Wall St Week Ahead-Biden Victory? Disputed election? Wall Street Prices in November Outcomes
Reuters David Randall and Saqib Iqbal Ahmed, August 16, 2020 Our Chief Investment Officer and Chief Executive Officer, Stuart Katz, shared his insights on the affect of a Biden administration with David Randall of Reuters. A proposed corporate tax rate increase to 28% could shave about 5.5% off 2021 S&P 500 earnings, lower capital spending […]
The US Presidential Election and Politics in Your Portfolio
Stuart Katz, Chief Investment Officer, August 12, 2020 Politics and Markets Markets dislike uncertainty and we are within three months of a U.S. presidential election, while in the middle of a pandemic. The S&P 500’s average historical performance during close election years implies that the market will trade in a tight range prior to the […]
S&P Concentration Considerations
August 4, 2020 – There are increasing concerns in the market place regarding the concentration in the S&P500. Click Here for the Investment Office’s Perspective on this Concentration Topic We maintain the view that fundamentals are the ultimate transmission mechanism for long term value creation. The typical market headlines focus on the investment “speculation” chasing […]
Advisors Turn to Alts in Rocky 2020
Citywire Jake Martin, Reporter, July 22, 2020 Chief Investment Officer and Chief Executive Officer, Stuart Katz discussed why qualified investors should be considering complimenting a core public investment portfolio with alternatives. Stuart Katz, chief executive and chief investment officer of Robertson Stephens, a $1.2bn San Francisco RIA, said the growing demand for yield combined with […]
COVID-19 Puts Alternatives Back in the Mainstream
InvestmentNews Jeff Benjamin, Senior Columnist, July 12, 2020 Chief Investment Officer, Stuart Katz shares his insights on meaningful performance dispersion between the best and worst alternative investments. “There is meaningful performance dispersion between the best and worst alternative investments, unlike the public markets,” said Stuart Katz, chief executive and chief investment officer at Robertson Stephen […]
Why Offices, Abandoned as a Virus Risk, Will Be Back
Chief Investment Officer Larry Light, Markets Editor, June 16, 2020 Chief Investment Officer and Chief Executive Officer, Stuart Katz, shares his thoughts on why office buildings, currently empty as a health risk, will one day be full again. Also called “densification,” this arrangement ran into a quagmire with the onset of the pandemic. Suddenly, the […]
Catalysts Amid Crisis
Sun Valley Property News June 2020 Issue, Page 132-133 Chief Investment Officer, Stuart Katz, sat down with SVPN to discuss the current market situation and what opportunities Robertson Stephens is exploring with clients amidst the new landscape. Stuart shares his insights on a post-pandemic world, his current market outlook and potential structural benefits to the […]
Investors Flock to Cash. Here’s What They Need to Know
The Wall Street Journal Bailey McCann, Writer, June 7, 2020 Chief Investment Officer, Stuart Katz shares his thoughts on investors turning to cash and what that means for their re-entry into the market. Behavioral investing data shows that the longer you are in cash, the longer you are likely to stay in cash. Investors tend […]
Another Stroll Around The “Active” Vs “Passive” Investment Debate
As published on Family Wealth Report Jeanette Garretty, Chief Economist and Stuart Katz, Chief Investment Officer, May 29, 2020 The age-old debate about the pros and cons of “active” versus “passive” investing got a new jolt when global equity markets slumped earlier this year – and then recovered somewhat on the back of massive central […]
Robertson Stephens Establishes Austin, Texas Office
Advisor Pam Friedman joins firm as Managing Director and Principal San Francisco, Calif.— April 7, 2020—Robertson Stephens (“Robertson Stephens”) continues to expand its presence nationally by opening its first Southwestern office in Austin, TX. Financial advisor, Pam Friedman, CFP®, Certified Divorce Financial Analyst® will join as Managing Director and Principal, bring over $60 million in […]
Robertson Stephens Deepens Its Connections in the Bay Area
Vine Street Wealth Management joins Robertson Stephens San Francisco headquarters San Francisco, Calif.— Feb 19, 2020—Robertson Stephens (“Robertson Stephens”) adds Vine Street Wealth Management (“Vine Street”), a Marin County-based registered investment advisor managing approximately $150 million in assets. Vine Street co-founders John Bernabei and Zack Perry will join Robertson Stephens as Managing Directors and continue […]
Alternatives Make Your Investment Portfolio Ride More Comfortable
As seen in ThinkAdvisor By Stuart Katz, CEO & CIO, December 19 2019 If you’ve ever watched the races at Le Mans – or Indianapolis, for that matter – one thing you don’t see is the safety features built into the cars. Race car drivers go fast, but they are among the most safety-conscious drivers […]