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CIO Insights Special Update: April 8, 2025
James St. Aubin discusses recent financial market volatility triggered by President Trump's hawkish tariff announcement.
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Last Modified: Apr 28, 2025
Ocean Park CIO James St. Aubin explains why he sees oil, not bond supply, as the driver of rising Treasury yields in Occam's Razor and the Bond Market.
Ocean Park’s CIO, James St. Aubin, brings our August portfolio moves to life in this lively conversation with Ocean Park managing director, Colin Barber.
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.
Favoring cash over bonds can come with real long-term risks. CIO James St. Aubin breaks down the hidden costs of cash longer term.