Learn more about the Global Equity Strategy from our Global Equity Portfolio Manager, Vin Walden.

A recap of the week ending 6/16/23

As the climate crisis escalates and social inequality widens, businesses are increasingly held accountable not just for their profits, but also for their impact on both people and the planet. The B Corporation certification, or B Corp, is a prestigious label that denotes a company's commitment to balancing purpose and profit. It can be a stringent...

Worried about transferring from a Mutual Fund to a Separately Managed Account? We are here to help.

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.

One of the things that makes City Different Investments, well, different is our principled investment approach. We are doing a series of articles looking at the three tenets of our equity investment strategy; long-term horizons, a differentiated research approach, and balanced portfolios. For this piece, we dive into how we balance portfolios. 

How has the equity team at City Different reacted to the market downturn and all this talk of recession? The short answer - we haven't. We believe market timing is a loser's game. If you have a financial advisor — or a suitable asset allocation and long-term plan — you should fight the urge to react to big market moves.

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 discussed their careers at Thornburg and other big institutions and explained why they and our other colleagues broke away to start City Different – a...