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 World Stage Grows Grimmer
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WEEK ENDING 1/26/2024 GDP and core PCE data trends in the right direction. Fed meets this week with no expectations of rate cuts. Hong Kong judge orders China’s Evergrande to liquidate.
Investing in a Changing Climate
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U.S. homeowners are facing the dual challenges of more frequent weather events as well as disappearing property insurance. One company has been steadfast in insuring coastal properties in Florida for...
The January Effect Continues
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WEEK ENDING 1/19/2024 Year-end wishful thinking dissolves, and it’s about time. Probabilities fade for significant March rate cuts. The voters of Iowa have spoken.
What Could Go Wrong in the Economy?
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WEEK ENDING 1/12/2024 Treasury curve continues to steepen. Noisy CPI numbers for December; dovish PPI. What could go wrong in the economy? Municipal bonds heading into a challenging environment.
Investing Tips from Beer-League Hockey
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Investing can be demanding. It can require some serious brain power… but more importantly, it’s a battle within yourself. It doesn’t matter how smart you are if you’re too emotional or too biased to...
Jobs, JOLTS, and Newly Realistic Markets
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WEEK ENDING 1/5/2024 We hope everyone had great holidays! Fixed income and equity markets continued year-end rallies. Realism befalls the markets in the first days of 2024.