Value Investor Insight Article "In Transition"
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Insights Blog
News, insights and thought leadership from the City Different team.
What Investors Need to Know About the Most Common Private Equity Fund Structures
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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...
A Looming Uranium Shortage?
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"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...
FIXED INCOME MARKET INSIGHTS 8/29/22
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WEEK ENDING 8/26/2022 Highlights of the week: The Federal Reserve’s Volcker-like message in Jackson Hole dominates the market. Net shorts for US Treasury 2-years, 5-years at highest levels reflecting...
FIXED INCOME MARKET INSIGHTS 8/22/22
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WEEK ENDING 8/19/2022 Highlights of the week: Impact of Quantitative Tightening by the Federal Reserve – it’s complicated. Jackson Hole to determine the fate of the markets. Oil futures differ from...
The Central European Investment Landscape
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We’re all aware of the challenges investors face here in the States, but what about the rest of the world? City Different Investments portfolio manager Vin Walden recently traveled to Slovakia to...
FIXED INCOME MARKET INSIGHTS 8/15/22
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WEEK ENDING 8/12/2022 Highlights of the week: Overall, a quiet week in the fixed income markets. Inflation releases were below estimates. Federal Reserve officials continue to sing a hawkish tune.
FIXED INCOME MARKET INSIGHTS 8/8/22
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WEEK ENDING 8/5/2022 Highlights of the week: The July jobs report threw a monkey wrench (not to be confused with monkeypox) into the recession debate. Four Federal Reserve officials came out in favor...
An ESG Debate
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Interest in ESG investing surged following the pandemic. While the term ESG (environmental, social, and governance) has been around since the early 2000s, something about the “Great Resignation” and...
FIXED INCOME MARKET INSIGHTS 8/1/22
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WEEK ENDING 07/29/2022 Highlights of the week: Second-quarter GDP is negative, but are we in a recession? Federal Reserve increases short-term rates by 0.75%. The four most dangerous words in the...
Maintaining Balance In Your Equity Portfolio
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One of the things that makes City Different Investments, well, different is our principled investment approach. We are doing a series of articles looking at the three tenets of our equity investment...