• Skip to main content
  • Skip to footer

Robertson Stephens

Website for Robertson Stephens Wealth Management

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

Stuart Katz

Robertson Stephens Weekly Commentary – October 31, 2022

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

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, 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

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

More

Filed Under: News Tagged With: Investment Office Insights, Stuart Katz

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

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

More

Filed Under: News Tagged With: Investment Office Insights, Stuart Katz

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

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

More

Filed Under: News Tagged With: Investment Office Insights, Stuart Katz

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

More

Filed Under: News Tagged With: Investment Office Insights, Stuart Katz

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

More

Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

  • « Go to Previous Page
  • Go to page 1
  • Interim pages omitted …
  • Go to page 7
  • Go to page 8
  • Go to page 9
  • Go to page 10
  • Go to page 11
  • Interim pages omitted …
  • Go to page 17
  • Go to Next Page »

We are industry veterans who are experienced at building holistic financial plans for families and their wealth.

Talk To Us

Footer


Brochure Disclosures Form CRS
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
Who We Are
What We Do
Insights
News Room
Join The Team
Who We Are | What We Do | Insights | News Room | Join The Team

Copyright © 2025 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio