Richard Bernstein Advisors

Inflation: Yesterday's Story or A Secular Change? – RBA's Quarterly Market Update

April 27, 2023 in IMGP Partner

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.

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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