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...
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.
Turtle-dovish Fed
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WEEK ENDING 12/15/2023 Holiday markets rally after turtle-dovish message from Fed. Fed hints tightening finished; cuts to come. Dot plot changes significantly. Happy holidays to you, and a fantastic...
Decrease Volatility by Embracing it
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In my last blog post, I talked about how “thinking like an endowment trustee” can provide a real advantage to both financial advisors as well as retail investors when thinking through your investing...
Naughty or Nice
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WEEK ENDING 12/08/2023 Will Chairman Powell bring coal to the holiday party? The market has made the Fed’s job tougher! This week’s Fed meeting and inflation reports may add volatility to the holiday...
A Santa Claus Rally?
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WEEK ENDING 12/01/2023 Chair Powell tries to calm fixed-income markets. 60% probability of a Q1 rate cut. Hostages released during last week's Israeli-Hamas cease-fire.
Adding SMAs to Your Clients' Portfolios
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Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either incorporate or diversify their clients’ portfolios (more...
Taking a Pause to Give Thanks
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WEEK ENDING 11/17/2023 Fed’s dovish tone and positive inflation data knock yields off their peak. Government debt sales continue to climb. Happy Thanksgiving! “Thankfully,” we’re taking a pause from...
Same Line, Different Speaker
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WEEK ENDING 11/10/2023 Moody’s moves US sovereign outlook to “negative.” Market participants’ outlooks and opinions mixed. Honoring our veterans.
A Kindler Gentler Fed?
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WEEK ENDING 11/03/2023 A kinder, gentler Fed? Color us suspicious. A slowing jobs picture? What does it all mean for inflation?
Helping Nonprofits Turn Profits
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Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and have been involved with several nonprofits...
Trick or Treat? Hard or Soft Landing?
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WEEK ENDING 10/27/2023 Market focus shifting away from the Federal Reserve A primer on the tension between monetary and fiscal policies Return of the soft landing v. hard landing debate