Warehouses Outperform in Cloudy Commercial Real Estate Environment
May 1, 2023 – Chief Investment Officer, Stuart Katz was featured in Chief Investment Officer Magazine to discuss ‘Warehouses outperform in a cloudy commercial real estate environment.’ “Many people developed new habits during the pandemic and we don’t see them going back,” says Katz. “This was the case before the pandemic, but people spending so […]
3 Questions with Robertson Stephens featuring Stuart Katz
April 21, 2023 – Chief Investment Officer, Stuart Katz, joins Chief Marketing Officer, Louis Calabrese, to discuss his views on the remainder of 2023, commercial real estate and AI(artificial intelligence). 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 […]
Money Market Funds
By CIO, Stuart Katz March 13, 2023 – During the April 2020 COVID market meltdown, there was an increasing number of questions regarding money market funds. It seems we are “back to the future.” Below is the Investment Office’s summary of several key issues to consider in this environment of elevated uncertainty and volatility. “Broke […]
Catalysts, Consequences, Contagion (Triple CCC)
By Stuart Katz, CIO March 10, 2023 What Yesterday, bank stocks declined, triggered partly by an item on the list of SEC disclosures by SVB Financial (stock declined 63%), owner of Silicon Valley bank (the 16th largest bank in the US with $210 billion in assets). These disclosures included a substantial capital raise to shore […]
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 […]