Sound Bites for Client Discussions
Uncertainty dominates the day, with market volatility sparking investor questions not seen in years. With this in mind, we’ve put together a concise cheat sheet covering key topics on everyone’s radar.
2022-Lite
Michael Contopoulos breaks down why CLOs offer attractive relative value, why short-duration positioning may help manage interest rate uncertainty, and the importance of an active approach for this year in particular.
Narrow markets are the exception, not the rule
We explore why extreme market concentration is unsustainable, how competition and innovation drive broader market performance, and why diversification is key as volatility rises. Don’t let market extremes catch you off guard.
Certainties for an uncertain world
In our year ahead outlook, we unveil 5 key factors we believe offer rare certainty in these uncertain times. Discover how we’re navigating this landscape and positioning portfolios to seize opportunities and mitigate risks in the year ahead.
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The Mag 7 becomes the Mid 7
Market leadership is shifting and the once-dominant Magnificent 7 may no longer be so magnificent. Our latest report reveals why broader opportunities are emerging across sectors and regions, with quality, value, and growth converging in unexpected places
RBA | May 29, 2025
Diversification vs. the Siren's Song
Like sailors lured by the Sirens' song, today’s investors risk being captivated by seductive narratives in the market. While diversification remains a time-tested strategy for building wealth, we examine the risks and returns investors are embracing today.
RBA | Apr 30, 2025
Historically confident investors meet historically uncertain world
We explain how investors have virtually no fear despite fundamentals growing increasingly nebulous and uncertain. They're looking at diversification as a lead weight on performance rather than as a time-tested risk-reduction tool.
RBA | Feb 25, 2025
Narrow markets are the exception, not the rule
We explore why extreme market concentration is unsustainable, how competition and innovation drive broader market performance, and why diversification is key as volatility rises. Don’t let market extremes catch you off guard.
RBA | Jan 30, 2025
Certainties for an uncertain world
In our year ahead outlook, we unveil 5 key factors we believe offer rare certainty in these uncertain times. Discover how we’re navigating this landscape and positioning portfolios to seize opportunities and mitigate risks in the year ahead.
RBA | Dec 16, 2024
Emphasize value as investors increasingly throw caution to the wind
We compare investor risk-taking behaviors at the start of the bull market with those nearly 16 years later. We also analyze key market areas that can offer essential diversification to help manage overall portfolio risk.
RBA | Nov 26, 2024
