• Skip to main content
  • Skip to footer

Robertson Stephens

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

Investment Office Insights

Robertson Stephens Weekly Commentary – January 23, 2023

Later this week, the Bureau of Economic Analysis will release its first (of three) estimate of fourth quarter US GDP. The data leading up to this announcement has been relatively clear in signaling that the top-line growth rate is in the range of

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

Robertson Stephens Weekly Commentary – January 17, 2023

Global economic developments take the stage this week, with China having already grabbed the spotlight by announcing 2022 economic growth of 2.9% -- better than expected but well below the long-standing Chinese growth target of 6%. In addition to

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

Robertson Stephens Weekly Commentary – January 9, 2023

All eyes this week fall on the inflation numbers for December and how they will answer the many questions about the path forward for the Fed and the US economy. The week started with an important positive from the New York Fed, which reported a

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

Robertson Stephens Weekly Commentary – January 3, 2023

The new year begins with China fully opening for business after dropping zero-Covid policies, Europe flush with energy reserves and the US economy growing at an approximate 3.5% pace. Nevertheless, anxious questions about all three critical regions

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

More

Filed Under: Insights Tagged With: Investment Office Insights, Stuart Katz

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

More

Filed Under: News Tagged With: Investment Office Insights, Stuart Katz

Robertson Stephens Weekly Commentary – December 12, 2022

All eyes are on the Federal Reserve this week, with a more than side-long glance at economic activity in the United States and China. Wednesday’s announcement of interest rate changes – a 50 bps increase in the Fed Funds rate is widely expected—and

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

S&P 500 Notches Five-Day Losing Streak as Investors Mull Path for Rates

December 7, 2022 - Chief Investment Officer, Stuart Katz was featured in The Wall Street Journal to discuss ‘S&P 500 Notches Five-Day Losing Streak as Investors Mull Path for Rates.’ “Risk markets are highly dependent and seesawing with each new

More

Filed Under: News Tagged With: Investment Office Insights, Stuart Katz

Robertson Stephens Weekly Commentary – December 5, 2022

The US economy continues its steadfast march to the end of the year, with few signs of weakening consumer spending and a still strong labor market. The Federal Reserve is inclined to keep raising interest rates, albeit at a slower pace, as indicated

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

Robertson Stephens Weekly Commentary – November 28, 2022

There is mounting evidence that global inflation has peaked. Decelerating price increases or outright price declines are primarily witnessed in wholesale/producer prices which may account for as much as half of the unusually sharp rise in inflation

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 8
  • Go to Next Page »

We are a boutique firm that offers a comprehensive suite of wealth management solutions.

Talk To Us

Footer


Brochure Disclosures Contact Us
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
Who We Are
What We Do
Insights
News Room
Careers
Who We Are | What We Do | Insights | News Room | Careers

Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio