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 investigate the European investment landscape and explore his old stomping grounds. Vin sits down with Sarah Rogala, CDI director of marketing, to...

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. 

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 municipal bond funds — during a rising rate environment.  

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 their quantitative approach to calculating and managing risk.

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 seeking yield, often exposing them to longer durations and lower credit quality in search of income.

The following is an excerpt from a longer article, Rechecking Our Inflation Predictions: Inflation is Here - But for How Long?