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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.
Q4 2023 Tactical Allocation Model Profile Sheet
Ocean Park Tactical Allocation Model Profile Sheet as of December 31, 2023.
VIEW RESOURCESeparate Account: Q4 2023 Moderate Allocation Program Fact Sheet
Ocean Park Separately Managed Account: Moderate Allocation Program Fact Sheet as of December 31, 2023.
VIEW RESOURCEQ4 2023 Diversified Municipal Bond Model Fact Sheet
Ocean Park Diversified Municipal Bond Model Fact Sheet as of December 31, 2023.
VIEW RESOURCEQ4 2023 Strategic Income Strategy Fact Sheet
Ocean Park Strategic Income Strategy Fact Sheet as of December 31, 2023.
VIEW RESOURCEQ4 2023 Municipal Bond Strategy Fact Sheet
Ocean Park Municipal Bond Strategy Fact Sheet as of December 31, 2023.
VIEW RESOURCEQ4 2023 High Yield Corporate Bond Strategy Fact Sheet
Ocean Park High Yield Corporate Bond Strategy Fact Sheet as of December 31, 2023.
VIEW RESOURCESeparate Account: Q4 2023 High Yield Corporate Bond Program Fact Sheet
Ocean Park Separately Managed Account: High Yield Corporate Bond Program Fact Sheet as of December [...]
VIEW RESOURCEQ4 2023 Moderate Allocation Strategy Fact Sheet
Ocean Park Moderate Allocation Strategy Fact Sheet as of December 31, 2023.
VIEW RESOURCESeparate Account: Q4 2023 Strategic Income Program Fact Sheet
Ocean Park Separately Managed Account: Strategic Income Program Fact Sheet as of December 31, 2023.
VIEW RESOURCESeparate Account: Q4 2023 Municipal Bond Program Fact Sheet
Ocean Park Separately Managed Account: Municipal Bond Program Fact Sheet as of December 31, 2023.
VIEW RESOURCESeparate Account: Q4 2023 California Municipal Bond Program Fact Sheet
Ocean Park Separately Managed Account: California Municipal Bond Program Fact Sheet as of December [...]
VIEW RESOURCEQ4 2023 Tactical Bond Strategy Fact Sheet
Ocean Park Tactical Bond Strategy Fact Sheet as of December 31, 2023.
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