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In this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces.
WATCH NOWIn this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces. Fixed income and equity markets entered the quarter with strong rallies, driven by expectations of both cooling inflation and resilient growth. However, once expectations for the Fed to cut rates declined, turbulence in the bond market appeared. St. Aubin also shares GDP growth and earnings outlooks and prompts us to prepare for March CPI data, which comes out on April 10. Of note: recent rising energy prices are likely to create some tailwinds for the inflation story, which will likely create headwinds for the bond market in the second quarter.
2023 Year-End Quarterly Webcast
At the end of 2023, the financial markets were pricing in a Goldilocks environment for 2024 that [...]
WATCH NOWAt the end of 2023, the financial markets were pricing in a Goldilocks environment for 2024 that included continued disinflation and resilient economic growth. Will that outlook materialize and what could happen to asset prices if it doesn’t? Hear thoughts and analysis our Investment Team leaders and see how our investment products responded in Q4 across fixed income and equity asset classes.
In this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces.
WATCH NOWIn this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces. Fixed income and equity markets entered the quarter with strong rallies, driven by expectations of both cooling inflation and resilient growth. However, once expectations for the Fed to cut rates declined, turbulence in the bond market appeared. St. Aubin also shares GDP growth and earnings outlooks and prompts us to prepare for March CPI data, which comes out on April 10. Of note: recent rising energy prices are likely to create some tailwinds for the inflation story, which will likely create headwinds for the bond market in the second quarter.
Bond returns have historically rallied before – and continued to rally after – the last fed funds [...]
LOGIN TO VIEWRisk Matters: The Importance to Managing the Sequence of Returns
This flyer shows why it's important to keep losses small, and the gains needed to break even after [...]
VIEW RESOURCEAn overview of our firm, philosophy, investment process, and investment team.
VIEW RESOURCEAre Consumers Running on Fumes? March 2024
Surprisingly, consumer demand has remained robust, despite the highest inflationary pressures in [...]
VIEW RESOURCECIO Insights: February 29, 2024
In this February 29, 2024 edition of CIO Insights, James St. Aubin discusses how consumers could [...]
WATCH NOWIn this February 29, 2024 edition of CIO Insights, James St. Aubin discusses how consumers could control the fate of the economy, for better or worse.
Disciplined Risk Management Across Our Strategies
See the range of strategies we offer to fit various risk profiles and the features that span them, [...]
VIEW RESOURCENavigate Through Our Solutions
An all-in-one brochure that covers our core beliefs, investment process, funds, and strategies.
VIEW RESOURCEQ4 2023 Tactical Allocation Model Profile Sheet
Ocean Park Tactical Allocation Model Profile Sheet as of December 31, 2023.
VIEW RESOURCEPerformance During Two Major Downturns: Ocean Park Conservative Allocation Strategy
Since 1987, we have helped individual investors weather the severest storms, including the 2008 [...]
VIEW RESOURCECIO Insights: February 5, 2024
What’s the one adjective that Fed Chair Powell continues use when discussing the path back to 2%? [...]
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