News, insights and thought leadership from the City Different team.
“If you can keep your head when all about you are losing theirs and blaming it on you...” Rudyard Kipling Yesterday, I noticed Warren Buffet was in the press quoting this Kipling piece, one of my...
If you’ve ever seen the movie A Beautiful Mind (filmed on campus while I finished my degree in economics!), you’ll remember the pickup scene in the bar. John Nash (played by Russel Crowe) stumbles...
Around age 40, my annual checkup started including additional tests. These tests are meant to keep me healthy, but they also have the ancillary effect of stressing me out while I await the results....
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...
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...
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...
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...
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...
The following is an excerpt from a longer article, Rechecking Our Inflation Predictions: Inflation is Here - But for How Long?
