Investment Commentary – January 21, 2025
Executive Summary Earnings season starts strong, and U.S. economic data keeps beating estimates. Last week, stocks and bonds were up on the week (bond prices up / yields down). The S&P 500 outperformed the MSCI EAFE and MSCI emerging markets indices. The best-performing sectors in the S&P 500 were energy, financials, and materials. Across U.S. […]
Investment Commentary – January 13, 2025
Executive Summary Last week, US stocks and bonds were down. The MSCI EAFE (non US developed) and MSCI emerging markets indices outperformed the S&P 500. The best performing sectors in the S&P 500 were energy, health care, and materials. Across U.S. style & market cap indices, large-cap value did the best, and the value factor […]
2024 Mid Year Investment and Wealth Planning Outlook Webinar
Chief Economist Jeanette Garretty hosted Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick as they discussed the first half of 2024 and their outlook for the remainder of 2024.
2024 Investment and Wealth Planning Outlook Webinar
January 25, 2024 – Chief Economist Jeanette Garretty hosted Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick as they discussed the end of 2023 and their outlook for 2024. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any […]
Stuart Katz on CNBC Street Signs Asia
October 30, 2023 – Chief Investment Officer, Stuart Katz appeared with Will Koulouris on CNBC Street Signs Asia to discuss the outlook on emerging markets. “I think it’s all about time horizon and recognizing that there are opportunities to access performance in different markets. And you know, there’s an uneven economic recovery in China,” says Katz. “We believe many investors have taken a too narrow, pessimistic view […]
Bond Market Experts Offer Road Map for What Lies Ahead
October 24, 2023 – Chief Investment Officer, Stuart Katz was featured in etf.com to discuss ‘Bond Market Experts Offer Road Map for What Lies Ahead.’ “We believe long yields are rising for several reasons: Treasury supply is larger than expected with little concern for fiscal restraint, stronger-than-expected growth, September Fed Dot Plot and less foreign buyers including China and […]
Understanding the yield curve: why economists use it to predict recessions
October 24, 2023 – Chief Investment Officer, Stuart Katz and Chief Economist & Managing Director, Jeanette Garretty were featured in Fortune to discuss ‘Understanding the yield curve: why economists use it to predict recessions.’ “Every recession that we’ve seen has been preceded by an inverted yield curve,” says Garretty. “That’s not to say that every inverted yield curve has pointed to […]
After Exxon: Seeing ESG Investing Through a New Lens
By Christopher Knapp, Robertson Stephens, and William Page, Essex Investment Management September 16, 2021 – If there’s one thing the recent boardroom showdown over Exxon Mobil Corp’s stance on renewable energy has demonstrated to the world, it’s that environmental, social and corporate governance (ESG) investing is no longer child’s play. In that clash, BlackRock and Vanguard, […]
Investing in ESG Webinar
April 21, 2021 During our Investing in ESG webinar, our CEO, Raj Bhattacharyya sat down with Chief Investment Officer, Stuart Katz, and Head of ESG and Impact Investing, Christopher Knapp, to discuss our philosophy, approach to ESG and how we integrate ESG themes into client portfolios. To learn more about ESG, please do not hesitate to […]