--- title: City Different Investments Blog | Market Insights description: Market Insights | City Different Investments Insights Blog --- [![City Different Investments](https://blog.citydifferentinvestments.com/hubfs/raw_assets/public/City_Different_Investments_September2021/images/CDI-Logo.svg "City Different Investments")](https://citydifferentinvestments.com/) Menu - About - [Our Story](https://citydifferentinvestments.com/our-story/) - [People](https://citydifferentinvestments.com/people/) - [Community Commitment](https://citydifferentinvestments.com/community-commitment/) - [Strategies](https://citydifferentinvestments.com/strategies/) - [Fixed Income](https://citydifferentinvestments.com/strategies/fixed-income/) - Municipal Bond - [Short-Term](https://citydifferentinvestments.com/strategies/fixed-income/short-term-municipal-bond/) - [Limited-Term](https://citydifferentinvestments.com/strategies/fixed-income/limited-term-municipal-bond/) - [Intermediate-Term](https://citydifferentinvestments.com/strategies/fixed-income/intermediate-term-municipal-bond/) - 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[Form ADV 3](https://citydifferentinvestments.com/wp-content/uploads/2026/03/CDI.Form-ADV-Part-3-final.pdf) - [Terms & Privacy](https://citydifferentinvestments.com/terms-privacy/) - [Insights](https://blog.citydifferentinvestments.com) - [Blog](https://blog.citydifferentinvestments.com/tag/market-insights) - [Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review) - [Informed Investor](https://blog.citydifferentinvestments.com/tag/informed-investor) - [Exclusive Content](https://info.citydifferentinvestments.com/signup-for-exclusive-content) - [Videos](https://www.youtube.com/@CityDifferentInvestments) - [Contact](https://citydifferentinvestments.com/contact/) [Schedule a Call](https://citydifferentinvestments.com/contact/) ![tag-logo](https://blog.citydifferentinvestments.com/hubfs/raw_assets/public/City_Different_Investments_September2021/images/main-logo-dark-with-yellow.png) # Insights Blog News, insights and thought leadership from **the City Different team.** ##### FEATURED POSTS [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20AI%20bubble.png)](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) September 24, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [The Avalanche Theory of Investing](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) [Rolf Kelly](https://blog.citydifferentinvestments.com/author/rolf-kelly) There's a particular thing the mountains teach you if you spend enough time in them: You can't outrun an avalanche from inside one. The work is in not being on the slope when one comes down. After a... [Read](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20AI%20bubble%20(2).png)](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) September 15, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [Diversifying Away From AI](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) ![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) [Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne) When someone starts to worry that AI valuations have run too far, the instinct is to ask whether now is the time to get out. I understand that instinct, and it’s not a bad one. The issue we’re... [Read](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Postcard%20from%20china.png)](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) September 08, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Time to Panic about Bonds?](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) The financial press has found its story du jour: “The Death of the Safe Haven: How to Fix Your Bond Strategy as Yields Rise.” Nothing sells quite like fear (even though bond yields are indeed scary... [Read](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) Filter by: ALL BLOG POSTS [All Posts](https://blog.citydifferentinvestments.com/) [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity) [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) [Informed Investor](https://blog.citydifferentinvestments.com/tag/informed-investor) [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies) [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights) [Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review) Archives: Select Month [September 2026](https://blog.citydifferentinvestments.com/archive/2026/09)[August 2026](https://blog.citydifferentinvestments.com/archive/2026/08)[July 2026](https://blog.citydifferentinvestments.com/archive/2026/07)[June 2026](https://blog.citydifferentinvestments.com/archive/2026/06)[May 2026](https://blog.citydifferentinvestments.com/archive/2026/05)[April 2026](https://blog.citydifferentinvestments.com/archive/2026/04)[March 2026](https://blog.citydifferentinvestments.com/archive/2026/03)[February 