This week our Investment Office discusses the increased probability of a 50bps interest rate hike at the upcoming Fed meeting in May and how it's difficult to be broadly bullish on equities at the moment. Our economic commentary provides an overview
Jeanette Garretty
Robertson Stephens Weekly Commentary – March 28, 2022
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
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,
Jeanette Garretty on Bloomberg TV
March 10, 2022 - Jeanette Garretty was featured live on Bloomberg TV Daybreak Australia discussing the current economic climate, the actions this week of the European Central Bank and breaking down the inflation surge for viewers. Watch see
Powell Plows Ahead Toward Rate Hikes with Eyes on War Impact
March 2, 2022 - Chief Economist Jeanette Garretty was featured in Craig Torres’ Bloomberg coverage “Powell Plows Ahead Toward Rate Hikes With Eyes on War Impact.” Jeanette shared, “Monetary policy at the point we are at right now is primarily
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
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
What is the Prime Rate?
February 15, 2022 - Chief Economist Jeanette Garretty was featured in Forbes Advisor discussing the Prime Rate, how it is determined and its impact on the economy and consumers. “There is a rule of thumb that the prime rate is “fed funds plus 3,”
