Investment Office Commentary regarding Recent Ukraine-Russia Events
By Stuart Katz, Chief Investment Officer February 24, 2022 – Global equity markets continue to be influenced by two primary macro factors of rising geopolitical risk and changing central bank policies. Investors have been trying to answer two key questions which are intertwined with each other. In the last 24 hours, Russia provided the markets certainty […]
2022 Economic and Investment Outlook Webinar
January 20, 2022 – The beginning of 2022 conjures memories of Yogi Berra’s quote “It’s déjà vu all over again” in several respects, such as rising Covid counts, rising interest rate expectations, and persistent dysfunction in Washington D.C. Our Chief Economist, Jeanette Garretty and Chief Investment Officer, Stuart Katz, discuss their economic and investment outlooks […]
Digital Assets Demand ‘Pick-and-Shovel’ Investment Approach
As published on Wealthmanagement.com, by CIO, Stuart Katz December 31, 2021 – We have witnessed bitcoin’s historic trajectory, emerging from cryptographic obscurity to spawn a generation of newly-minted millionaires with shattering highs in little over a decade. But investors looking to gain from bitcoin’s success and the ensuing explosion of cryptocurrency trading should not make […]
How a Chinese Takeover of Taiwan Would Affect Investments
December 21, 2021 – Our CIO, Stuart Katz spoke with Chief Investment Officer Magazine markets editor Lawrence Light about “How a Chinese Takeover of Taiwan Would Affect Investments.” Stuart shared his insights that “it’s in China’s best interest to stay within the guardrails” and not invade. Read the full piece here: https://bit.ly/3FnA4qK
From Tech to Rare Earths, China’s Reverberations Instill Both Fear and Opportunity
By Stuart Katz, Chief Investment Officer October 28, 2021 – Every year, the markets seem to exhibit some new idiosyncratic risk. Most recently, we saw the tremors caused by China’s abrupt shift in regulatory policy as it tightened control across all facets of society, targeting technology, education and real estate companies in particular. While these […]
Stocks May Be In Trouble. Should You Turn to Bonds?
By Annie Nova, CNBC September 30, 2021 – Stuart Katz discusses how “Stocks may be in trouble. Should you turn to bonds?” in a piece by Annie Nova for CNBC. According to Stuart, “Bonds are facing a lot of headwinds with the threat of rising inflation and a possibility of increasing interest rates.” Read the full piece here: https://cnb.cx/3ikVsDd
Alts may provide the lift 60-40 portfolios need
InvestmentNews September 13, 2021 – CIO Stuart Katz was featured in an InvestmentNews cover story by Jeff Benjamin “Alts may provide the lift 60-40 portfolios need” – Stuart says, “Alternative investments should be assembled by understanding how they work together with a traditional portfolio. The current environment of low yields, elevated valuations, excess liquidity in the marketplace and uncertainty regarding COVID […]
Equities Still Reign as Midyear Sees Expansion Phase
By Stuart Katz, Chief Investment Officer August 31, 2021 – By now it’s clear we are in the throes of a strong economic recovery, one that has shifted into the expansion phase and is on course to gain steam across regions and countries in the second half of the year. The question isn’t whether we […]
2021 Mid Year Economic and Investment Outlook Webinar
July 22, 2021 With the 1st half of 2021 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz share their outlooks for the 2nd half of the year. They will look back at topics such as inflation, supply chains and fiscal stimulus while looking forward to where the economy and markets […]
Lumber prices will fall back to pre-pandemic levels within a year amid considerable volatility, investment chief says
July 17, 2021 – Business Insider By Isabelle Lee Our CIO Stuart Katz was featured in Business Insider commenting that lumber prices will fall back to pre-pandemic levels within a year amid considerable volatility – read more from his interview with Isabelle Lee here. Disclosure Investment advisory services offered through Robertson Stephens Wealth Management, LLC […]
Will Allocators Ever Embrace Liquid Alts?
CIO Magazine, June 29, 2021 Chief Investment Officer, Stuart Katz, spoke with Lawrence Light to weigh in on the liquidity of alternative investments. Stuart highlights the “mismatch between daily liquidity and the underlying asset.” Read more in Chief Investment Officer Magazine here. Disclosure Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson […]
Portfolio Resilience in the Face of Uncertainty
By Stuart Katz, Chief Investment Officer June 24, 2021 – Despite rapid and unpredictable change in the world, many investors have remained steadfastly focused on near- and medium-term performance, settling into a comfort zone of smooth market assumptions. This sense of complacency is especially concerning with current lofty valuations providing a limited margin for safety […]