2023 Outlook: Time To Be Extraordinarily Vigilant

As published in wealthmanagement.com By Stuart Katz, Chief Investment Officer Jan 1, 2023 – Central bank monetary policy, corporate profits and investor behavioral tendencies will largely impact the path of markets over the next year.  As the Federal Reserve has lifted short rates, the entire yield curve has risen, and higher interest rates have been […]

Of Tortoises and Hares

As published in Wealthmanagement.com By Jeanette Garretty, Chief Economist Jan 1, 2023 – The last half-decade has seemed to have a certain “rush-to-get-there” quality, exemplified by high-tech unicorns, COVID frustrations, cryptocurrency dreams and Federal Reserve monetary policy. Towards the end of 2022, a change appeared to be in the offing, and 2023 is likely to […]

Robertson Stephens’ Stuart Katz: Answering Key Questions Heading Into 2023

As published for Financial Advisor Magazine – Private Wealth January 3, 2023 – As Chief Investment Officer, and Principal at Robertson Stephens, Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio analytics, risk management, manager selection, and overall long-term strategic portfolio and near-term tactical asset allocation investment process. Russ Alan Prince: What role […]