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
Investment Office Insights
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,
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
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
S&P 500 Index and Geopolitical Events
Given the alarming developments in Ukraine, we want to offer some perspective on how geopolitical events have historically impacted the S&P 500 Index. What history tells us is that stocks usually take geopolitical events in stride.
Robertson Stephens Weekly Commentary – February 28, 2022
This week our investment and economic commentary focus on Russia’s invasion of Ukraine and the geopolitical tensions that are mounting. Both our Investment Office and our Chief Economist, Jeanette Garretty discuss how the invasion adds support for
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
Robertson Stephens Weekly Commentary – February 22, 2022
This week, the Investment Office provides commentary on the global equity markets, which continue to be influenced by two primary factors: rising geopolitical risk and changing central bank policies; the historical market context and learning from
