2020 Election Roundtable with Stuart Katz
Chief Investment Officer Stuart Katz participated in an Election Roundtable discussing the 2020 Election impact. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the […]
How the 2020 Elections Will Impact Portfolios
Stuart Katz, Chief Investment Officer, October 28, 2020 WHAT IS YOUR PERSPECTIVE ON THE CURRENT ENVIRONMENT? First, regarding the health crisis. Covid-19 related issues are still the dominant factor in personal and business activities, but we are encouraged that despite the resurgence of case counts in the US and Europe, mortality rates are lower as […]
Promise of Private Debt Burns Bright—With a Big If
CIO Magazine By Larry Light, October 27, 2020 Chief Investment Officer, Stuart Katz, discusses how he believes private debt can navigate volatility and what potential challenges may lie ahead for the asset class. “What’s more, said Stuart Katz, CIO of Robertson Stephens Wealth Management, private loans to middle market companies are more difficult than larger […]
CIO Stuart Katz on Nasdaq Tradetalks
NASDAQ Trade Talks Jill Malandrino, Interview, October 23, 2020 Stuart Katz, Chief Investment Officer, talks about the upcoming 2020 election and its impact on investment portfolios, key policy priorities and investment themes. Watch the video here.
In a World Where the Rules of the Game Are Changing, Offense is the New Defense
As seen in the Wealthmanagement 2020 Midyear Outlook Stuart Katz, Chief Investment Officer, August 2020 The uncertainty of our current world and the effects of COVID-19 has raised intense questions that affect each and every one of us, and are central to the way we live our everyday lives. It has brought forth deep-rooted fears […]
Stuart Katz on NASDAQ Trade Talks
NASDAQ Trade Talks Jill Malandrino, Interview, August 26, 2020 Stuart Katz, CEO and CIO of Robertson Stephens, shares his thoughts in an interview with NASDAQ’s Trade Talks, about the current U.S. relationship with China, the upcoming U.S. presidential election, and the likely long-term impact on our client portfolios. He compares our relationship with China to […]
The US Presidential Election and Politics in Your Portfolio
Stuart Katz, Chief Investment Officer, August 12, 2020 Politics and Markets Markets dislike uncertainty and we are within three months of a U.S. presidential election, while in the middle of a pandemic. The S&P 500’s average historical performance during close election years implies that the market will trade in a tight range prior to the […]
Catalysts Amid Crisis
Sun Valley Property News June 2020 Issue, Page 132-133 Chief Investment Officer, Stuart Katz, sat down with SVPN to discuss the current market situation and what opportunities Robertson Stephens is exploring with clients amidst the new landscape. Stuart shares his insights on a post-pandemic world, his current market outlook and potential structural benefits to the […]
Another Stroll Around The “Active” Vs “Passive” Investment Debate
As published on Family Wealth Report Jeanette Garretty, Chief Economist and Stuart Katz, Chief Investment Officer, May 29, 2020 The age-old debate about the pros and cons of “active” versus “passive” investing got a new jolt when global equity markets slumped earlier this year – and then recovered somewhat on the back of massive central […]
Alternatives Make Your Investment Portfolio Ride More Comfortable
As seen in ThinkAdvisor By Stuart Katz, CEO & CIO, December 19 2019 If you’ve ever watched the races at Le Mans – or Indianapolis, for that matter – one thing you don’t see is the safety features built into the cars. Race car drivers go fast, but they are among the most safety-conscious drivers […]