This week, our Chief Investment Officer, Stuart Katz, shares his insights on keeping things in perspective regarding the markets, the background of how we arrived where we are today, the Great Transition, and what to expect next. On the economic
Stuart Katz
Digital Assets Demand ‘Pick-and-Shovel’ Investment Approach
As published on Wealthmanagement.com, by CIO, Stuart Katz December 31, 2021 - We have witnessed bitcoin’s historic trajectory, emerging from cryptographic obscurity to spawn a generation of newly-minted millionaires with shattering highs in
How a Chinese Takeover of Taiwan Would Affect Investments
December 21, 2021 - Our CIO, Stuart Katz spoke with Chief Investment Officer Magazine markets editor Lawrence Light about “How a Chinese Takeover of Taiwan Would Affect Investments.” Stuart shared his insights that “it’s in China’s best interest to
From Tech to Rare Earths, China’s Reverberations Instill Both Fear and Opportunity
By Stuart Katz, Chief Investment Officer October 28, 2021 - Every year, the markets seem to exhibit some new idiosyncratic risk. Most recently, we saw the tremors caused by China’s abrupt shift in regulatory policy as it tightened control across
Stocks May Be In Trouble. Should You Turn to Bonds?
By Annie Nova, CNBC September 30, 2021 - Stuart Katz discusses how “Stocks may be in trouble. Should you turn to bonds?” in a piece by Annie Nova for CNBC. According to Stuart, “Bonds are facing a lot of headwinds with the threat of rising
Alts may provide the lift 60-40 portfolios need
InvestmentNews September 13, 2021 - CIO Stuart Katz was featured in an InvestmentNews cover story by Jeff Benjamin “Alts may provide the lift 60-40 portfolios need” – Stuart says, “Alternative investments should be assembled by understanding how
Equities Still Reign as Midyear Sees Expansion Phase
By Stuart Katz, Chief Investment Officer August 31, 2021 - By now it’s clear we are in the throes of a strong economic recovery, one that has shifted into the expansion phase and is on course to gain steam across regions and countries in the
2021 Mid Year Economic and Investment Outlook Webinar
July 22, 2021 With the 1st half of 2021 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz share their outlooks for the 2nd half of the year. They will look back at topics such as inflation, supply chains and
Lumber prices will fall back to pre-pandemic levels within a year amid considerable volatility, investment chief says
July 17, 2021 - Business Insider By Isabelle Lee Our CIO Stuart Katz was featured in Business Insider commenting that lumber prices will fall back to pre-pandemic levels within a year amid considerable volatility – read more from his interview with
Will Allocators Ever Embrace Liquid Alts?
CIO Magazine, June 29, 2021 Chief Investment Officer, Stuart Katz, spoke with Lawrence Light to weigh in on the liquidity of alternative investments. Stuart highlights the “mismatch between daily liquidity and the underlying asset.” Read more in
