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 […]
Stuart Katz on TD Ameritrade Network
Our CIO Stuart Katz joined ‘Morning Trade Live” at TD Ameritrade Network with Oliver Renick to discuss selective equity risk assets and thematic opportunities, including ESG and Sustainable Investing, investors should be considering. Watch Stuart’s full appearance here.
The Green Future is Here: Adapt or Be Left Behind
By Stuart Katz, Chief Investment Officer, Feb 11 2021 Fifteen years ago, environmental, social and governance (ESG) criteria would have been a foreign concept to most investors. Now, ESG strategies are a ubiquitous presence on the investment landscape, with the market seeing nearly $50 billion in monthly inflows by the end of 2020. (1) As […]
Hindsight is 2020 and the 2021 Outlook is Here
By Stuart Katz, January 19, 2021 With lawmakers embroiled in historic impeachment proceedings in the wake of the Capitol Hill event, the markets are once again confronting headlines most never thought imaginable. As much as we’d like to escape with a tidy perspective on 2020, there are signs volatility is following us into 2021. Democratic […]
Investors’ Dilemma: Buy Stocks in Growing China, or Not?
CIO Magazine By Lawrence Light on January 12, 2021 Stuart Katz spoke with Lawrence Light to discuss why investing in China is a necessity, and when he sees their economy “inevitably” passing the United States. Despite all this, to a likely increasing number of investors, investing in China is slated to become a bottom-line necessity. […]
China Poised to Recast Portfolio Construction
Stuart Katz, Chief Investment Officer, December 29, 2020 As published on wealthmanagement.com The pandemic this year has forced us as wealth managers to abruptly adopt new technology, rebuild workplace culture, and dramatically rethink how we engage with clients. But as we head into 2021 with a weakening dollar, there is another force at play positioned […]
2021 Investment and Economic Outlook Webinar
December 10, 2020 Our CIO, Stuart Katz and Chief Economist, Jeanette Garretty sat down with our CEO, Raj Bhattacharyya, to discuss the 2021 Economic and Markets outlook. Click Here to view the webinar
Overconfidence Bias: 2020 Election, COVID and Portfolio Implications
Stuart Katz, Chief Investment Officer, November 11, 2020 Overconfidence refers to the phenomenon that people’s confidence in their judgments and knowledge is higher than the accuracy of these judgments. For example, a person who thinks their sense of direction is much better than it actually is. Before the election, both the prediction markets and capital […]
2020 Election Roundtable with Stuart Katz
Chief Investment Officer Stuart Katz participated in an Election Roundtable discussing the 2020 Election impact. 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 and does not constitute an endorsement of the firm by the […]
How the 2020 Elections Will Impact Portfolios
Stuart Katz, Chief Investment Officer, October 28, 2020 WHAT IS YOUR PERSPECTIVE ON THE CURRENT ENVIRONMENT? First, regarding the health crisis. Covid-19 related issues are still the dominant factor in personal and business activities, but we are encouraged that despite the resurgence of case counts in the US and Europe, mortality rates are lower as […]
Promise of Private Debt Burns Bright—With a Big If
CIO Magazine By Larry Light, October 27, 2020 Chief Investment Officer, Stuart Katz, discusses how he believes private debt can navigate volatility and what potential challenges may lie ahead for the asset class. “What’s more, said Stuart Katz, CIO of Robertson Stephens Wealth Management, private loans to middle market companies are more difficult than larger […]
CIO Stuart Katz on Nasdaq Tradetalks
NASDAQ Trade Talks Jill Malandrino, Interview, October 23, 2020 Stuart Katz, Chief Investment Officer, talks about the upcoming 2020 election and its impact on investment portfolios, key policy priorities and investment themes. Watch the video here.