Stuart Katz featured in Citywire
Chief Investment Officer, Stuart Katz was featured in Citywire to discuss the real estate sector in “Building on A Solid Foundation of Demand.” “There are several favorable dynamics supporting strong defensive earnings growth, including supply and demand imbalances and higher construction costs that are slowing attractively priced new homes.” Read the full piece here: https://bit.ly/3M3bMF0
Stuart Katz featured in Citywire
May 4, 2022 – Our Chief Investment Officer, Stuart Katz, was featured in Citywire’s Due Diligence Report discussing “Investors Edge East for Opportunity.” Stuart commented: “While the near-term issues are clear, we believe China’s ties to Russia have created a new concern that requires more compensation for holding its securities.” Read the full article here: […]
Inflation & The Federal Reserve: Four Experts Weigh-In
April 18, 2022 – As Federal Reserve attempts to tame inflation, investors face a complex macro setup with unprecedented policy risks that may impact all asset classes. Gravity Exists spoke with four investment experts about these and other challenges that allocators will be forced to navigate in the coming quarters: Robertson Stephens CIO Stuart Katz, RBC […]
What to Do About Today’s “Wall of Worry”
March 31, 2022 – Stuart Katz was interviewed by Think Advisor, discussing portfolio construction for the long-term, what advisors are most worried about, digital assets and alternative investment options, the recent growth at Robertson Stephens, and the benefits of having a financial plan. https://bit.ly/3DqDLLS
The Russian Bear Hugs Markets
By Stuart Katz, Chief Investment Officer March 15, 2022 – First, we want to recognize that any discussion of investments pales in comparison to the beyond tragic devastation and loss of Ukrainian life. Since the Russian invasion of Ukraine on February 24th, the investment backdrop has changed considerably, with an escalation in geopolitical tensions putting […]
Biden’s Digital Asset Order Could Bring Clarity on Crypto for Advisors
March 14, 2022 – Stuart Katz was featured in Barron’s Advisor News piece about Biden’s Executive Order on digital assets saying, “All of this is an encouraging step forward for the consideration of digital currencies as a protentional asset class in diversified investment portfolios.” Read the full piece here: https://bit.ly/3taP8Es
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