News, insights and thought leadership from the City Different team.
"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...
Selling a business is a life-changing event — whether that change is financial via a large exit, a lifestyle change to enter retirement, etc. But the process of selling your hard-built business can...
Much as truly active equity investing can result in greater returns for investors (even net of fees), so too can active management of fixed income securities. We’re big believers in the power of...
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...
Some of our clients are concerned with the stock market's valuation and are searching for lower-risk options for protecting their gains.
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...
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...
The following is an excerpt from a longer article, Rechecking Our Inflation Predictions: Inflation is Here - But for How Long?
If you missed our live webinar a few weeks ago, you can now watch the replay. We were excited by the number of attendees and impressed by their questions. During the call, Connor, Chris and Sweta...
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...
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...
If you invest in municipal bond mutual funds, some odd quirks about the way mutual funds work could have a big impact on your risk.
Municipal bond investors are spending a lot of time talking about taxes. They worry the Manchin and Sanders wings in Congress will finally reach a compromise on the infrastructure and reconciliation...
Meet the Team City Different is an investment firm led by investment managers. We’re passionate about what we do, and started our own firm so we could pursue our best ideas wherever they may lead....
Welcome to the City Different Investments blog. The City Different blog is, well, different. It’s not a sales pitch for our firm. Instead, it’s a place to share some of the insights and observations...
