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October 2026 | Process in Motion
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.
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October 2026 | Investment Insights
Webcasts & Videos
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.
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September 2026 | Process in Motion
Webcasts & Videos
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.
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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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August 2026 | Investment Insights
Webcasts & Videos
Favoring cash over bonds can come with real long-term risks. CIO James St. Aubin breaks down the hidden costs of cash longer term.