This week the Investment Office provides 4 reasons the investment markets continue to struggle while we are seeing elevated levels of volatility in equity and bond markets reflecting near-term pessimism and uncertainty. Economic forecasters – and
Economic Insights
Robertson Stephens Weekly Commentary – May 2, 2022
This week the Investment Office provides an overview of where we are with the markets, a reminder of the basic principles of investing, and suggested next steps. On the economic front, our Chief Economist, Jeanette Garretty, shares the recent article
Now What?
By Jeanette Garretty, Chief Economist April 29, 2022 - First Quarter US GDP growth has landed with a resounding thud. Yes, consumer spending and business investment grew strongly, preventing the GDP growth number from being far worse than -1.4%.
Robertson Stephens Weekly Commentary – April 25, 2022
This week we cover the toll of continued geopolitical uncertainty, stubborn inflation, and the effects of aggressive monetary policy shifts, which clearly show in the poorest investor sentiment in 30 years and record mutual-fund outflows. On the
Robertson Stephens Weekly Commentary – April 18, 2022
This week we cover the release of the first major corporate earnings reports of 2022 while we feel market volatility will persist given the uncertain handoff of the economic baton from the central bank to earnings fundamentals. Rising interest rates
Robertson Stephens Weekly Commentary – April 11, 2022
This week our Investment Office discusses the increased probability of a 50bps interest rate hike at the upcoming Fed meeting in May and how it's difficult to be broadly bullish on equities at the moment. Our economic commentary provides an overview
Robertson Stephens Weekly Commentary – March 28, 2022
This week our Investment Office discusses the market optimism, fixed income signals and the impact of interest rate hike by the Federal Reserve. Our economic commentary focuses on the growth in Q1 and projections for Q2 while looking at inventory
Robertson Stephens Weekly Commentary – March 21, 2022
This week our investment and economic commentary focus on Russia’s invasion of Ukraine and the This week our Investment Office discusses the recent market rally following the Federal Reserve's interest rate hike, what is happening around global
Robertson Stephens Weekly Commentary – March 14, 2022
This week our investment and economic commentary focus on Russia’s invasion of Ukraine and the This week our investment and economic commentary continue to focus on Russia’s invasion of Ukraine and the geopolitical tensions that are mounting. Our
Robertson Stephens Weekly Commentary – March 7, 2022
This week our investment and economic commentary continue to focus on Russia’s invasion of Ukraine and the geopolitical tensions that are mounting. Our Investment Office is monitoring several macro considerations including (i) wage price inflation,
