For Trend-Setting Family Offices – and Those Following Their Lead – Timing Is Key
June 27, 2023 – Chief Investment Officer, Stuart Katz was featured in Chief Investment Officer Magazine to discuss ‘For Trend-Setting Family Offices – and Those Following Their Lead – Timing Is Key.’ “There are diverse opportunities in private credit that can work for families, institutions, foundations, endowments,” says Katz. “We’ve seen interest in corporate lending, real estate lending and, […]
When Will Gas Prices Go Down?
June 13, 2023 – Chief Investment Officer, Stuart Katz was featured in The Wall Street Journalto discuss ‘When Will Gas Prices Go Down? Don’t expect cheap Covid-era gas prices to return any time soon.’ “A large share of retail gas prices is crude oil price per barrel,” says Katz. “When per-barrel prices go up, gas […]
Due Diligence Report
June 7, 2023 – Chief Investment Officer, Stuart Katz was presented in Citywire Due Diligence Report to discuss ‘Betting On: Dividend Growth.’ “Political risks [both] domestic and abroad are also elevated,’ Katz says. ‘As a result, we intentionally allocate to equity strategies with a focus on dividend growers, which have proven over time to be […]
Dr. Copper’s weak performance suggests more economic woes ahead
June 1, 2023 – Chief Investment Officer, Stuart Katz was featured in MarketWatch to discuss ‘Dr. Copper’s weak performance suggests more economic woes ahead.’ Forecasts suggest “growing demand for copper from the power and construction sectors, and the proliferation of electric vehicles may result in a copper shortage by 2025,” says Katz. “Copper prices are […]
Best Investments For A Debt Ceiling Deal
June 1, 2023 – Chief Investment Officer, Stuart Katz was featured in Forbes to discuss ‘Best Investments For A Debt Ceiling.’ Katz is urging clients to keep eyes peeled for small-cap investment opportunities. “During periods of higher inflation, small caps have outperformed large caps, and the longer-term trend of reshoring will also provide a tailwind,” […]
Can The Performance of Large-Cap Tech Hold up in the Longer-Term?
May 31, 2023 – Chief Investment Officer, Stuart Katz appears on Nasdaq TradeTalks discussing ‘Can The Performance of Large-Cap Tech Hold up in the Longer-Term?’ “All risk markets are priced relative to the risk-free rate of US treasuries, however, today’s challenge is that there are cross currents impacting the direction of the risk-free rate in […]
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 […]