Views on the economy, the markets, and disciplined risk management.
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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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CIO Insights: December 1, 2023
As you reconfigure portfolios for 2024, input and perspective are important. We welcome you to tune into the newest CIO Insights from Chief Information Officer James St Aubin, recorded December 1, 2023. St. Aubin highlights November as a banner month for bonds and draws attention to the Bloomberg US Aggregate Bond Index – up four and a half percent in total return last month. He explores two reasons this was significant, as well as the underpinnings of renewed bond demand, reviewing the course of yields throughout the year. Regarding monetary policy, the end of policy tightening cycles has historically been an attractive time to own bonds. Is the Fed done and are the high and yields this cycle in?
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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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