Value Investor Insight Article "In Transition"
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News, insights and thought leadership from the City Different team.
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There’s a critical decision you have to make if you want (or already have) exposure to private equity as a part of your portfolio — does your chosen manager deploy capital through a fund structure...
"Nuclear is wonderful as one of the sources of energy, one of the sources of sustainable energy.” —Nvidia CEO Jensen Huang The global nuclear renaissance is gaining steam. Our readers have seen our...
It’s probably time to worry about inflation for real. But as someone who’s run two bond desks (Thornburg and Vanguard) through thick and thin, and currently manages muni and other fixed income SMA...
If you invest in municipal bond mutual funds, some odd quirks about the way mutual funds work could have a big impact on your risk.
Municipal bond investors are spending a lot of time talking about taxes. They worry the Manchin and Sanders wings in Congress will finally reach a compromise on the infrastructure and reconciliation...
Meet the Team City Different is an investment firm led by investment managers. We’re passionate about what we do, and started our own firm so we could pursue our best ideas wherever they may lead....
Welcome to the City Different Investments blog. The City Different blog is, well, different. It’s not a sales pitch for our firm. Instead, it’s a place to share some of the insights and observations...