Equities Still Reign as Midyear Sees Expansion Phase
By Stuart Katz, Chief Investment Officer August 31, 2021 – By now it’s clear we are in the throes of a strong economic recovery, one that has shifted into the expansion phase and is on course to gain steam across regions and countries in the second half of the year. The question isn’t whether we […]
2021 Mid Year Economic and Investment Outlook Webinar
July 22, 2021 With the 1st half of 2021 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz share their outlooks for the 2nd half of the year. They will look back at topics such as inflation, supply chains and fiscal stimulus while looking forward to where the economy and markets […]
Lumber prices will fall back to pre-pandemic levels within a year amid considerable volatility, investment chief says
July 17, 2021 – Business Insider By Isabelle Lee Our CIO Stuart Katz was featured in Business Insider commenting that lumber prices will fall back to pre-pandemic levels within a year amid considerable volatility – read more from his interview with Isabelle Lee here. Disclosure Investment advisory services offered through Robertson Stephens Wealth Management, LLC […]
Will Allocators Ever Embrace Liquid Alts?
CIO Magazine, June 29, 2021 Chief Investment Officer, Stuart Katz, spoke with Lawrence Light to weigh in on the liquidity of alternative investments. Stuart highlights the “mismatch between daily liquidity and the underlying asset.” Read more in Chief Investment Officer Magazine here. Disclosure Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson […]
Portfolio Resilience in the Face of Uncertainty
By Stuart Katz, Chief Investment Officer June 24, 2021 – Despite rapid and unpredictable change in the world, many investors have remained steadfastly focused on near- and medium-term performance, settling into a comfort zone of smooth market assumptions. This sense of complacency is especially concerning with current lofty valuations providing a limited margin for safety […]
You Don’t Need a Vaccine to Invest Abroad
By Stuart Katz, Chief Investment Officer, May 28, 2021 While many are still ruminating about a life of international travel, wondering when it might be safe to resume vacation planning overseas, others aren’t waiting to enjoy some of what the world’s destinations have to offer. They haven’t booked a flight to a Greek island or […]
Alternative Real Estate Strategy Insights
By Stuart Katz, Chief Investment Officer, May 27, 2021 As part of the Investment Office’s commitment to communication and information, below please find our current observations and framework to help support our alternative real estate recommendations in multifamily (MF) and single family rental (SFR). Despite the current price environment, the IO maintains its conviction in […]
Investing in ESG Webinar
April 21, 2021 During our Investing in ESG webinar, our CEO, Raj Bhattacharyya sat down with Chief Investment Officer, Stuart Katz, and Head of ESG and Impact Investing, Christopher Knapp, to discuss our philosophy, approach to ESG and how we integrate ESG themes into client portfolios. To learn more about ESG, please do not hesitate to […]
Real Estate ‘Redefined’ – Spotting Opportunity in a Changing Landscape
By Stuart Katz, Chief Investment Officer, April 27, 2021 As investors veer from traditional stock and bond portfolio allocations in search of income, one alternative shows signs of penetrating new sectors, generating opportunities in the short-term while sustaining growth in the long-term: real estate. Real estate has long been touted as a resilient asset class, […]
Stuart Katz on TD Ameritrade Network
April 16, 2021 CIO, Stuart Katz, discusses short term and long term investing. His insights include three key elements and how inflation affects portfolio construction. With a focus on long term growth, Stuart suggests exposure to multi year trends with secular tailwinds regardless of market cycles. Watch his insights here.
Stuart Katz on NASDAQ Tradetalks
April 14, 2021 CIO, Stuart Katz, discusses the future of the 60/40 portfolio and how bitcoin can fit into one’s portfolio. Watch his insights here.
Is Bitcoin the “Team Player” Your Portfolio Needs?
By Stuart Katz, March 29, 2021 With Bitcoin recently reaching record highs—in excess of $60,000 according to Bloomberg—investors may be conflicted over whether this more than $1 trillion market1 is too enticing to ignore or too volatile to touch. Whether this asset, which received a market-moving $1.5 billion demand last month with a buy from […]