Value Investor Insight Article "In Transition"
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Chris Ryon
Professional Roles: Thornburg Investment Management, Vanguard, Laventhol & Horwath Education: MBA, Drexel University Education: BS, Accounting, Villanova University Certification: Chartered Financial Analyst
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...
Memorial Day Default Madness
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It’s the Friday before Memorial Day, a national holiday honoring all those who died while serving in the U.S. military. It’s also seven days before the United States hits the default wall. The...
The Risk is Mutual: Mutual Funds in a Rising Rate Environment
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I saw this headline on Bloomberg today: "I Put Faith in These Guys: Vanguard Clients Decry Tax Debacle." It got me thinking about the risks embedded in fixed income mutual funds — especially...
3 Reasons Not to Go It Alone: Benefits of Partnering with a Financial Advisor
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Financial markets continue to oscillate, testing investors’ nerves and patience. As professional investors with decades of experience — including investing through bear markets and full interest rate...
Is it time to get into the fixed income market?
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Since opening our doors at City Different Investments, it is finally time to say— segments of the fixed income market are starting to get interesting! The fixed income markets have endured a...
The End of an Era of Free Money & the Impact on Fixed Income Markets
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by Chris Ryon, CFA, & Sweta Singh – Portfolio Managers
Headlines and Hype: Are Tax Hikes Distracting Municipal Bond Investors?
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In 2021, investors poured a record amount of cash into the municipal bond market, hoping to seek shelter from tax hikes expected as part of President Biden’s “Build Back Better” social spending and...
Money Market Funds vs. Short-Term Municipals: Time and Yield Work in Investors’ Favor, If They Have the Time and Yield
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Some of our clients are concerned with the stock market's valuation and are searching for lower-risk options for protecting their gains.
Inflation is Here: Bribing Workers to Return
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The following is an excerpt from a longer article, Rechecking Our Inflation Predictions: Inflation is Here - But for How Long?
Remember, Remember, the Third of November
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On November 3, the Federal Reserve Bank announced it will begin tapering bond purchases later this month – reducing monthly Treasury purchases by $10B and mortgage-backed securities by $5B. While the...
Inflation Prep: 4 Steps That Fixed Income Investors Can Take Now
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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...