Private Equity, the Hot Asset Class for Allocators, Faces Headwinds
September 22, 2022 – Chief Investment Officer, Stuart Katz, was featured in Chief Investment Officer Magazine to discuss ‘Private Equity, the Hot Asset Class for Allocators, Faces Headwinds.’ “It seems prudent on the 2022 vintage year,” Katz said, “But historically, that doesn’t make much sense. The heart can interfere with the head.” Read the full […]
As Fed battles inflation, financial advisors brace for recession fallout
September 20, 2022 – Chief Investment Officer, Stuart Katz, was featured in InvestmentNews ‘As Fed battles inflation, financial advisors brace for recession fallout.’ ’ “It’s hard to time the markets, especially when half of the S&P 500 Index’s strongest days over the last 20 years occurred during a bear market,” Katz said, “Investing carries the […]
Tug Of War Between Top-Down Rates and Bottom Up Fundamentals: Rates Are Winning…
By Stuart Katz, Chief Investment Officer September 14, 2022 – Despite the recently reported strong earnings season, the rally from the June lows led to P/E multiple expansion. The key mantra for this cycle has been: “As the two-year yield goes, so go valuation multiples.” The 2 year US Treasury rate of 3.75% is at a […]
Understanding the Inflation Reduction Act from a Wealth Planning and Investment Perspective
By Mallon FitzPatrick, CFP®, Head of Wealth Planning, and Stuart Katz, Chief Investment Officer August 29, 2022 – After considerable back and forth between lawmakers and the White House, President Joe Biden signed the Inflation Reduction Act (IRA) into law on Tuesday, August 16, 2022. The approximately $485 billion spending bill is offset by a forecasted […]
The Nuts And Bolts Of The Inflation Reduction Act For Clients
August 23, 2022 – Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick were featured in Financial Advisor Magazine to discuss ‘The Nuts And Bolts Of The Inflation Reduction Act For Clients.’ Read the full piece here: https://bit.ly/3R8WrWk
We’re Only Human – Navigating the Markets with Biases in Mind
By Chief Investment Officer, Stuart Katz As published in Wealthmanagement.com August 22, 2022 – From 1979 through 2019, the S&P 500 Index had an average annual return of 12%, prompting many investors to operate with that rate in mind for any given year. However, looking closer, the Index only returned between 9% and 12% three […]
2022 Mid Year Outlook Webinar
July 21, 2022 – With the 1st half of 2022 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss their economic and market outlooks for the 2nd half of the year. Head of Wealth Planning Mallon FitzPatrick will also share financial planning advice to keep in mind for the remainder […]
Artwork, Anybody? The Case for Investing in Offbeat Alts
June 30, 2022 – Chief Investment Officer, Stuart Katz was featured in Chief Investment Officer Magazine to discuss ‘Artwork, Anybody? The Case for Investing in Offbeat Alts.’ “The underlying theme here is investors want alpha in their assets that are non-correlated to conventional investment classes.” Read the full piece here: https://bit.ly/3nqSuPQ
Stuart Katz featured in Citywire
May 4, 2022 – Our Chief Investment Officer, Stuart Katz, was featured in Citywire’s Due Diligence Report discussing “Investors Edge East for Opportunity.” Stuart commented: “While the near-term issues are clear, we believe China’s ties to Russia have created a new concern that requires more compensation for holding its securities.” Read the full article here: […]
Inflation & The Federal Reserve: Four Experts Weigh-In
April 18, 2022 – As Federal Reserve attempts to tame inflation, investors face a complex macro setup with unprecedented policy risks that may impact all asset classes. Gravity Exists spoke with four investment experts about these and other challenges that allocators will be forced to navigate in the coming quarters: Robertson Stephens CIO Stuart Katz, RBC […]
What to Do About Today’s “Wall of Worry”
March 31, 2022 – Stuart Katz was interviewed by Think Advisor, discussing portfolio construction for the long-term, what advisors are most worried about, digital assets and alternative investment options, the recent growth at Robertson Stephens, and the benefits of having a financial plan. https://bit.ly/3DqDLLS
The Russian Bear Hugs Markets
By Stuart Katz, Chief Investment Officer March 15, 2022 – First, we want to recognize that any discussion of investments pales in comparison to the beyond tragic devastation and loss of Ukrainian life. Since the Russian invasion of Ukraine on February 24th, the investment backdrop has changed considerably, with an escalation in geopolitical tensions putting […]