---
title: City Different Investments Blog | Market Forecast
description: Market Forecast | City Different Investments Insights Blog
---

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# 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)

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[![](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)

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[![](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)

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Select Month

[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)[January 2024](https://blog.citydifferentinvestments.com/archive/2024/01)

[![](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)

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[![](https://blog.citydifferentinvestments.com/hubfs/Blog%20image%20(2).png)](https://blog.citydifferentinvestments.com/market-timing-a-losers-game)

 July 11, 2022 |

[Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm), [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)

## [Market Timing: A Loser's Game](https://blog.citydifferentinvestments.com/market-timing-a-losers-game)

![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) 

[Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne)

How has the equity team at City Different reacted to the market downturn and all this talk of recession? The short answer - we haven't. We believe market timing is a loser's game. If you have a...

[Read](https://blog.citydifferentinvestments.com/market-timing-a-losers-game)

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[![5 Lessons You Learned If You Started Investing in 2011](https://blog.citydifferentinvestments.com/hubfs/Blog/2022.01%20CDI%20Blog%20Top%205%20Lessons%20LinkedIn.png)](https://blog.citydifferentinvestments.com/5-lessons-you-learned-if-you-started-investing-in-2011)

 January 07, 2022 |

[Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Passive Investing](https://blog.citydifferentinvestments.com/tag/passive-investing), [Growth Style](https://blog.citydifferentinvestments.com/tag/growth-style), [Market Forecast](https://blog.citydifferentinvestments.com/tag/market-forecast), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity)

## [5 Lessons You Learned If You Started Investing in 2011](https://blog.citydifferentinvestments.com/5-lessons-you-learned-if-you-started-investing-in-2011)

![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) 

[Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne)

Don’t have time for one more New Year’s top-10 list? How about just a top 5? Right now, everyone is making 2022 stock and bond market forecasts. But some are falling into a trap called “recency...

[Read](https://blog.citydifferentinvestments.com/5-lessons-you-learned-if-you-started-investing-in-2011)

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