Views on the economy, the markets, and disciplined risk management.
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CIO Insights: March 29, 2024
In this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces. Fixed income and equity markets entered the quarter with strong rallies, driven by expectations of both cooling inflation and resilient growth. However, once expectations for the Fed to cut rates declined, turbulence in the bond market appeared. St. Aubin also shares GDP growth and earnings outlooks and prompts us to prepare for March CPI data, which comes out on April 10. Of note: recent rising energy prices are likely to create some tailwinds for the inflation story, which will likely create headwinds for the bond market in the second quarter.
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CIO Insights: February 29, 2024
In this February 29, 2024 edition of CIO Insights, James St. Aubin discusses how consumers could control the fate of the economy, for better or worse.
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CIO Insights: February 5, 2024
What’s the one adjective that Fed Chair Powell continues use when discussing the path back to 2%? Find out in this installment of CIO Insights, where CIO James St. Aubin recaps important data from last week’s Fed meeting, discusses why January’s payroll report prompts a need for easing policy caution and patience, and shares why S&P downgrades are not holding true this earnings season.
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CIO Insights: December 15, 2023
In this edition of CIO Insights recorded on December 15, 2023, James St. Aubin discusses a a significant week for financial markets - perhaps one of the most significant of the year.
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About Us
For decades, our founders' rules-based, buy-and-sell disciplines have sought to help investors limit downside risk, grow their wealth, and achieve their investment goals. Hear more in this short video.
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Disciplined Risk Management
Learn about our investment process that is based on two goals. The first goal is to keep clients out of trouble and limit the effects of sustained market declines on client accounts, and the other is to satisfy risk-adjusted rates of return over a full market cycle.
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The Value of Tactical in Every Portfolio
Why tactical investment management is so important to have in every client portfolio.
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