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August 2026 | Investment Insights
Favoring cash over bonds can come with real long-term risks. CIO James St. Aubin breaks down the hidden costs of cash longer term.
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August 2026 | Process in Motion
Webcasts & Videos
James St. Aubin and Colin Barber discuss June–July allocation activity: equity market stability, reduced exposure to convertible bonds and floating rate notes, and a rotation from large growth to large value.
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James St. Aubin on NYSE's "ETF Takeaway"
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The thoughts and opinions expressed in the video are solely those of the author as of 6/17/2026. (As applicable) The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfolio.
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James St. Aubin on NYSE's "What's the Fund?"
Webcasts & Videos
The thoughts and opinions expressed in the video are solely those of the author as of 6/17/2026. (As applicable) The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfolio.
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July 2026 | Process in Motion | SSIRX
Webcasts & Videos
Frustrated with the bond market? Our tactical approach is uncovering upside opportunities and identifying areas to sell.