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...
There’s More to Muni Bonds Than Taxes
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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 Chris Ryon and Sweta Singh
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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....
A View from the City Different Bond Desk
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Based on historical measures, tax exempt municipal bonds are rich to just about every other fixed income asset class! The three examples below illustrate how tax exempt municipal bond yields compare...
Should We Be Worried About Inflation?
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Preparing your Fixed Income Portfolio for Inflation Should investors worry about inflation? We believe so. Does that mean investors should abandon the fixed income markets? No. A balanced portfolio...