History tells us that markets don’t find a bottom until investors begin to anticipate a combination of rate cuts due to softening inflation, leading indicators point to improved growth, and valuations price a bear case scenario. We believe there
Stuart Katz
Robertson Stephens Weekly Commentary – October 24, 2022
Much of the tone for 2023 will be set by the inflation numbers being released in the march to the end of 2022 and the Federal Reserve’s assessment of the embodied inflation risks. It slightly appears that the debate over peak inflation has been
Fed Has Never Stopped Hiking Before Interest Rates Surpassed CPI
October 19, 2022 - Chief Investment Officer, Stuart Katz appeared on TD Ameritrade to discuss how the ‘Fed Has Never Stopped Hiking Before Interest Rates Surpassed CPI.’ “Look we believe in error of low inflation, low interest rates in support of
Robertson Stephens Weekly Commentary – October 17, 2022
Three weeks into the fourth quarter of 2022, questions are mounting as to whether the US economy can continue to grow at the estimated 2% annual pace likely to be reported for the third quarter, on October 27. As yet, inflation has not responded to
Robertson Stephens Weekly Commentary – October 10, 2022
We believe an era of low inflation, low interest rates and supportive fiscal and monetary policy has ended. We believe interest rates will probably need to stay higher for longer to tackle sticky inflation and weigh on economic growth. Last week’s US
How Wealth Managers Approach Thematic Investing
October 4, 2022 - Chief Investment Officer, Stuart Katz was featured in Family Wealth Report discussing ‘How Wealth Managers Approach Thematic Investing.’ “The general partner has the structural flexibility to deploy capital in a disciplined way, add
Robertson Stephens Weekly Commentary – October 3, 2022
We believe the Fed will continue its path of raising rates until it tackles inflation and will only pivot beforehand if there is deep foreign financial market contagion, massive market liquidity issue, or material credit market disruption. While the
As Fed battles inflation, fixed-income investing regains popularity, purpose
October 3, 2022 - Chief Investment Officer, Stuart Katz was featured in InvestmentNews discussing ‘As Fed battles inflation, fixed-income investing regains popularity, purpose.’ “Historically, once inflation goes above 5%, it’s
Fixed income now: How to manage rising rates and increased risk
September 29, 2022 - CIO, Stuart Katz, joined Jeff Benjamin from InvestmentNews in discussing the fixed income markets and how one can manage rising rates as well as increased risk. Webcast summary: The Federal Reserve has changed the interest
Robertson Stephens Weekly Commentary – September 26, 2022
Extremely hawkish statements by Fed Chairman Powell have had a noticeable impact on sentiment, shifting many economists and analysts into cautioning about an imminent economic recession in the US and possibly globally. The Fed's commentary is
