October 4, 2022 - Chief Investment Officer, Stuart Katz was featured in Family Wealth Report discussing ‘How Wealth Managers Approach Thematic Investing.’ “The general partner has the structural flexibility to deploy capital in a disciplined way, add
Investment Office Insights
Robertson Stephens Weekly Commentary – October 3, 2022
We believe the Fed will continue its path of raising rates until it tackles inflation and will only pivot beforehand if there is deep foreign financial market contagion, massive market liquidity issue, or material credit market disruption. While the
As Fed battles inflation, fixed-income investing regains popularity, purpose
October 3, 2022 - Chief Investment Officer, Stuart Katz was featured in InvestmentNews discussing ‘As Fed battles inflation, fixed-income investing regains popularity, purpose.’ “Historically, once inflation goes above 5%, it’s
Fixed income now: How to manage rising rates and increased risk
September 29, 2022 - CIO, Stuart Katz, joined Jeff Benjamin from InvestmentNews in discussing the fixed income markets and how one can manage rising rates as well as increased risk. Webcast summary: The Federal Reserve has changed the interest
Robertson Stephens Weekly Commentary – September 26, 2022
Extremely hawkish statements by Fed Chairman Powell have had a noticeable impact on sentiment, shifting many economists and analysts into cautioning about an imminent economic recession in the US and possibly globally. The Fed's commentary is
Private Equity, the Hot Asset Class for Allocators, Faces Headwinds
September 22, 2022 - Chief Investment Officer, Stuart Katz, was featured in Chief Investment Officer Magazine to discuss ‘Private Equity, the Hot Asset Class for Allocators, Faces Headwinds.’ “It seems prudent on the 2022 vintage year,” Katz said,
Robertson Stephens Weekly Commentary – September 19, 2022
With the big “macro week” ahead of us with the Fed meeting on Wednesday and various home statistics, the Investment Office will focus on the Fed’s three primary tools to deliver its monetary policy, which include fed fund rate targets, balance sheet
As Fed battles inflation, financial advisors brace for recession fallout
September 20, 2022 - Chief Investment Officer, Stuart Katz, was featured in InvestmentNews ‘As Fed battles inflation, financial advisors brace for recession fallout.’ ’ “It’s hard to time the markets, especially when half of the S&P 500 Index’s
Tug Of War Between Top-Down Rates and Bottom Up Fundamentals: Rates Are Winning…
By Stuart Katz, Chief Investment Officer September 14, 2022 - Despite the recently reported strong earnings season, the rally from the June lows led to P/E multiple expansion. The key mantra for this cycle has been: “As the two-year yield goes, so
Robertson Stephens Weekly Commentary – September 12, 2022
This week the Investment Office believes that in the current environment, where interest rates were recently at all-time lows and stock valuations high at the end of 2021, rising real rates have been one of the factors leading to a repricing of