2026](https://blog.citydifferentinvestments.com/archive/2026/02)[January 2026](https://blog.citydifferentinvestments.com/archive/2026/01)[December 2025](https://blog.citydifferentinvestments.com/archive/2025/12)[November 2025](https://blog.citydifferentinvestments.com/archive/2025/11)[October 2025](https://blog.citydifferentinvestments.com/archive/2025/10)[September 2025](https://blog.citydifferentinvestments.com/archive/2025/09)[August 2025](https://blog.citydifferentinvestments.com/archive/2025/08)[July 2025](https://blog.citydifferentinvestments.com/archive/2025/07)[June 2025](https://blog.citydifferentinvestments.com/archive/2025/06)[May 2025](https://blog.citydifferentinvestments.com/archive/2025/05)[April 2025](https://blog.citydifferentinvestments.com/archive/2025/04)[March 2025](https://blog.citydifferentinvestments.com/archive/2025/03)[February 2025](https://blog.citydifferentinvestments.com/archive/2025/02)[January 2025](https://blog.citydifferentinvestments.com/archive/2025/01)[December 2024](https://blog.citydifferentinvestments.com/archive/2024/12)[November 2024](https://blog.citydifferentinvestments.com/archive/2024/11)[October 2024](https://blog.citydifferentinvestments.com/archive/2024/10)[September 2024](https://blog.citydifferentinvestments.com/archive/2024/09)[August 2024](https://blog.citydifferentinvestments.com/archive/2024/08)[July 2024](https://blog.citydifferentinvestments.com/archive/2024/07)[June 2024](https://blog.citydifferentinvestments.com/archive/2024/06)[May 2024](https://blog.citydifferentinvestments.com/archive/2024/05)[April 2024](https://blog.citydifferentinvestments.com/archive/2024/04)[March 2024](https://blog.citydifferentinvestments.com/archive/2024/03)[February 2024](https://blog.citydifferentinvestments.com/archive/2024/02)[January 2024](https://blog.citydifferentinvestments.com/archive/2024/01) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20AI%20bubble.png)](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) September 24, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [The Avalanche Theory of Investing](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) [Rolf Kelly](https://blog.citydifferentinvestments.com/author/rolf-kelly) There's a particular thing the mountains teach you if you spend enough time in them: You can't outrun an avalanche from inside one. The work is in not being on the slope when one comes down. After a... [Read](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20AI%20bubble%20(2).png)](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) September 15, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [Diversifying Away From AI](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) ![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) [Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne) When someone starts to worry that AI valuations have run too far, the instinct is to ask whether now is the time to get out. I understand that instinct, and it’s not a bad one. The issue we’re... [Read](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Postcard%20from%20china.png)](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) September 08, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Time to Panic about Bonds?](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) The financial press has found its story du jour: “The Death of the Safe Haven: How to Fix Your Bond Strategy as Yields Rise.” Nothing sells quite like fear (even though bond yields are indeed scary... [Read](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Postcard%20from%20china%20(1).png)](https://blog.citydifferentinvestments.com/the-rise-of-the-long-duration-enterprise) August 24, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights) ## [The Rise of the Long Duration Enterprise](https://blog.citydifferentinvestments.com/the-rise-of-the-long-duration-enterprise) [Joel Van Essen](https://blog.citydifferentinvestments.com/author/joel-van-essen) Earlier this quarter Stanford released its 2026 Search Fund Study. It's the closest thing the search fund world has to a census; it covers 862 funds, success rates, and key performance metrics... [Read](https://blog.citydifferentinvestments.com/the-rise-of-the-long-duration-enterprise) [![](https://blog.citydifferentinvestments.com/hubfs/AI%20bubble.png)](https://blog.citydifferentinvestments.com/the-3-things-were-watching-to-call-an-ai-bubble) August 18, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [The 3 things we're watching to call an AI bubble](https://blog.citydifferentinvestments.com/the-3-things-were-watching-to-call-an-ai-bubble) ![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) [Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne) The debate about AI has gone tribal, and I don't think that serves anyone who actually manages money. On one side you've