March Madness – Short-Term Pain for Long-Term Gain?
By Stuart Katz, Chief Investment Officer March 5, 2025 -March Madness and market uncertainty share striking parallels in their unpredictability and high stakes. The NCAA basketball tournament, known for its “Cinderella stories” and upsets, is a single-elimination event where even top-seeded teams can fall unexpectedly. Similarly, financial markets operate under constant uncertainty, with prices influenced […]
January Recap: Stocks Rally as Market Leadership Shifts in Early 2025
Monthly Market Summary Stocks Trade Higher as Market Leadership Rotates After 2024’s Gains Stocks traded higher to start 2025, but there was a change in market leadership as the rally broadened. Large Cap Value, which underperformed over the past 12 months, outperformed Large Cap Growth by over +2.5% in January. Likewise, the Dow Jones Index […]
Five Near Term Market Themes to Watch
By Stuart Katz, Chief Investment Officer January 27, 2025 – Last week’s inauguration activities in Washington mark Donald Trump’s return to the White House. As the second Trump administration starts, the market is looking ahead to what changes may take place in the coming years. Today, we briefly examine five key themes investors are monitoring […]
2025 and Beyond: Investment and Wealth Planning Outlook Webinar
Jan 24, 2025 – Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick have a conversation moderated by Chief Economist Jeanette Garretty as they offer their perspective on markets and wealth planning. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not […]
Advisors Name the New Technology That’s Having the Biggest Impact on Their Firms
March 13, 2024 – Chief Investment Officer Stuart Katz was featured in Barron’s ‘Advisors Name the New Technology That’s Having the Biggest Impact on Their Firms.’ “The investment process can be very time consuming with regard to sourcing, evaluating, and underwriting investments,” Katz said. “Opto Investments’ technology solution has empowered our investment office and our advisors in a way […]
Here’s Why Financial Advisors Loved Charlie Munger
December 7, 2023 – Chief Investment Officer, Stuart Katz was featured in Barron’s ‘Here’s Why Financial Advisors Loved Charlie Munger.’ “I think many of us who are passionate about investing and markets will remember Charlie Munger for his grandfatherly wit and wisdom and what seemed to be an undercurrent of grumpiness,” Katz said. “What impressed me most was his […]
Bond Market Experts Offer Road Map for What Lies Ahead
October 24, 2023 – Chief Investment Officer, Stuart Katz was featured in etf.com to discuss ‘Bond Market Experts Offer Road Map for What Lies Ahead.’ “We believe long yields are rising for several reasons: Treasury supply is larger than expected with little concern for fiscal restraint, stronger-than-expected growth, September Fed Dot Plot and less foreign buyers including China and […]
Understanding the yield curve: why economists use it to predict recessions
October 24, 2023 – Chief Investment Officer, Stuart Katz and Chief Economist & Managing Director, Jeanette Garretty were featured in Fortune to discuss ‘Understanding the yield curve: why economists use it to predict recessions.’ “Every recession that we’ve seen has been preceded by an inverted yield curve,” says Garretty. “That’s not to say that every inverted yield curve has pointed to […]
How Much Pain Will China’s Slowdown Cause? Investing Pros Weigh In.
September 29, 2023 – Chief Investment Officer, Stuart Katz was featured in Barron’s discussing ‘How Much Pain Will China’s Slowdown Cause? Investing Pros Weigh In.’ “The largest U.S. companies are less exposed to the growing middle class of China and its need for consumption than some of the larger European luxury goods companies,” Katz said. “As a result, the […]
Fitch Rating Agency Downgrade Fallout
By Stuart Katz, Chief Investment Officer Robertson Stephens August 2, 2023 – Stocks continue one of their best years on record. Since 1927, this year ranks as the tenth best year through July 31st. The 2023 strength is supported in part by better-than-expected earnings and more evidence of a resilient US economy that may glide into […]
2023 Mid Year Outlook Webinar
July 25, 2023 – Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick, to discuss the 1st half of 2023 and their expectations for the remainder of the year. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration […]
Stuart Katz on CNBC Street Signs Asia
July 12, 2023 – Chief Investment Officer, Stuart Katz appeared on Will Koulouris CNBC Street Signs Asia to discuss volatility in domestic markets and what opportunities the emerging markets hold. “I think the reality is that you have a resilient U.S. economy and the markets have year to date ignored the idea that long duration […]