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...
The Central European Investment Landscape
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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...
Maintaining Balance In Your Equity Portfolio
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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...
The Risk is Mutual: Mutual Funds in a Rising Rate Environment
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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...
How to Quantify Muni Risks
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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...
Coping with the Income/Risk Trade-off in the Current Market
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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...
Inflation is Here: Bribing Workers to Return
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The following is an excerpt from a longer article, Rechecking Our Inflation Predictions: Inflation is Here - But for How Long?