got the optimists, convinced AI will remake the economy (and take a lot of... [Read](https://blog.citydifferentinvestments.com/the-3-things-were-watching-to-call-an-ai-bubble) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Postcard%20from%20china%20(1).png)](https://blog.citydifferentinvestments.com/postcard-from-chengdu) August 17, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [Postcard From Chengdu](https://blog.citydifferentinvestments.com/postcard-from-chengdu) [Jong Lim](https://blog.citydifferentinvestments.com/author/jong-lim) An electric economy, a decade early Nobody would call Chengdu a quiet city. When you have twenty-one million people, scooter horns, hotpot exhaust fans, and construction at all hours, you get a... [Read](https://blog.citydifferentinvestments.com/postcard-from-chengdu) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20pulling%20in%20the%20sails.png)](https://blog.citydifferentinvestments.com/ranking-my-children) August 03, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity), [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) ## [Ranking My Children](https://blog.citydifferentinvestments.com/ranking-my-children) ![ Rob MacDonald](https://blog.citydifferentinvestments.com/hubfs/Rob-MacDonald-crop.png) [Rob MacDonald](https://blog.citydifferentinvestments.com/author/rob-macdonald) Remember picking teams in gym class? It was a brutal ritual with a predictable mix of embarrassment and hurt feelings that we rightfully left in the past. We generally try to avoid ranking human... [Read](https://blog.citydifferentinvestments.com/ranking-my-children) [![](https://blog.citydifferentinvestments.com/hubfs/pulling%20in%20the%20sails%20(1).png)](https://blog.citydifferentinvestments.com/pulling-in-the-sails) July 21, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [International Equity](https://blog.citydifferentinvestments.com/tag/international-equity) ## [Pulling in the Sails](https://blog.citydifferentinvestments.com/pulling-in-the-sails) [Rolf Kelly](https://blog.citydifferentinvestments.com/author/rolf-kelly) Speculation, Leverage, and the AI Build-Out Try this fun experiment. Go to whatever AI tool you use most and ask it a simple question: based on how much I use you, what would you have to charge me to... [Read](https://blog.citydifferentinvestments.com/pulling-in-the-sails) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Revenge%20of%20the%20Bond%20Nerds.png)](https://blog.citydifferentinvestments.com/the-return-that-actually-returns) July 10, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights) ## [The Return That Actually Returns](https://blog.citydifferentinvestments.com/the-return-that-actually-returns) [Joel Van Essen](https://blog.citydifferentinvestments.com/author/joel-van-essen) Many LPs in private equity right now are sitting on the same frustration: their fund statements still look healthy on paper, their marked IRRs continue to land roughly where the original pitch decks... [Read](https://blog.citydifferentinvestments.com/the-return-that-actually-returns) [![](https://blog.citydifferentinvestments.com/hubfs/Revenge%20of%20the%20Bond%20Nerds.png)](https://blog.citydifferentinvestments.com/revenge-of-the-bond-nerds) July 02, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Revenge of the Bond Nerds](https://blog.citydifferentinvestments.com/revenge-of-the-bond-nerds) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) Bond investors have grown more sophisticated over the years, and the tools we use to evaluate bonds have evolved alongside us. For decades, yield was the primary measure investors focused on. Yield... [Read](https://blog.citydifferentinvestments.com/revenge-of-the-bond-nerds) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Why%20Bonds%20Still%20Matter.png)](https://blog.citydifferentinvestments.com/when-the-fed-changes-the-yard-stick) June 17, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [When The Fed Changes The Yard Stick](https://blog.citydifferentinvestments.com/when-the-fed-changes-the-yard-stick) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) For the better part of fifteen years, investors have read the Fed's intentions through one number: Core PCE. It became the formal benchmark for the 2% inflation target in 2012, and ever since, the... [Read](https://blog.citydifferentinvestments.com/when-the-fed-changes-the-yard-stick) [![](https://blog.citydifferentinvestments.com/hubfs/Why%20Bonds%20Still%20Matter%20(2).png)](https://blog.citydifferentinvestments.com/why-bonds-still-matter) June 03, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income), [Informed Investor](https://blog.citydifferentinvestments.com/tag/informed-investor) ## [Why Bonds Still Matter](https://blog.citydifferentinvestments.com/why-bonds-still-matter) ![ Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/sweta.png) [Sweta