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Home | Resources

Resources

Welcome to the Ocean Park Resource Library, your single destination for collateral, thought leadership, and resources to help you inform and educate your clients with confidence.

 

Latest Insights From Our Experts

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CIO Insights

CIO Insights

CIO Insights: January 2023

January 12, 2023

Sierra CIO James St. Aubin provides an update.

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Investment Commentary

10-Year Treasury Yields to Break Even

January 4, 2023

2022 was the worst year in history for core fixed income and many investors are wondering how far [...]

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Ocean Park Fact Sheets and Performance Snapshots are under enhancement and will be available later this month. Thank you for your patience.

Process in Motion

Strategic Income

Rules-Based Process in Motion: Strategic Income Strategy ending September 30, 2022

October 13, 2022

Reflects how our truly tactical rules-based investment process reacted due to market movement [...]

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Process in Motion

Conservative Allocation

Rules-Based Process in Motion: Conservative Allocation Strategy ending September 30, 2022

October 13, 2022

Reflects how our truly tactical rules-based investment process reacted due to market movement [...]

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CIO Insights

CIO Insights

CIO Insights

October 4, 2022

CIO Insights in 90 Seconds

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CIO Insights

Date Created: October 4, 2022
 

In this debut edition of CIO Insights, CIO James St. Aubin offers a 90-second take on market performance and current portfolio positioning. Hear how we’ve reacted to the markets’ September lows and the Fed’s hawkish decisions, as fixed income classes sold off and money market yields increased.

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Commentary: Curb Your Enthusiasm!

September 14, 2022

Fueled by renewed worries over the hawkish impulse of global central banks, investors returned to a [...]

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Literature

Conservative Allocation,Balanced Risk,Diversified Municipal Bond,Global Balanced Series,High Yield Corporate Bond,Moderate Allocation,Municipal Bond,Strategic Income,Tactical Allocation,Tactical Bond

Truly Tactical Rules-Based Investment Management

August 23, 2022

We are a truly tactical, rules-based investment manager. For more than 30 years we have been able [...]

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Commentary

Toro! Bulls Roar Back to Life

August 18, 2022

Our latest commentary covers a second half that begins on an optimistic note.

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Press Release

Ocean Park Hires CIO James St. Aubin and CIS Ryan Harder

July 26, 2022

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Literature

A Comprehensive Product Offering

July 19, 2022

A one page view of our comprehensive product offering for financial advisors.

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Literature

Moderate Allocation

Moderate Allocation Strategy Brochure

May 31, 2022

The Moderate Allocation Strategy seeks to enhance return with increased global stock exposure while [...]

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CIO Insights

CIO Insights

Markets Can No Longer Rely On Help From The Fed

May 10, 2022

The Fed ignored rising inflation and a tight labor market for too long.

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Markets Can No Longer Rely On Help From The Fed

Date Created: May 10, 2022
 

It’s clearly difficult for investors to know what to do in the scary new world of a Fed aggressively tightening financial conditions in the face of runaway inflation. Ready for more? Doug shares his observations and perspective in this week's Market Minute.

Literature

How is your fixed income allocated and why?

May 10, 2022

There are endless fixed income options available for your investment dollar. Do you have a process [...]

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CIO Insights

CIO Insights

These Types of Markets Make Things Difficult For Investors

April 5, 2022

Investors who have grown used to strong returns the last 2 years may face some statement shock.

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These Types of Markets Make Things Difficult For Investors

Date Created: April 5, 2022
 

Investors who have grown used to strong returns the last 2 years may face some statement shock when they open their first quarter statement. Out of control inflation, the war in Ukraine and the prospect of aggressive Fed rate hikes may continue to push long-term interest rates higher. Doug shares his perspectives in this week's Market Minute.

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