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Home | Our Perspective

Our Perspective

Views on the economy, the markets, and disciplined risk management.

CIO Insights: August 18, 2023

CIO Insights: August 18, 2023

Date Created:
 

In this edition of CIO Insights, James St. Aubin touches on surprisingly strong US economic data and encouraging news on inflation.

CIO Insights: July 28, 2023

CIO Insights: July 28, 2023

Date Created:
 

In this July 28, 2023 edition of CIO Insights, James St. Aubin examines a big week for central banking that saw the Fed, the ECB, and the BOJ all hold policy meetings.

CIO Insights: July 7, 2023

CIO Insights: July 7, 2023

Date Created:
 

In this July 7, 2023 edition of CIO Insights, James St. Aubin discusses market performance for the first half of 2022.

CIO Insights: June 2, 2023

CIO Insights: June 2, 2023

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In this edition of CIO Insights, James St. Aubin discusses the debt ceiling, the JOLTS and non-farm payroll reports, and more.

About Us

About Us

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Disciplined Risk Management

Disciplined Risk Management

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The Value of Tactical in Every Portfolio

The Value of Tactical in Every Portfolio

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Our Commitment to TAMPs

Our Commitment to TAMPs

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Capabilities Brochure

Performance in Times of Crisis: Ocean Park Conservative Allocation Strategy

Disciplined Risk Management: Our Investment Process

Duration and Yield of the Bloomberg U.S. Aggregate Bond Index

Investment Insights August 2023: Jackson Hole - To Hike or Not to Hike

Proceed With Caution - July 2023

From Dovish Hike to Hawkish Pause - June 2023

The Case for Tactical Asset Management

Historical Correlation of Stocks and Bonds: Positive, Negative, or Variable?

10-Year Treasury Yields to Break Even

Managing Volatility and Investor Emotions During the Distribution Phase

What Investors Can Learn From a Terrible Year

Watching the Public Policy Horizon: Staying Ahead for Your Clients

Disciplined Risk Management Across Our Strategies

Moderate Allocation Strategy Brochure

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