Ocean Park CIO, James St. Aubin, weighs tariff and policy risks in Fortune
Featured in Fortune, James St. Aubin cautions that the “Kevlar economy” storyline can breed complacency—especially if valuations, credit spreads, and risk premia don’t reflect potential shocks. He also flags how tariffs may hit sectors differently.
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The thoughts and opinions expressed in the article are solely those of the person speaking as of 8/3/2025, and are provided for informational purposes only. Any opinion or estimate contained in this article is made on a general basis and is not to be relied upon by the reader as advice. The reader must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this article, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.
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