City Different Investments

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

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Market Insights (3)

Meet Connor Browne & Rob MacDonald

Meet Connor Browne & Rob MacDonald

Meet Connor Browne and Rob MacDonald, co-portfolio managers of City Different Investments’ focused domestic equity strategies. After developing a friendship and strong mutual respect for each other as colleagues at Thornburg Investment Management, the two reunited when Rob joined the team at City Different, an independent asset management firm...

Mar 18, 2022

Meet Connor Browne and Rob MacDonald, co-portfolio managers of City Different Investments’ focused domestic equity strategies. After developing a

Continue Reading
Overview of Golar LNG Ltd. (Nasdaq: GLNG)

Overview of Golar LNG Ltd. (Nasdaq: GLNG)

Description Golar is a Norwegian energy infrastructure group whose main assets are two Floating Liquefied Natural Gas (FLNG) facilities, called Hilli (in service) and Gimi (80% completed, to be commissioned in late 2023). Additionally, Golar owns two LNG midstream tankers and stakes in three listed LNG companies: New Fortress Energy (integrated...

Mar 3, 2022

Description Golar is a Norwegian energy infrastructure group whose main assets are two Floating Liquefied Natural Gas (FLNG) facilities, called Hilli

Continue Reading
Headlines and Hype: Are Tax Hikes Distracting Municipal Bond Investors?

Headlines and Hype: Are Tax Hikes Distracting Municipal Bond Investors?

In 2021, investors poured a record amount of cash into the municipal bond market, hoping to seek shelter from tax hikes expected as part of President Biden’s “Build Back Better” social spending and tax bill and the administration’s infrastructure bill. At this writing, politicians continue to wrangle with details of the proposed legislation,...

Jan 27, 2022

In 2021, investors poured a record amount of cash into the municipal bond market, hoping to seek shelter from tax hikes expected as part of President

Continue Reading
5 Lessons You Learned If You Started Investing in 2011

5 Lessons You Learned If You Started Investing in 2011

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 bias”—the tendency to overemphasize recent events when we try to predict the future. Recency plays a huge role in shaping relative valuations and deciding...

Jan 7, 2022

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

Continue Reading
How to Quantify Muni Risks

How to Quantify Muni Risks

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 their quantitative approach to calculating and managing risk.

Dec 8, 2021

Earlier this year, municipal bond investors chasing returns often found themselves over their skis on risk. In our recent call, our fixed income

Continue Reading
Coping with the Income/Risk Trade-off in the Current Market

Coping with the Income/Risk Trade-off in the Current Market

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 seeking yield, often exposing them to longer durations and lower credit quality in search of income.

Dec 3, 2021

For years, interest rates have remained low compared to historical norms – and well below the current rates of inflation.  This in turn has

Continue Reading
Highlights from the City Different Investments Introductory Call

Highlights from the City Different Investments Introductory Call

If you missed our live webinar a few weeks ago, you can now watch the replay. We were excited by the number of attendees and impressed by their questions. During the call, Connor, Chris and Sweta discussed their careers at Thornburg and other big institutions and explained why they and our other colleagues broke away to start City Different – a...

Nov 16, 2021

If you missed our live webinar a few weeks ago, you can now watch the replay. We were excited by the number of attendees and impressed by their

Continue Reading

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Posts about

Market Insights (3)

Meet Connor Browne & Rob MacDonald

Meet Connor Browne & Rob MacDonald

Meet Connor Browne and Rob MacDonald, co-portfolio managers of City Different Investments’ focused domestic equity strategies. After developing a friendship and strong mutual respect for each other as colleagues at Thornburg Investment Management, the two reunited when Rob joined the team at City Different, an independent asset management firm...

Mar 18, 2022 Written by: City Different Investments

Meet Connor Browne and Rob MacDonald, co-portfolio managers of City Different Investments’ focused domestic equity strategies. After developing a

Continue Reading
Overview of Golar LNG Ltd. (Nasdaq: GLNG)

Overview of Golar LNG Ltd. (Nasdaq: GLNG)

Description Golar is a Norwegian energy infrastructure group whose main assets are two Floating Liquefied Natural Gas (FLNG) facilities, called Hilli (in service) and Gimi (80% completed, to be commissioned in late 2023). Additionally, Golar owns two LNG midstream tankers and stakes in three listed LNG companies: New Fortress Energy (integrated...

Mar 3, 2022 Written by: City Different Investments

Description Golar is a Norwegian energy infrastructure group whose main assets are two Floating Liquefied Natural Gas (FLNG) facilities, called Hilli

Continue Reading
Headlines and Hype: Are Tax Hikes Distracting Municipal Bond Investors?

Headlines and Hype: Are Tax Hikes Distracting Municipal Bond Investors?

In 2021, investors poured a record amount of cash into the municipal bond market, hoping to seek shelter from tax hikes expected as part of President Biden’s “Build Back Better” social spending and tax bill and the administration’s infrastructure bill. At this writing, politicians continue to wrangle with details of the proposed legislation,...

Jan 27, 2022 Written by: Chris Ryon

In 2021, investors poured a record amount of cash into the municipal bond market, hoping to seek shelter from tax hikes expected as part of President

Continue Reading
5 Lessons You Learned If You Started Investing in 2011

5 Lessons You Learned If You Started Investing in 2011

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 bias”—the tendency to overemphasize recent events when we try to predict the future. Recency plays a huge role in shaping relative valuations and deciding...

Jan 7, 2022 Written by: 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

Continue Reading
Money Market Funds vs. Short-Term Municipals: Time and Yield Work in Investors’ Favor, If They Have the Time and Yield

Money Market Funds vs. Short-Term Municipals: Time and Yield Work in Investors’ Favor, If They Have the Time and Yield

Some of our clients are concerned with the stock market's valuation and are searching for lower-risk options for protecting their gains.  

Dec 16, 2021 Written by: Chris Ryon

Some of our clients are concerned with the stock market's valuation and are searching for lower-risk options for protecting their gains.  

Continue Reading
How to Quantify Muni Risks

How to Quantify Muni Risks

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 their quantitative approach to calculating and managing risk.

Dec 8, 2021 Written by: City Different Investments

Earlier this year, municipal bond investors chasing returns often found themselves over their skis on risk. In our recent call, our fixed income

Continue Reading
Coping with the Income/Risk Trade-off in the Current Market

Coping with the Income/Risk Trade-off in the Current Market

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 seeking yield, often exposing them to longer durations and lower credit quality in search of income.

Dec 3, 2021 Written by: City Different Investments

For years, interest rates have remained low compared to historical norms – and well below the current rates of inflation.  This in turn has

Continue Reading
Highlights from the City Different Investments Introductory Call

Highlights from the City Different Investments Introductory Call

If you missed our live webinar a few weeks ago, you can now watch the replay. We were excited by the number of attendees and impressed by their questions. During the call, Connor, Chris and Sweta discussed their careers at Thornburg and other big institutions and explained why they and our other colleagues broke away to start City Different – a...

Nov 16, 2021 Written by: City Different Investments

If you missed our live webinar a few weeks ago, you can now watch the replay. We were excited by the number of attendees and impressed by their

Continue Reading

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