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...
What's in your money market fund? 5/15/23
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WEEK ENDING 5/12/2023 Highlights of the week: Cash flow into money market funds continues. Know what’s in your money market fund. Latest data shows inflation moderating but still a long way off the...
Pause Pivot or Persevere 5/8/23
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WEEK ENDING 5/5/2023 Highlights of the week: Fed hikes rates by 25 bases points as expected—Powell leaves the door open for June pause. On Friday, non-farm payroll rose by 253,000. What does a brief...
An Outsider's Guide to Financial Marketing
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I’m not a numbers person… but here I am — the Director of Marketing for City Different Investments. Before joining CDI, I had no experience in the financial sector.
Stagflation 5/1/23
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WEEK ENDING 4/28/2023 Highlights of the week: First Republic Bank is circling the bowl. Inflation is sticky! Unemployment is rising! Growth is slowing! Are stagflation risks increasing?
ESG Investing
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At City Different Investments, we try to live up to our company’s name by actually investing differently. We believe the way we think about investing is, well, different from most other investment...
The Power of Long Term Investing
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Long-term investment horizons are often talked about, but not always practiced. For most clients, investment goals are measured in years (or maybe even decades). But many investment professionals...
Credit Crunch 4/24/23
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WEEK ENDING 4/21/2023 Highlights of the week: Is this the start of a credit crunch? Health of corporate credits is deteriorating. US economy is stalling, but not yet in a recession.
"Wait And See"
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WEEK ENDING 4/14/2023 Highlights of the week: “Sticky prices” show no improvement in latest consumer price index. Another 25 basis points priced in for Fed’s May meeting. But what after that? Yield...
The Vol Continues
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WEEK ENDING 4/6/2023 Highlights of the week: Inflation may be slowing but is still above the Federal Reserve’s target of 2%. Will inflation prove sticky, forcing the Fed to change its target and...
The Wisdom of Crowds
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Our investment philosophy follows a fundamental belief — the stock market functions much like the classic jelly-bean-counting experiment. That might sound strange, but hear me out: