Ocean Park CIO shares insights with Bloomberg on Wall Street’s momentum and uncertainty around the path of long-term rates
Wall Street’s “risk-on” tone has carried into September, but James St. Aubin strikes a cautious note. He tells Bloomberg that while he’s maintaining exposure where momentum remains constructive, unpredictable long-term rates make it “a bad set up for risk taking right now,” so he’s prioritizing steady income and staying nimble if conditions shift. The piece frames his perspective against a broad cross-asset rally and unusually subdued volatility.
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The thoughts and opinions expressed in the article are solely those of the person speaking as of 8/29/2025, 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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