City Different Investments

Insights, market commentary and thought leadership
from the City Different Investments team.

Posts about

Investment Strategies

Adding SMAs to Your Clients' Portfolios

Adding SMAs to Your Clients' Portfolios

Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either incorporate or diversify their clients’ portfolios (more specifically, to add separately managed accounts (SMAs) to the index and mutual funds those clients currently hold).

Nov 29, 2023

Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either

Continue Reading
Helping Nonprofits Turn Profits

Helping Nonprofits Turn Profits

Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and have been involved with several nonprofits throughout the city and state. Sometimes, those two stories collide wherein I find myself serving on a nonprofit’s endowment committee. And while I love the...

Nov 6, 2023

Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and

Continue Reading
Henry Ford, Labor Strikes, and Investing

Henry Ford, Labor Strikes, and Investing

The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from producing automobiles. This is such a pivotal economic and political issue that the two leading presidential candidates visited Detroit within a day of each other. The struggle between auto labor and...

Oct 20, 2023

The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from

Continue Reading
The Old Normal

The Old Normal

Last week, the Fed announced that it would not raise the Fed Funds rate in September. By our way of thinking, though, they left the door open for future increases (data dependent). This left us pondering whether the current Fed Funds Rate is restrictive or not (we think that many of the talking heads are suffering from recency bias, or we may be...

Sep 27, 2023

Last week, the Fed announced that it would not raise the Fed Funds rate in September. By our way of thinking, though, they left the door open for

Continue Reading
It's a Great Time for Muni Bonds

It's a Great Time for Muni Bonds

We have long written about the two periods when the municipal bond market organically generates the most cash flow into the market — the January / February period and the June / July period. These are the periods when most municipal bonds pay interest and mature. Also, the municipal market tends to screech to a halt between Thanksgiving and New...

Sep 18, 2023

We have long written about the two periods when the municipal bond market organically generates the most cash flow into the market — the January /

Continue Reading
Fixed Income as a Service

Fixed Income as a Service

Companies have been rethinking how they do business across industries, geographies, etc. Remote vs. hybrid vs. in-office, fractional executives, outsourcing, you name it. But we think a huge change is also coming to the world of financial advisors — we’re calling it “Fixed Income as a Service.” We believe subadvisory services like Fixed Income as...

Aug 30, 2023

Companies have been rethinking how they do business across industries, geographies, etc. Remote vs. hybrid vs. in-office, fractional executives,

Continue Reading
Why is the Economy so Resilient?

Why is the Economy so Resilient?

The week of August 14, 2023, has been a tough one for most markets. Stocks are down, and bonds are up in yield. Many street analysts are changing their outlooks from “a recession is around the corner” to “a soft landing is being engineered.” Some are even saying that no landing is likely. The Federal Reserve’s minutes and commentary before the...

Aug 21, 2023

The week of August 14, 2023, has been a tough one for most markets. Stocks are down, and bonds are up in yield. Many street analysts are changing

Continue Reading
Investing in the Nuclear Renaissance

Investing in the Nuclear Renaissance

Although we haven’t seen it yet, Universal Pictures’ star-studded film Oppenheimer hit theaters last weekend, and it looks compelling. Oppenheimer chronicles the life of J. Robert Oppenheimer, the theoretical physicist who spearheaded the Manhattan Project—here in New Mexico—and ushered in the atomic era. Suffice it to say this is a story of great...

Jul 24, 2023

Although we haven’t seen it yet, Universal Pictures’ star-studded film Oppenheimer hit theaters last weekend, and it looks compelling. Oppenheimer

Continue Reading

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Posts about

Investment Strategies

Adding SMAs to Your Clients' Portfolios

Adding SMAs to Your Clients' Portfolios

Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either incorporate or diversify their clients’ portfolios (more specifically, to add separately managed accounts (SMAs) to the index and mutual funds those clients currently hold).

Nov 29, 2023 Written by: City Different Investments

Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either

Continue Reading
Helping Nonprofits Turn Profits

Helping Nonprofits Turn Profits

Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and have been involved with several nonprofits throughout the city and state. Sometimes, those two stories collide wherein I find myself serving on a nonprofit’s endowment committee. And while I love the...

Nov 6, 2023 Written by: Connor Browne

Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and

Continue Reading
Henry Ford, Labor Strikes, and Investing

Henry Ford, Labor Strikes, and Investing

The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from producing automobiles. This is such a pivotal economic and political issue that the two leading presidential candidates visited Detroit within a day of each other. The struggle between auto labor and...

Oct 20, 2023 Written by: Connor Browne and Rob MacDonald

The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from

Continue Reading
The Old Normal

The Old Normal

Last week, the Fed announced that it would not raise the Fed Funds rate in September. By our way of thinking, though, they left the door open for future increases (data dependent). This left us pondering whether the current Fed Funds Rate is restrictive or not (we think that many of the talking heads are suffering from recency bias, or we may be...

Sep 27, 2023 Written by: Chris Ryon and Sweta Singh

Last week, the Fed announced that it would not raise the Fed Funds rate in September. By our way of thinking, though, they left the door open for

Continue Reading
It's a Great Time for Muni Bonds

It's a Great Time for Muni Bonds

We have long written about the two periods when the municipal bond market organically generates the most cash flow into the market — the January / February period and the June / July period. These are the periods when most municipal bonds pay interest and mature. Also, the municipal market tends to screech to a halt between Thanksgiving and New...

Sep 18, 2023 Written by: Chris Ryon and Sweta Singh

We have long written about the two periods when the municipal bond market organically generates the most cash flow into the market — the January /

Continue Reading
Fixed Income as a Service

Fixed Income as a Service

Companies have been rethinking how they do business across industries, geographies, etc. Remote vs. hybrid vs. in-office, fractional executives, outsourcing, you name it. But we think a huge change is also coming to the world of financial advisors — we’re calling it “Fixed Income as a Service.” We believe subadvisory services like Fixed Income as...

Aug 30, 2023 Written by: Chris Ryon and Sweta Singh

Companies have been rethinking how they do business across industries, geographies, etc. Remote vs. hybrid vs. in-office, fractional executives,

Continue Reading
Why is the Economy so Resilient?

Why is the Economy so Resilient?

The week of August 14, 2023, has been a tough one for most markets. Stocks are down, and bonds are up in yield. Many street analysts are changing their outlooks from “a recession is around the corner” to “a soft landing is being engineered.” Some are even saying that no landing is likely. The Federal Reserve’s minutes and commentary before the...

Aug 21, 2023 Written by: Chris Ryon and Sweta Singh

The week of August 14, 2023, has been a tough one for most markets. Stocks are down, and bonds are up in yield. Many street analysts are changing

Continue Reading
Investing in the Nuclear Renaissance

Investing in the Nuclear Renaissance

Although we haven’t seen it yet, Universal Pictures’ star-studded film Oppenheimer hit theaters last weekend, and it looks compelling. Oppenheimer chronicles the life of J. Robert Oppenheimer, the theoretical physicist who spearheaded the Manhattan Project—here in New Mexico—and ushered in the atomic era. Suffice it to say this is a story of great...

Jul 24, 2023 Written by: Vinson Walden and Jong Lim

Although we haven’t seen it yet, Universal Pictures’ star-studded film Oppenheimer hit theaters last weekend, and it looks compelling. Oppenheimer

Continue Reading

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