We’re all aware of the challenges investors face here in the States, but what about the rest of the world? City Different Investments portfolio manager Vin Walden recently traveled to Slovakia to investigate the European investment landscape and explore his old stomping grounds. Vin sits down with Sarah Rogala, CDI director of marketing, to...

Interest in ESG investing surged following the pandemic. While the term ESG (environmental, social, and governance) has been around since the early 2000s, something about the “Great Resignation” and the social justice movements of pandemic life brought it to the forefront of investment discussions. Despite recent criticisms on ESG grading and...

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 strategy; long-term horizons, a differentiated research approach, and balanced portfolios. For this piece, we dive into how we balance portfolios. 

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 financial advisor — or a suitable asset allocation and long-term plan — you should fight the urge to react to big market moves.

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Finance is a results-driven field. Leaving women out is leaving money on the table. You all know the stereotypes about the finance industry: It’s a bunch of high-achieving types, pinstripe suits, maybe a corner office with a big mahogany desk. And the person sitting behind that desk? Usually white, and usually a guy. Collectively, we’ve worked in...

I saw this headline on Bloomberg today: "I Put Faith in These Guys: Vanguard Clients Decry Tax Debacle." It got me thinking about the risks embedded in fixed income mutual funds — especially municipal bond funds — during a rising rate environment.

Financial markets continue to oscillate, testing investors’ nerves and patience. As professional investors with decades of experience — including investing through bear markets and full interest rate cycles — we at City Different Investments are steady at the helm. However, we’re aware that many individual investors may feel differently It’s times...

2021 tax bills are due in just a few days, and we’re hearing some uncomfortable groans from mutual fund investors. Here’s why: A combination of strong market gains and high trading activity led to record capital gains distributions, and that means historic capital gains taxes. Below, we’ll explain the relationship between mutual fund performance...

Since opening our doors at City Different Investments, it is finally time to say— segments of the fixed income market are starting to get interesting!  The fixed income markets have endured a significant amount of volatility in the first quarter of 2022. As seen below, as of 4/8/2022 the major fixed income indexes have registered substantial...