June 9 - 2022 Our Chief Economist, Jeanette Garretty appeared on Money Life to discuss “Yes, a recession is coming, but ‘garden-variety’ and short.” “U.S. economic recession, with a couple of quarters negative and then a fairly quick rebound in
Jeanette Garretty
Robertson Stephens Weekly Commentary – June 6, 2022
This week the Investment Office discusses certain considerations in the market, the impact of the Fed embarking on quantitative tightening, and a range of potential outcomes. On the economic front, last Friday's non-farm payroll report confirmed that
Robertson Stephens Weekly Commentary – May 31, 2022
This week the Investment Office provides insights into how the markets are performing and how they continue to monitor real rates as an important determinant of asset class performance and portfolio implications. Our Chief Economist points out the
Robertson Stephens Weekly Commentary – May 23, 2022
This week the Investment Office provides insights into how the markets anticipate interest rates going higher, growth stocks going lower and value stocks outperforming growth. Our Chief Economist highlights the continued tension between the Fed and
Robertson Stephens Weekly Commentary – May 16, 2022
This week the Investment Office discusses the volatility in both fixed income and equity markets, the increased probability of an economic recession, and the implications it has on your portfolio. Our Chief Economist covers the soon-to-be-released
Robertson Stephens Weekly Commentary – May 9, 2022
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
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
