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...
What Easter egg hunts can teach us about investing
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When my three daughters were little, they loved Easter egg hunts. As I’m sure many of you also do, we’d put candy in plastic Easter eggs and hide them around the house. My high-energy oldest daughter...
Is Bigger Always Better?
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Size can have its advantages — when going with a bigger firm; you may be hoping to experience lower fees because of volume and scale. But, it can also leave many advisors feeling like a “drop in the...
Penalty Kicks and Fixed Income
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“Don't fight the Fed” — it’s an adage for a reason, and it’s one we believe in. Why? Because history has mostly demonstrated the Federal Reserve, with its monetary policy tools, is overwhelmingly...
Investing in a Changing Climate
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U.S. homeowners are facing the dual challenges of more frequent weather events as well as disappearing property insurance. One company has been steadfast in insuring coastal properties in Florida for...
Investing Tips from Beer-League Hockey
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Investing can be demanding. It can require some serious brain power… but more importantly, it’s a battle within yourself. It doesn’t matter how smart you are if you’re too emotional or too biased to...
Decrease Volatility by Embracing it
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In my last blog post, I talked about how “thinking like an endowment trustee” can provide a real advantage to both financial advisors as well as retail investors when thinking through your investing...
Adding SMAs to Your Clients' Portfolios
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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...
Helping Nonprofits Turn Profits
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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...
Henry Ford, Labor Strikes, and Investing
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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...
Golar LNG Limited: Ready to Set Sail
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“We can and we must reduce Russian LNG exports to phase them out completely.” -- EU Energy Commissioner Kadri Simson
The Old Normal
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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...