--- title: City Different Investments Blog | Inflation description: Inflation | City Different Investments Insights Blog --- [![City Different Investments](https://blog.citydifferentinvestments.com/hubfs/raw_assets/public/City_Different_Investments_September2021/images/CDI-Logo.svg "City Different Investments")](https://citydifferentinvestments.com/) Menu - About - [Our Story](https://citydifferentinvestments.com/our-story/) - [People](https://citydifferentinvestments.com/people/) - [Community Commitment](https://citydifferentinvestments.com/community-commitment/) - [Strategies](https://citydifferentinvestments.com/strategies/) - [Fixed Income](https://citydifferentinvestments.com/strategies/fixed-income/) - Municipal Bond - [Short-Term](https://citydifferentinvestments.com/strategies/fixed-income/short-term-municipal-bond/) - [Limited-Term](https://citydifferentinvestments.com/strategies/fixed-income/limited-term-municipal-bond/) - [Intermediate-Term](https://citydifferentinvestments.com/strategies/fixed-income/intermediate-term-municipal-bond/) - 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[Form ADV 3](https://citydifferentinvestments.com/wp-content/uploads/2026/03/CDI.Form-ADV-Part-3-final.pdf) - [Terms & Privacy](https://citydifferentinvestments.com/terms-privacy/) - [Insights](https://blog.citydifferentinvestments.com) - [Blog](https://blog.citydifferentinvestments.com/tag/market-insights) - [Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review) - [Informed Investor](https://blog.citydifferentinvestments.com/tag/informed-investor) - [Exclusive Content](https://info.citydifferentinvestments.com/signup-for-exclusive-content) - [Videos](https://www.youtube.com/@CityDifferentInvestments) - [Contact](https://citydifferentinvestments.com/contact/) [Schedule a Call](https://citydifferentinvestments.com/contact/) ![tag-logo](https://blog.citydifferentinvestments.com/hubfs/raw_assets/public/City_Different_Investments_September2021/images/main-logo-dark-with-yellow.png) # Insights Blog News, insights and thought leadership from **the City Different team.** ##### FEATURED POSTS [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20AI%20bubble.png)](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) September 24, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [The Avalanche Theory of Investing](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) [Rolf Kelly](https://blog.citydifferentinvestments.com/author/rolf-kelly) There's a particular thing the mountains teach you if you spend enough time in them: You can't outrun an avalanche from inside one. The work is in not being on the slope when one comes down. After a... [Read](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20AI%20bubble%20(2).png)](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) September 15, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [Diversifying Away From AI](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) ![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) [Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne) When someone starts to worry that AI valuations have run too far, the instinct is to ask whether now is the time to get out. I understand that instinct, and it’s not a bad one. The issue we’re... [Read](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Postcard%20from%20china.png)](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) September 08, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Time to Panic about Bonds?](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) The financial press has found its story du jour: “The Death of the Safe Haven: How to Fix Your Bond Strategy as Yields Rise.” Nothing sells quite like fear (even though bond yields are indeed scary... [Read](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) Filter by: ALL BLOG POSTS [All Posts](https://blog.citydifferentinvestments.com/) [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity) [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) [Informed Investor](https://blog.citydifferentinvestments.com/tag/informed-investor) [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies) [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights) [Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review) Archives: Select Month [October 2026](https://blog.citydifferentinvestments.com/archive/2026/10)[September 2026](https://blog.citydifferentinvestments.com/archive/2026/09)[August 2026](https://blog.citydifferentinvestments.com/archive/2026/08)[July 2026](https://blog.citydifferentinvestments.com/archive/2026/07)[June 2026](https://blog.citydifferentinvestments.com/archive/2026/06)[May 2026](https://blog.citydifferentinvestments.com/archive/2026/05)[April 2026](https://blog.citydifferentinvestments.com/archive/2026/04)[March 2026](https://blog.citydifferentinvestments.com/archive/2026/03)[February 2026](https://blog.citydifferentinvestments.com/archive/2026/02)[January 2026](https://blog.citydifferentinvestments.com/archive/2026/01)[December 2025](https://blog.citydifferentinvestments.com/archive/2025/12)[November 2025](https://blog.citydifferentinvestments.com/archive/2025/11)[October 2025](https://blog.citydifferentinvestments.com/archive/2025/10)[September 2025](https://blog.citydifferentinvestments.com/archive/2025/09)[August 2025](https://blog.citydifferentinvestments.com/archive/2025/08)[July 2025](https://blog.citydifferentinvestments.com/archive/2025/07)[June 2025](https://blog.citydifferentinvestments.com/archive/2025/06)[May 2025](https://blog.citydifferentinvestments.com/archive/2025/05)[April 2025](https://blog.citydifferentinvestments.com/archive/2025/04)[March 2025](https://blog.citydifferentinvestments.com/archive/2025/03)[February 2025](https://blog.citydifferentinvestments.com/archive/2025/02)[January 2025](https://blog.citydifferentinvestments.com/archive/2025/01)[December 2024](https://blog.citydifferentinvestments.com/archive/2024/12)[November 2024](https://blog.citydifferentinvestments.com/archive/2024/11)[October 2024](https://blog.citydifferentinvestments.com/archive/2024/10)[September 2024](https://blog.citydifferentinvestments.com/archive/2024/09)[August 2024](https://blog.citydifferentinvestments.com/archive/2024/08)[July 2024](https://blog.citydifferentinvestments.com/archive/2024/07)[June 2024](https://blog.citydifferentinvestments.com/archive/2024/06)[May 2024](https://blog.citydifferentinvestments.com/archive/2024/05)[April 2024](https://blog.citydifferentinvestments.com/archive/2024/04)[March 