Resource
October 2026 | Investment Insights
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.
Resource
Last Modified: Oct 1, 2026
This video cannot load because you declined preferences or statistics cookies. To view this content, please update your Cookie Settings to enable third-party media.
Managing Director Colin Barber and CIO James St. Aubin discuss how October’s bond rally shifted Ocean Park’s enterprise allocations toward high-grade bonds and munis, plus updates on equities and cash.
CEO Skip Schweiss and CIO James St. Aubin share their views on the market’s reaction to the midterm results, what the outcome could mean for regulatory and tax policy.
CEO Skip Schweiss previews the policy changes on the horizon, from Social Security and the national debt to the Supreme Court and the 2026 midterms, and what they could mean for investors.
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.