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Home | Insights

INSIGHTS

Stay current on Ocean Park’s news, industry happenings, upcoming events, and much more.

 

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Investment Commentary

Commentary: Markets and Economies Are Giving Mixed Signals

June 16, 2022

Our latest commentary covers the Fed's latest rate hike, the impact of continuing supply chain [...]

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Market Minute

Market Minute

Markets Can No Longer Rely On Help From The Fed

May 10, 2022

The Fed ignored rising inflation and a tight labor market for too long.

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Markets Can No Longer Rely On Help From The Fed

Date Created: May 10, 2022
 

It’s clearly difficult for investors to know what to do in the scary new world of a Fed aggressively tightening financial conditions in the face of runaway inflation. Ready for more? Doug shares his observations and perspective in this week's Market Minute.

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Market Minute

Market Minute

These Types of Markets Make Things Difficult For Investors

April 5, 2022

Investors who have grown used to strong returns the last 2 years may face some statement shock.

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These Types of Markets Make Things Difficult For Investors

Date Created: April 5, 2022
 

Investors who have grown used to strong returns the last 2 years may face some statement shock when they open their first quarter statement. Out of control inflation, the war in Ukraine and the prospect of aggressive Fed rate hikes may continue to push long-term interest rates higher. Doug shares his perspectives in this week's Market Minute.

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Investment Commentary

Commentary: The Fed Lifts Rates, but Are They Behind the Curve?

March 17, 2022

Our latest commentary covers the Fed's decision on raising rates, the impact of conflict in [...]

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Market Minute

Market Minute

Investors Have A Lot To Worry About

February 28, 2022

Just when you think you've figured out the markets, they typically change.

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Investors Have A Lot To Worry About

Date Created: February 28, 2022
 

Recent volatility serves as a good example of how hard it can be to predict the markets on a short-term basis. We have observed high levels of intra-day volatility many days. And volatility from day-to-day. In this week's Market Minute, I dissect current market forces that have investors worried and offer you a potential solution.

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Advisor Voice

Advisor Voice

Bond Math

February 17, 2022

Bill Phillips addresses the topic of yield-sensitivity with some simple "bond math"

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Market Minute

Market Minute

Don't Get Emotional, Rely On Your Discipline

February 9, 2022

Don't let emotions get the best of you, rely on your discipline.

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Don't Get Emotional, Rely On Your Discipline

Date Created: February 9, 2022
 

Volatility returned to the markets late in the 4th quarter but ramped up considerably in January. When the markets begin to shake, investors tend to get emotional. To put it simply, don’t get emotional – rely on your discipline. I share my perspective on January’s rollercoaster ride in this week’s Market Minute.

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Market Minute

It Was the Best of Times, It Was the Worst of Times

January 5, 2022

2021 was both good and bad. What lies ahead in 2022?

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It Was the Best of Times, It Was the Worst of Times

Date Created: January 5, 2022
 

Ask him about 2021, and he'll say Charles Dickens said it the best: "It was the best of times, it was the worst of times." Focusing on 2022, he has his eyes on a handful of risks in the markets. Doug Loeffler, CFA, CAIA looks back at last year, and brings 2022 into focus in this week's Market Minute.

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Market Minute

Omicron, Inflation, and The FED

December 2, 2021

The emergence of the new COVID variant, Omicron, has returned volatility to markets.

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Omicron, Inflation, and The FED

Date Created: December 2, 2021
 

The emergence of the new COVID variant, Omicron, has returned volatility to markets. The Fed's decisions on tapering and interest rates won't help fix the global supply chain issues or inflation. Executive Vice President of Investment Management, Doug Loeffler, shares his insights and perspectives in today's Market Minute.

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Market Minute

Bond Alternatives

November 29, 2021

With the anticipation of the Fed's announced tapering and the expectation of raising interet rates, [...]

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Bond Alternatives

Date Created: November 29, 2021
 

With the anticipation of the Fed's announced tapering and the expectation of raising interet rates, there has been an uptick in chatter surrounding bond alternatives. Senior Portfolio Specialist, Bill Phillips, shares his insights on the subject in this week's Market Minute.

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Investment Commentary

The Fed Makes a Move, but Is It Too Late?

November 16, 2021

Our latest commentary cover the Federal Reserve's decision to begin tapering purchases over the [...]

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Market Minute

Opportunities in Preferred Securities (Stocks)

November 16, 2021

Preferred securities, more commonly referred to as preferred stocks, are an often-underutilized [...]

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Opportunities in Preferred Securities (Stocks)

Date Created: November 16, 2021
 

Preferred securities, more commonly referred to as preferred stocks, are an often-underutilized asset class by many fixed income managers. In today’s Market Minute, Executive Vice President of Investments, Doug Loeffler, shares his insights as to why he believes this stock/bond hybrid asset class is an attractive investment diversifier.

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