2024](https://blog.citydifferentinvestments.com/archive/2024/03)[February 2024](https://blog.citydifferentinvestments.com/archive/2024/02) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Blog%20image.png)](https://blog.citydifferentinvestments.com/the-central-european-investment-landscape) August 15, 2022 | [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Interest Rates](https://blog.citydifferentinvestments.com/tag/interest-rates), [Inflation](https://blog.citydifferentinvestments.com/tag/inflation), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [The Central European Investment Landscape](https://blog.citydifferentinvestments.com/the-central-european-investment-landscape) ![ Vin Walden](https://blog.citydifferentinvestments.com/hubfs/D2000177-Edit-2-1.jpg) [Vin Walden](https://blog.citydifferentinvestments.com/author/vin-walden) We’re all aware of the challenges investors face here in the States, but what about the rest of the world? City Different Investments portfolio manager Vin Walden recently traveled to Slovakia to... [Read](https://blog.citydifferentinvestments.com/the-central-european-investment-landscape) [![](https://blog.citydifferentinvestments.com/hubfs/thumbnail_our%20Investment%20Strategy%20Equity%20Edition.png)](https://blog.citydifferentinvestments.com/maintaining-balance-in-your-equity-portfolio) August 01, 2022 | [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm), [Inflation](https://blog.citydifferentinvestments.com/tag/inflation), [Market Forecast](https://blog.citydifferentinvestments.com/tag/market-forecast), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Invest Different](https://blog.citydifferentinvestments.com/tag/invest-different), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity) ## [Maintaining Balance In Your Equity Portfolio](https://blog.citydifferentinvestments.com/maintaining-balance-in-your-equity-portfolio) ![ Rob MacDonald](https://blog.citydifferentinvestments.com/hubfs/Rob-MacDonald-crop.png) [Rob MacDonald](https://blog.citydifferentinvestments.com/author/rob-macdonald) 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... [Read](https://blog.citydifferentinvestments.com/maintaining-balance-in-your-equity-portfolio) [![](https://blog.citydifferentinvestments.com/hubfs/The%20Risk%20is%20Mutual%20(1)-1.png)](https://blog.citydifferentinvestments.com/the-risk-is-mutual) May 09, 2022 | [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Mutual Funds](https://blog.citydifferentinvestments.com/tag/mutual-funds), [Inflation](https://blog.citydifferentinvestments.com/tag/inflation), [Capital Gains](https://blog.citydifferentinvestments.com/tag/capital-gains), [Taxes](https://blog.citydifferentinvestments.com/tag/taxes), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [The Risk is Mutual: Mutual Funds in a Rising Rate Environment](https://blog.citydifferentinvestments.com/the-risk-is-mutual) ![ Chris Ryon](https://blog.citydifferentinvestments.com/hubfs/Chris%20Ryon.png) [Chris Ryon](https://blog.citydifferentinvestments.com/author/chris-ryon) 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... [Read](https://blog.citydifferentinvestments.com/the-risk-is-mutual) [![How to Quantify Muni Risks](https://blog.citydifferentinvestments.com/hubfs/2021.12-Quote-risk-linkedin.png)](https://blog.citydifferentinvestments.com/how-to-quantify-muni-risks) December 08, 2021 | [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Inflation](https://blog.citydifferentinvestments.com/tag/inflation), [Yield](https://blog.citydifferentinvestments.com/tag/yield), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [How to Quantify Muni Risks](https://blog.citydifferentinvestments.com/how-to-quantify-muni-risks) ![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) [City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments) 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... [Read](https://blog.citydifferentinvestments.com/how-to-quantify-muni-risks) [![“In a well-balanced portfolio, there is always a position for fixed income.”](https://blog.citydifferentinvestments.com/hubfs/Blog/2021.11-Quote-portfolio-linkedin.png)](https://blog.citydifferentinvestments.com/coping-with-the-income-risk-tradeoff-in-current-market) December 03, 2021 | [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Inflation](https://blog.citydifferentinvestments.com/tag/inflation) ## [Coping with the Income/Risk Trade-off in the Current Market](https://blog.citydifferentinvestments.com/coping-with-the-income-risk-tradeoff-in-current-market) ![ City Different Investments](https://blog.citydifferentinvestments.com/hubfs/cdi.png) [City Different Investments](https://blog.citydifferentinvestments.com/author/city-different-investments) 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... [Read](https://blog.citydifferentinvestments.com/coping-with-the-income-risk-tradeoff-in-current-market) [![Inflation is Here: Bribing Workers to Return](https://blog.citydifferentinvestments.com/hubfs/2021.11-Labor-Bureau.linkedin.png)](https://blog.citydifferentinvestments.com/inflation-is-here-bribing-workers-to-return) November 30, 2021 | [Muni Bonds](https://blog.citydifferentinvestments.com/tag/muni-bonds), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Inflation](https://blog.citydifferentinvestments.com/tag/inflation), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Inflation is Here: Bribing Workers to Return](https://blog.citydifferentinvestments.com/inflation-is-here-bribing-workers-to-return) ![ Chris Ryon](https://blog.citydifferentinvestments.com/hubfs/Chris%20Ryon.png) [Chris Ryon](https://blog.citydifferentinvestments.com/author/chris-ryon) The following is an excerpt from a longer article, Rechecking Our Inflation Predictions: Inflation is Here - But for How Long? [Read](https://blog.citydifferentinvestments.com/inflation-is-here-bribing-workers-to-return) \< Previous page Next page \> × ### Important Notice You are now leaving the City Different Investments' area and entering the **ETF / fund(s) area**. The following link contains information concerning investments, products or other information that is distributed by PINE Distributors, LLC. This information is not an offer to buy or a solicitation to sell any security or investment product. Such an offer or solicitation is made only by the securities' or investment products' issuer or sponsor through a prospectus or other offering documentation. **Investments involve risk. 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