Value Investor Insight Article "In Transition"
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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
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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?
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"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...
FIXED INCOME MARKET INSIGHTS 2/6/23
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WEEK ENDING 2/3/2023 Highlights of the week: The Fed raised its targeted short-term rate by 0.25%. Chairman Powell’s message has been consistent since his Jackson Hole speech last summer. Why does...
FIXED INCOME MARKET INSIGHTS 1/30/23
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WEEK ENDING 1/27/2023 Highlights of the week: This is a big economic week, with a 25-bps rate hike baked in for Wednesday. A complex economic picture makes the Federal Reserve's job extremely...
FIXED INCOME MARKET INSIGHTS 1/23/23
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WEEK ENDING 1/20/2023 Highlights of the week: Except for jobs figures, the latest wave of economic numbers indicate weakness. “Don’t Fight the Fed!” — with a “data dependent” strategy, our durations...
FIXED INCOME MARKET INSIGHTS 1/16/23
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WEEK ENDING 1/13/2023 Highlights of the week: CPI Edges down for December 2022 Disconnect between the Federal Reserve and Markets view on Inflation February Fed Hike speculated at 25bps
FIXED INCOME MARKET INSIGHTS 01/09/23
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WEEK ENDING 1/6/2023 Highlights of the week: Happy New Year! 2023 starts with a strong December jobs report. The circus is in town, and that town is Washington, DC.
FIXED INCOME MARKET INSIGHTS 12/19/22
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WEEK ENDING 12/16/2022 Highlights of the week: The Fed raises its targeted short-term interest rate by 50 basis points. Many market participants interpret Chairman Powell’s conference as “dovish.”...
FIXED INCOME MARKET INSIGHTS 12/12
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WEEK ENDING 12/09/2022 Highlights of the week: Which story will the Fed tell the markets next week? "It’s a Wonderful Life” or “The Grinch Who Stole Christmas”? The Fed meets this week for the last...
FIXED INCOME MARKET INSIGHTS 12/5
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WEEK ENDING 12/02/2022 Highlights of the week: Latest jobs reports show a resilient labor market. Q4 earnings estimates are finally coming down. Introducing our new acronym, BARB: “Bonds are Back.”
FIXED INCOME MARKET INSIGHTS 11/21
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WEEK ENDING 11/18/2022 Happy Thanksgiving to all our readers. We at City Different Investments (CDI) are very thankful for you and our clients, who continue to trust us with their assets. If you’re...
FIXED INCOME MARKET INSIGHTS 11/14
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WEEK ENDING 11/11/2022 Highlights of the week: October’s Consumer Price Index finally shows that Fed policy is working. China’s opening is inflationary for the United States. Midterms resulted in a...
FIXED INCOME MARKET INSIGHTS 11/07
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WEEK ENDING 11/04/2022 Highlights of the week: The Fed: Slower, Longer, Higher. Whether you look at the JOLTS numbers or Friday’s payroll numbers, the jobs market looks strong. No reason for the Fed...
FIXED INCOME MARKET INSIGHTS 10/31
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WEEK ENDING 10/28/2022 Highlights of the week: The Federal Reserve prepares for a possible 75 bps rate hike this Wednesday. The second biggest event is the nonfarm payroll report this Friday....