News, insights and thought leadership from the City Different team.
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...
"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...
Finance is a results-driven field. Leaving women out is leaving money on the table. You all know the stereotypes about the finance industry: It’s a bunch of high-achieving types, pinstripe suits,...
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...
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...
by Chris Ryon, CFA, & Sweta Singh – Portfolio Managers
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...
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...
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...
