Value Investor Insight Article "In Transition"
![]()
Trouble viewing the article? Click for pdf version
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
![]()
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?
![]()
"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...
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...
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...
Your Questions Answered
![]()
Are we headed for a recession or what? Why are mortgage rates still going up? Why shouldn’t I put all my cash into CDs right now?
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...
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...
Grippy Mountain Bike Shoes
![]()
Like many people during the pandemic, I decided to pick up a new hobby. With basically everything shut down, and the outdoors being one of the only relatively safe spaces available to us, my quest...
Avoiding The Cash Trap
![]()
5.5% seems like a pretty great investment return for cash-equivalent instruments. Given how low the risk is for a CD or money market funds, taking the 5.5% and running seems like a solid bet right...
Small-cap, large-cap, index funds, oh my!
![]()
There’s been an interesting discrepancy between the stock market performances of U.S.-listed large vs. small-cap companies in 2023. The S&P 500, which comprises the largest 500 companies listed in...
CDI goes B
![]()
As the climate crisis escalates and social inequality widens, businesses are increasingly held accountable not just for their profits, but also for their impact on both people and the planet. The B...
Memorial Day Default Madness
![]()
It’s the Friday before Memorial Day, a national holiday honoring all those who died while serving in the U.S. military. It’s also seven days before the United States hits the default wall. The...
We are here to help
![]()
Worried about transferring from a Mutual Fund to a Separately Managed Account? We are here to help.