US economic growth for the quarter is currently estimated at 1%-2%, Chinese economic growth is faltering but positive, and European economic activity is holding up nicely, with the exception of Germany which essentially is in recession courtesy of
Stuart Katz
For Trend-Setting Family Offices – and Those Following Their Lead – Timing Is Key
June 27, 2023 - Chief Investment Officer, Stuart Katz was featured in Chief Investment Officer Magazine to discuss ‘For Trend-Setting Family Offices - and Those Following Their Lead - Timing Is Key.’ “There are diverse
Robertson Stephens Weekly Commentary – June 20, 2023
Following last week’s announcement of a temporary pause in raising the Fed Funds rate, Federal Reserve Chairman Powell will be under pressure this week to explain to Congress — and financial markets— what exactly this temporary pause means. Although
Robertson Stephens Weekly Commentary – June 12, 2023
As is fairly typical at economic inflection points, the top-line economic numbers for GDP and employment continue to hold up while notable regional and sectoral differences are increasingly apparent. Chief among these differences at the moment is
When Will Gas Prices Go Down?
June 13, 2023 - Chief Investment Officer, Stuart Katz was featured in The Wall Street Journalto discuss ‘When Will Gas Prices Go Down? Don't expect cheap Covid-era gas prices to return any time soon.’ "A large share of retail gas prices is crude oil
Due Diligence Report
June 7, 2023 - Chief Investment Officer, Stuart Katz was presented in Citywire Due Diligence Report to discuss ‘Betting On: Dividend Growth.’ “Political risks [both] domestic and abroad are also elevated,’ Katz says. ‘As a result, we intentionally
Robertson Stephens Weekly Commentary – June 5, 2023
The meeting of the Federal Open Market Committee (FOMC) next week commands most of the attention this week. US service industry data being released may indicate some slowing of economic activity in that sector which the Fed believes to be one of the
Dr. Copper’s weak performance suggests more economic woes ahead
June 1, 2023 - Chief Investment Officer, Stuart Katz was featured in MarketWatch to discuss ‘Dr. Copper’s weak performance suggests more economic woes ahead.’ Forecasts suggest "growing demand for copper from the power and construction sectors, and
Best Investments For A Debt Ceiling Deal
June 1, 2023 - Chief Investment Officer, Stuart Katz was featured in Forbes to discuss ‘Best Investments For A Debt Ceiling.’ Katz is urging clients to keep eyes peeled for small-cap investment opportunities. “During periods of higher inflation,
Robertson Stephens Weekly Commentary – May 30, 2023
For central bankers, the world is now a fairly complicated puzzle. In China, the economic recovery appears to be slowing due to weaker-than-expected (desired?) consumer demand and problematic unemployment, challenging policy-makers to provide





