This week the Investment Office evaluates the equity and credit markets and their reactions to the Fed’s remarks last Friday. The Investment Office continues to watch for the possibility of a recession and how this new macro backdrop will impact
Jeanette Garretty
No Recession Here, Just a Slowing, Healthy Economy
August 26, 2022 - Chief Economist and Managing Director, Jeanette Garretty appeared on TDAmeritrade Market on Close to discuss ‘No Recession Here, Just A Slowing, Healthy Economy.’ “The view is that even over the longer term when everything is fine,
Robertson Stephens Weekly Commentary – August 22, 2022
This week the markets continue to be dominated by macroeconomic factors. The Investment Office believes that it's prudent to search for investment opportunities where portfolio allocations can be rewarded appropriately for the various rapidly
2022 Mid-Year Outlook: Not Your Father’s Recession
By Chief Economist, Jeanette Garretty As published in Wealthmanagement.com August 22, 2022 - The US economy enters the second half of the year with more questions than answers. Foremost is the tension between extraordinarily robust job growth –
Robertson Stephens Weekly Commentary – August 15, 2022
This week the Investment Office remains cautious about taking a victory lap based on the recent combination of a stronger-than-expected jobs report and better-than-expected inflation numbers. The Investment Office's portfolio construction
Robertson Stephens Weekly Commentary – August 8, 2022
This week the Investment Office is closely monitoring the yield curve, inflation and other indicators to determine whether we are in a new cyclical bull market, or just a bear-market rally. We believe that until the Fed reaches its destination, there
Jeanette Garretty on CNBC Squawk Box
August 5, 2022 - Chief Economist, Jeanette Garretty, appeared on CNBC Squawk Box to discuss July’s job report and its impact on the economy. “One way to look at this, which is not commonly said, is this means that the economy can sustain where the
Jeanette Garretty on Bloomberg TV Daybreak Australia
August 4, 2022 - Chief Economist and Managing Director, Jeanette Garretty appeared on air with Bloomberg LP to discuss expectations of the latest nonfarm payrolls data in the US and the policy path of the Federal Reserve. Jeanette commented that
2022 Mid Year Outlook Webinar
July 21, 2022 - With the 1st half of 2022 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss their economic and market outlooks for the 2nd half of the year. Head of Wealth Planning Mallon FitzPatrick
Robertson Stephens Weekly Commentary – August 1, 2022
This week the Investment Office continues to watch inflation and other macro drivers as the Fed tackles inflation and supports growth. Around the world, Europe's main focus continues to be the Russian gas dispute; China's economy has slowed down
