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July 2026 | Process in Motion | SSIRX
Frustrated with the bond market? Our tactical approach is uncovering upside opportunities and identifying areas to sell.
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Last Modified: Aug 19, 2026
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CIO James St. Aubin on October’s shift to cash and floating rate amid rising yields, resilient equities, and whether now is a good entry point for bonds.
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.