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...
The Prospects for Uranium
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Imagine the pollution caused by 100 million additional cars on US roads every year—that's what we avoid by using nuclear power. Nuclear power plant in Germany Photographer: Julian...
FIXED INCOME MARKET INSIGHTS 12/19/22
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WEEK ENDING 12/16/2022 Highlights of the week: The Fed raises its targeted short-term interest rate by 50 basis points. Many market participants interpret Chairman Powell’s conference as “dovish.”...
FIXED INCOME MARKET INSIGHTS 12/12
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WEEK ENDING 12/09/2022 Highlights of the week: Which story will the Fed tell the markets next week? "It’s a Wonderful Life” or “The Grinch Who Stole Christmas”? The Fed meets this week for the last...
Tax Loss Harvesting- A Year Long Process
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As the end of the year approaches, investors are trying to make lemonade (tax loss harvesting) out of lemons (capital losses on investments). Investors ought to keep in mind: when managing a...
FIXED INCOME MARKET INSIGHTS 12/5
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WEEK ENDING 12/02/2022 Highlights of the week: Latest jobs reports show a resilient labor market. Q4 earnings estimates are finally coming down. Introducing our new acronym, BARB: “Bonds are Back.”
Not All Carbon Offsets Are Created Equal
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Are offsets — a way of balancing out the carbon one emits — our best chance at addressing climate change? Or are they nothing more than indulgences that assuage guilt? The controversy surrounding...