Inflation: Yesterday's Story or A Secular Change? – RBA's Quarterly Market Update
RBA’s quarterly market update is now available on-demand. Richard Bernstein and Michael Contopoulos, RBA’s Director of Fixed Income, explain our current views and how our portfolios are positioned accordingly. All of RBA’s strategies are available on the CAAP platform at Cambridge.
Key Discussion Points:
- De-globalization and reducing competition
- It's no longer your parents' fixed income markets
- Sector vs. country implications
- Physical vs. meta-physical assets
- How RBA is positioned to take advantage of 2023’s shifting markets
Related research
AdvisorIntelligence Capital Gains Estimates - As of November 27th 2023
AdvisorIntelligence’s Newest Capital Gains Estimates are now available below under Resources.
Berkshire Asset Management Newsletter: Investment Narrative - September 2023
The frenzy of growth stocks partly fueled by AI is on full display in ‘23.
iMGP DBi Managed Futures Strategy ETF Update with Andrew Beer | October 2023
In this new video update, Andrew Beer covers topics including September performance, portfolio rot ...