This week, our Chief Investment Officer, Stuart Katz, provides an update on recent market performance while writing about how it's time to transition from the Fed to Fundamentals. Our Chief Economist, Jeanette Garretty, discusses how the uncertainty
Investment Office Insights
Robertson Stephens Weekly Commentary – February 7, 2022
This week, our Chief Investment Officer, Stuart Katz, answers three questions the risk markets may be asking. Our Chief Economist, Jeanette Garretty, highlights the extremely robust job numbers that came out while keeping an eye on upcoming inflation
Robertson Stephens Weekly Commentary – January 31, 2022
This week, our Chief Investment Officer, Stuart Katz, shares his insights on several factors that are driving elevated volatility with the most impactful variable being the increased hawkishness from central banks. On the economic front, our Chief
2022 Economic and Investment Outlook Webinar
January 20, 2022 - The beginning of 2022 conjures memories of Yogi Berra's quote "It's déjà vu all over again" in several respects, such as rising Covid counts, rising interest rate expectations, and persistent dysfunction in Washington D.C. Our
Robertson Stephens Weekly Commentary – January 24, 2022
This week, our Chief Investment Officer, Stuart Katz, shares his insights on keeping things in perspective regarding the markets, the background of how we arrived where we are today, the Great Transition, and what to expect next. On the economic
Digital Assets Demand ‘Pick-and-Shovel’ Investment Approach
As published on Wealthmanagement.com, by CIO, Stuart Katz December 31, 2021 - We have witnessed bitcoin’s historic trajectory, emerging from cryptographic obscurity to spawn a generation of newly-minted millionaires with shattering highs in
How a Chinese Takeover of Taiwan Would Affect Investments
December 21, 2021 - Our CIO, Stuart Katz spoke with Chief Investment Officer Magazine markets editor Lawrence Light about “How a Chinese Takeover of Taiwan Would Affect Investments.” Stuart shared his insights that “it’s in China’s best interest to
From Tech to Rare Earths, China’s Reverberations Instill Both Fear and Opportunity
By Stuart Katz, Chief Investment Officer October 28, 2021 - Every year, the markets seem to exhibit some new idiosyncratic risk. Most recently, we saw the tremors caused by China’s abrupt shift in regulatory policy as it tightened control across
Stocks May Be In Trouble. Should You Turn to Bonds?
By Annie Nova, CNBC September 30, 2021 - Stuart Katz discusses how “Stocks may be in trouble. Should you turn to bonds?” in a piece by Annie Nova for CNBC. According to Stuart, “Bonds are facing a lot of headwinds with the threat of rising
Alts may provide the lift 60-40 portfolios need
InvestmentNews September 13, 2021 - CIO Stuart Katz was featured in an InvestmentNews cover story by Jeff Benjamin “Alts may provide the lift 60-40 portfolios need” – Stuart says, “Alternative investments should be assembled by understanding how