Singh](https://blog.citydifferentinvestments.com/author/sweta-singh) There's a version of the investment conversation that goes something like this: “equities for growth, alternatives for excitement, and bonds left over for investors who've already won (and are now... [Read](https://blog.citydifferentinvestments.com/why-bonds-still-matter) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Warsh.png)](https://blog.citydifferentinvestments.com/private-equity-but-different) May 20, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights) ## [Private Equity But Different](https://blog.citydifferentinvestments.com/private-equity-but-different) [Joel Van Essen](https://blog.citydifferentinvestments.com/author/joel-van-essen) If you've ever heard the phrase "private equity" and immediately pictured a room full of suits in a Manhattan high-rise loading up a perfectly good business with debt, slashing headcount, and then... [Read](https://blog.citydifferentinvestments.com/private-equity-but-different) [![](https://blog.citydifferentinvestments.com/hubfs/Warsh.png)](https://blog.citydifferentinvestments.com/the-warsh-doctrine) May 12, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [The Warsh Doctrine](https://blog.citydifferentinvestments.com/the-warsh-doctrine) ![ Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/sweta.png) [Sweta Singh](https://blog.citydifferentinvestments.com/author/sweta-singh) What a New Fed Chair Means for Fixed Income Kevin Warsh took the helm on May 15, 2026, and has pledged to change the conduct of monetary policy. For fixed-income investors, this is not a transition... [Read](https://blog.citydifferentinvestments.com/the-warsh-doctrine) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Copy%20of%20Copy%20of%20Copy%20of%20IHS%20Towers%20(2).png)](https://blog.citydifferentinvestments.com/first-level-thinking) May 07, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity), [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) ## [First-Level Thinking](https://blog.citydifferentinvestments.com/first-level-thinking) ![ Rob MacDonald](https://blog.citydifferentinvestments.com/hubfs/Rob-MacDonald-crop.png) [Rob MacDonald](https://blog.citydifferentinvestments.com/author/rob-macdonald) Howard Marks has a great investing concept called “second-level thinking.” It’s the idea that superior results come not from knowing what everyone else knows, but rather from seeing things... [Read](https://blog.citydifferentinvestments.com/first-level-thinking) [![](https://blog.citydifferentinvestments.com/hubfs/Mercadolibre%20(1).png)](https://blog.citydifferentinvestments.com/the-mercadolibre-paradox) April 07, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Portfolio Holdings](https://blog.citydifferentinvestments.com/tag/portfolio-holdings), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [The MercadoLibre Paradox](https://blog.citydifferentinvestments.com/the-mercadolibre-paradox) ![ Vinson Walden and Jong Lim](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.55.27%20PM.png) [Vinson Walden and Jong Lim](https://blog.citydifferentinvestments.com/author/vinson-walden-and-jong-lim) Over the past five years, MercadoLibre has grown both revenue and profit dramatically — yet its stock price has gone nowhere. Could this be an opportunity? [Read](https://blog.citydifferentinvestments.com/the-mercadolibre-paradox) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Copy%20of%20Copy%20of%20IHS%20Towers.png)](https://blog.citydifferentinvestments.com/what-investing-can-teach-us-about-march-madness) April 02, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights) ## [What Investing Can Teach Us About March Madness](https://blog.citydifferentinvestments.com/what-investing-can-teach-us-about-march-madness) [Joel Van Essen](https://blog.citydifferentinvestments.com/author/joel-van-essen) We've officially entered my absolute favorite time of the sports calendar year. As millions of others around the country have done this past week, I sat down to fill out my bracket for the annual Van... [Read](https://blog.citydifferentinvestments.com/what-investing-can-teach-us-about-march-madness) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Copy%20of%20IHS%20Towers%20(1).png)](https://blog.citydifferentinvestments.com/how-boutique-fixed-income-looks-different) March 06, 2026 | [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [How Boutique Fixed Income Looks Different](https://blog.citydifferentinvestments.com/how-boutique-fixed-income-looks-different) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) Fixed income is one of those corners of investing where process matters a lot more than people realize. On the surface, many strategies appear similar. Same benchmarks. Same sectors. Same