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 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...
The Problem With Mutual Fund Capital Gains, And What To Do About It
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2021 tax bills are due in just a few days, and we’re hearing some uncomfortable groans from mutual fund investors. Here’s why: A combination of strong market gains and high trading activity led to...
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...
Meet Connor Browne & Rob MacDonald
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Meet Connor Browne and Rob MacDonald, co-portfolio managers of City Different Investments’ focused domestic equity strategies. After developing a friendship and strong mutual respect for each other...
Overview of Golar LNG Ltd. (Nasdaq: GLNG)
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Description Golar is a Norwegian energy infrastructure group whose main assets are two Floating Liquefied Natural Gas (FLNG) facilities, called Hilli (in service) and Gimi (80% completed, to be...
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...
5 Lessons You Learned If You Started Investing in 2011
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Don’t have time for one more New Year’s top-10 list? How about just a top 5? Right now, everyone is making 2022 stock and bond market forecasts. But some are falling into a trap called “recency...
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.
How to Quantify Muni Risks
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Earlier this year, municipal bond investors chasing returns often found themselves over their skis on risk. In our recent call, our fixed income portfolio managers Chris Ryon and Sweta Singh explain...
Coping with the Income/Risk Trade-off in the Current Market
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For years, interest rates have remained low compared to historical norms – and well below the current rates of inflation. This in turn has restricted the number of low-risk options for investors...