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,
Stuart Katz
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
Robertson Stephens Weekly Commentary – September 6, 2022
This week the Investment Office expects the Federal Reserve to continue raising policy rates towards 4.0% pushing the U.S. economy towards a demand recession to bring inflation under control and potentially higher downside risks to markets. Our base
Robertson Stephens Weekly Commentary – August 29, 2022
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
Understanding the Inflation Reduction Act from a Wealth Planning and Investment Perspective
By Mallon FitzPatrick, CFP®, Head of Wealth Planning, and Stuart Katz, Chief Investment Officer August 29, 2022 - After considerable back and forth between lawmakers and the White House, President Joe Biden signed the Inflation Reduction Act
The Nuts And Bolts Of The Inflation Reduction Act For Clients
August 23, 2022 - Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick were featured in Financial Advisor Magazine to discuss ‘The Nuts And Bolts Of The Inflation Reduction Act For Clients.’ Read the full piece here:
We’re Only Human – Navigating the Markets with Biases in Mind
By Chief Investment Officer, Stuart Katz As published in Wealthmanagement.com August 22, 2022 - From 1979 through 2019, the S&P 500 Index had an average annual return of 12%, prompting many investors to operate with that rate in mind for
