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In this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces.
WATCH NOWIn this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces. Fixed income and equity markets entered the quarter with strong rallies, driven by expectations of both cooling inflation and resilient growth. However, once expectations for the Fed to cut rates declined, turbulence in the bond market appeared. St. Aubin also shares GDP growth and earnings outlooks and prompts us to prepare for March CPI data, which comes out on April 10. Of note: recent rising energy prices are likely to create some tailwinds for the inflation story, which will likely create headwinds for the bond market in the second quarter.
2023 Year-End Quarterly Webcast
At the end of 2023, the financial markets were pricing in a Goldilocks environment for 2024 that [...]
WATCH NOWAt the end of 2023, the financial markets were pricing in a Goldilocks environment for 2024 that included continued disinflation and resilient economic growth. Will that outlook materialize and what could happen to asset prices if it doesn’t? Hear thoughts and analysis our Investment Team leaders and see how our investment products responded in Q4 across fixed income and equity asset classes.
Reflects how our truly tactical rules-based investment process reacted due to market movement [...]
VIEW RESOURCERules-Based Investment Process in Motion Synopsis: Orion Models Through March 31, 2024
Reflects how our truly tactical, rules-based investment process reacted with regard to the Ocean [...]
VIEW RESOURCERules-Based Investment Process in Motion Synopsis: TAMP Strategies Through March 31, 2024
Reflects how our truly tactical, rules-based investment process reacted with regard to the Ocean [...]
VIEW RESOURCERules-Based Process in Motion Snapshot: Moderate Allocation Strategy Ending March 31, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement [...]
VIEW RESOURCERules-Based Process in Motion Snapshot: Conservative Allocation Strategy Ending March 31, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement [...]
VIEW RESOURCERules-Based Process in Motion Snapshot: Strategic Income Strategy Ending March 31, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement [...]
VIEW RESOURCERules-Based Process in Motion Snapshot: Balanced Risk Model Ending March 31, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement [...]
VIEW RESOURCEPerformance Snapshot: Orion Models Through March 31, 2024
Performance analysis for Ocean Park Models on Orion, approved for client use, and updated through [...]
VIEW RESOURCEPerformance Snapshot: TAMP Strategies Through March 31, 2024
Performance analysis for all Ocean Park TAMP Strategies, approved for client use, and updated [...]
VIEW RESOURCEPerformance Snapshot: SMA Programs Through March 31, 2024
Performance analysis for the Ocean Park Separately Managed Accounts Programs, approved for client [...]
VIEW RESOURCEDuration and Yield of the Bloomberg U.S. Aggregate Bond Index
This flyer shows the duration and yield of the Bloomberg U.S. Aggregate Bond Index from January 1, [...]
VIEW RESOURCEIn this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces.
WATCH NOWIn this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces. Fixed income and equity markets entered the quarter with strong rallies, driven by expectations of both cooling inflation and resilient growth. However, once expectations for the Fed to cut rates declined, turbulence in the bond market appeared. St. Aubin also shares GDP growth and earnings outlooks and prompts us to prepare for March CPI data, which comes out on April 10. Of note: recent rising energy prices are likely to create some tailwinds for the inflation story, which will likely create headwinds for the bond market in the second quarter.
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