US Stocks Fall Ahead of Fed Meeting
January 30, 2023 – Chief Investment Officer, Stuart Katz was featured in The Wall Street Journal to discuss ‘U.S. Stocks Fall Ahead of Fed Meeting.’ “Markets believe that “the bleak period of 2022 could quickly be going into the rearview mirror,” said Katz. “Optimism is premature, citing the disconnect between investors and the Fed over […]
2023 Outlook Webinar
January 26, 2023 – Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick as they share their 2023 outlook. 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 […]
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 […]
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 […]
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 data print and central bank comment,” Katz said. Read the full piece here: https://on.wsj.com/3VIjD0g
What Is the Bigger Risk for Investors Today Interest Rate Risk or Recession Risk?
November 22, 2022 – Chief Investment Officer, Stuart Katz appears on Nasdaq Trade Talks to discuss whether interest rate risk or recession risk is a bigger risk for investors. “Inflation is going to be more persistent than history would suggest, and we believe the go forward requires investors to recognize there’s a new normal, so […]
What To Do With Clients’ Cash Now That Interest Rates Are Up
November 16, 2022 – CIO, Stuart Katz was featured in Financial Advisor Magazine discussing ‘What To Do With Clients’ Cash Now That Interest Rates Are Up.’ “I Bonds are government-backed [and] state- and local-income tax free,” says Katz. But “there are liquidity and maximum-investment-size considerations.” Read the full piece here: https://bit.ly/3AkJMK2
Are China Stocks Toxic Now? Wealth Management Pros Weigh In
November 2, 2022 – Chief Investment Officer, Stuart Katz was featured in Barron’s ‘Are China Stocks Toxic Now? Wealth Management Pros Weigh In.’ “Our assessment at this point is that China is a challenging environment to invest in, and if one were to have an interest in emerging markets, India and Brazil may be providing […]
Fed Has Never Stopped Hiking Before Interest Rates Surpassed CPI
October 19, 2022 – Chief Investment Officer, Stuart Katz appeared on TD Ameritrade to discuss how the ‘Fed Has Never Stopped Hiking Before Interest Rates Surpassed CPI.’ “Look we believe in error of low inflation, low interest rates in support of fiscal and monetary policies in the rearview mirror. So let’s not drive that way […]
How Wealth Managers Approach Thematic Investing
October 4, 2022 – Chief Investment Officer, Stuart Katz was featured in Family Wealth Report discussing ‘How Wealth Managers Approach Thematic Investing.’ “The general partner has the structural flexibility to deploy capital in a disciplined way, add operational value [through] a control investor and thoughtfully decide to monetize the investments over time.” Read the full […]
As Fed battles inflation, fixed-income investing regains popularity, purpose
October 3, 2022 – Chief Investment Officer, Stuart Katz was featured in InvestmentNews discussing ‘As Fed battles inflation, fixed-income investing regains popularity, purpose.’ “Historically, once inflation goes above 5%, it’s never come down until the Fed funds rate has risen above CPI,” Katz said, “We think the inflation journey from 8% to 5% will be much easier than from […]
Fixed income now: How to manage rising rates and increased risk
September 29, 2022 – CIO, Stuart Katz, joined Jeff Benjamin from InvestmentNews in discussing the fixed income markets and how one can manage rising rates as well as increased risk. Webcast summary: The Federal Reserve has changed the interest rate landscape. Yields are on the rise, along with the risks. How should advisers guide clients […]