City Different Investments

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from the City Different Investments team.

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Market Insights (6)

Women in Finance

Women in Finance

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...

Jun 15, 2022

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

Continue Reading
The Risk is Mutual: Mutual Funds in a Rising Rate Environment

The Risk is Mutual: Mutual Funds in a Rising Rate Environment

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.

May 9, 2022

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

Continue Reading
3 Reasons Not to Go It Alone: Benefits of Partnering with a Financial Advisor

3 Reasons Not to Go It Alone: Benefits of Partnering with a Financial Advisor

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...

Apr 18, 2022

Financial markets continue to oscillate, testing investors’ nerves and patience. As professional investors with decades of experience — including

Continue Reading
The Problem With Mutual Fund Capital Gains, And What To Do About It

The Problem With Mutual Fund Capital Gains, And What To Do About It

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...

Apr 13, 2022

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

Continue Reading
Is it time to get into the fixed income market?

Is it time to get into the fixed income market?

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...

Apr 12, 2022

Since opening our doors at City Different Investments, it is finally time to say— segments of the fixed income market are starting to get

Continue Reading
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

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Posts about

Market Insights (6)

Women in Finance

Women in Finance

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...

Jun 15, 2022 Written by: Sweta Singh and Michelle Nowfel

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

Continue Reading
The Risk is Mutual: Mutual Funds in a Rising Rate Environment

The Risk is Mutual: Mutual Funds in a Rising Rate Environment

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.

May 9, 2022 Written by: Chris Ryon

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

Continue Reading
3 Reasons Not to Go It Alone: Benefits of Partnering with a Financial Advisor

3 Reasons Not to Go It Alone: Benefits of Partnering with a Financial Advisor

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...

Apr 18, 2022 Written by: Chris Ryon

Financial markets continue to oscillate, testing investors’ nerves and patience. As professional investors with decades of experience — including

Continue Reading
The Problem With Mutual Fund Capital Gains, And What To Do About It

The Problem With Mutual Fund Capital Gains, And What To Do About It

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...

Apr 13, 2022 Written by: City Different Investments

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

Continue Reading
Is it time to get into the fixed income market?

Is it time to get into the fixed income market?

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...

Apr 12, 2022 Written by: Chris Ryon

Since opening our doors at City Different Investments, it is finally time to say— segments of the fixed income market are starting to get

Continue Reading
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

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