language... [Read](https://blog.citydifferentinvestments.com/how-boutique-fixed-income-looks-different) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20IHS%20Towers%20(1).png)](https://blog.citydifferentinvestments.com/are-treasuries-still-safe) February 27, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Are Treasuries Still Safe?](https://blog.citydifferentinvestments.com/are-treasuries-still-safe) ![ Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/sweta.png) [Sweta Singh](https://blog.citydifferentinvestments.com/author/sweta-singh) Since April, I've had a lot of conversations about whether Treasuries are still a viable safe haven investment. After “Liberation Day,” 10-year Treasuries sold off by ~50 basis points, creating a... [Read](https://blog.citydifferentinvestments.com/are-treasuries-still-safe) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20IHS%20Towers%20(2).png)](https://blog.citydifferentinvestments.com/wallstreet-vs.-mainstreet-private-markets-recap) February 23, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights) ## [Wall Street vs. Main Street: Private Markets Recap](https://blog.citydifferentinvestments.com/wallstreet-vs.-mainstreet-private-markets-recap) [Joel Van Essen](https://blog.citydifferentinvestments.com/author/joel-van-essen) After a few years of rate shocks, inflation whiplash, and underwriting gymnastics, 2025 felt like a year where dealmakers could finally take a full breath… and then immediately remember there’s still... [Read](https://blog.citydifferentinvestments.com/wallstreet-vs.-mainstreet-private-markets-recap) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20IHS%20Towers%20(2).png)](https://blog.citydifferentinvestments.com/the-morning-jerry-investor) February 09, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity), [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) ## [The Morning Jerry Investor](https://blog.citydifferentinvestments.com/the-morning-jerry-investor) ![ Rob MacDonald](https://blog.citydifferentinvestments.com/hubfs/Rob-MacDonald-crop.png) [Rob MacDonald](https://blog.citydifferentinvestments.com/author/rob-macdonald) One of my favorite Seinfeld standup routines compared “Morning Jerry” or “Nighttime Jerry.” Well-rested Morning Jerry was rational and responsible; he made decisions that benefitted himself in the... [Read](https://blog.citydifferentinvestments.com/the-morning-jerry-investor) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20IHS%20Towers%20(1).png)](https://blog.citydifferentinvestments.com/ladder-strategy-supremacy-by-the-numbers) January 09, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Ladder Strategy Supremacy (by the numbers)](https://blog.citydifferentinvestments.com/ladder-strategy-supremacy-by-the-numbers) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) Most fixed income conversations spend a lot of time on what to own (e.g. credit quality, duration, sector exposure) and not nearly enough time on how the portfolio is put together. But structure... [Read](https://blog.citydifferentinvestments.com/ladder-strategy-supremacy-by-the-numbers) [![](https://blog.citydifferentinvestments.com/hubfs/IHS%20Towers%20(3).png)](https://blog.citydifferentinvestments.com/ihs-towers-a-comeback-story-for-2026) January 08, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Portfolio Holdings](https://blog.citydifferentinvestments.com/tag/portfolio-holdings), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [IHS Towers: A Comeback Story for 2026](https://blog.citydifferentinvestments.com/ihs-towers-a-comeback-story-for-2026) ![ Vinson Walden and Jong Lim](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.55.27%20PM.png) [Vinson Walden and Jong Lim](https://blog.citydifferentinvestments.com/author/vinson-walden-and-jong-lim) Shares of London-based IHS Towers crashed during the post-COVID turmoil of 2022-2024. But could they rise again? Cell towers are a critical element of communications infrastructure, enabling the flow... [Read](https://blog.citydifferentinvestments.com/ihs-towers-a-comeback-story-for-2026) [![](https://blog.citydifferentinvestments.com/hubfs/One%20Portfolio%20or%20Two.png)](https://blog.citydifferentinvestments.com/one-portfolio-or-two) December 01, 2025 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity), [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) ## [One Portfolio or Two?](https://blog.citydifferentinvestments.com/one-portfolio-or-two) ![ Rob MacDonald](https://blog.citydifferentinvestments.com/hubfs/Rob-MacDonald-crop.png) [Rob MacDonald](https://blog.citydifferentinvestments.com/author/rob-macdonald) Why We Believe SMID Cap Core Can Beat Separate Small & Mid Allocations Many investors instinctively split their equity sleeve into a “small-cap fund” and a “mid-cap fund,” assuming that... 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