By Stuart Katz, Chief Investment Officer June 24, 2021 - Despite rapid and unpredictable change in the world, many investors have remained steadfastly focused on near- and medium-term performance, settling into a comfort zone of smooth market
Stuart Katz
You Don’t Need a Vaccine to Invest Abroad
By Stuart Katz, Chief Investment Officer, May 28, 2021 While many are still ruminating about a life of international travel, wondering when it might be safe to resume vacation planning overseas, others aren’t waiting to enjoy some of what the
Investing in ESG Webinar
April 21, 2021 During our Investing in ESG webinar, our CEO, Raj Bhattacharyya sat down with Chief Investment Officer, Stuart Katz, and Head of ESG and Impact Investing, Christopher Knapp, to discuss our philosophy, approach to ESG and how we
Real Estate ‘Redefined’ – Spotting Opportunity in a Changing Landscape
By Stuart Katz, Chief Investment Officer, April 27, 2021 As investors veer from traditional stock and bond portfolio allocations in search of income, one alternative shows signs of penetrating new sectors, generating opportunities in the
Stuart Katz on TD Ameritrade Network
April 16, 2021 CIO, Stuart Katz, discusses short term and long term investing. His insights include three key elements and how inflation affects portfolio construction. With a focus on long term growth, Stuart suggests exposure to multi year
Stuart Katz on NASDAQ Tradetalks
April 14, 2021 CIO, Stuart Katz, discusses the future of the 60/40 portfolio and how bitcoin can fit into one’s portfolio. Watch his insights here.
Is Bitcoin the “Team Player” Your Portfolio Needs?
By Stuart Katz, March 29, 2021 With Bitcoin recently reaching record highs—in excess of $60,000 according to Bloomberg—investors may be conflicted over whether this more than $1 trillion market1 is too enticing to ignore or too volatile to
Stuart Katz on TD Ameritrade Network
Our CIO Stuart Katz joined ‘Morning Trade Live” at TD Ameritrade Network with Oliver Renick to discuss selective equity risk assets and thematic opportunities, including ESG and Sustainable Investing, investors should be considering. Watch Stuart’s
The Green Future is Here: Adapt or Be Left Behind
By Stuart Katz, Chief Investment Officer, Feb 11 2021 Fifteen years ago, environmental, social and governance (ESG) criteria would have been a foreign concept to most investors. Now, ESG strategies are a ubiquitous presence on the investment
Hindsight is 2020 and the 2021 Outlook is Here
By Stuart Katz, January 19, 2021 With lawmakers embroiled in historic impeachment proceedings in the wake of the Capitol Hill event, the markets are once again confronting headlines most never thought imaginable. As much as we’d like to escape
