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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.
Q4 2023 Balanced Risk Model Fact Sheet
Ocean Park Balanced Risk Model Fact Sheet as of December 31, 2023.
VIEW RESOURCEQ4 2023 Conservative Allocation Strategy Fact Sheet
Ocean Park Conservative Allocation Strategy Fact Sheet as of December 31, 2023.
VIEW RESOURCEQ4 2023 Tactical Bond Model Fact Sheet
Ocean Park Tactical Bond Model Fact Sheet as of December 31, 2023.
VIEW RESOURCEQ4 2023 Global Balanced Series Fact Sheet
Ocean Park Global Balanced Series Fact Sheet as of December 31, 2023.
VIEW RESOURCESeparate Account: Q4 2023 Conservative Allocation Program Fact Sheet
Ocean Park Separately Managed Account: Conservative Allocation Program Fact Sheet as of December [...]
VIEW RESOURCESeparate Account: Q4 2023 Tactical Bond Program Fact Sheet
Ocean Park Separately Managed Account: Tactical Bond Program Fact Sheet as of December 31, 2023.
VIEW RESOURCEDisciplined Risk Management: Our Investment Process
An overview of our disciplined risk management investment process, including participating in [...]
VIEW RESOURCE2023 Q4 Quarterly Update Letter
This quarterly update letter looks at what happened during the fourth quarter of 2023, how our [...]
VIEW RESOURCEStrategic Income 100 Product Sheet
Product page describing Ocean Park's Strategic Income 100.
VIEW RESOURCEConservative Allocation Strategy: Quarterly Returns vs. Annual Returns Through Q4 2023
A quarter-by-quarter returns analysis of Ocean Park's Conservative Allocation Strategy, updated [...]
VIEW RESOURCE10-Year Treasury Yields to Break Even
2022 was the worst year in history for core fixed income and many investors are wondering how far [...]
VIEW RESOURCEAn overview of how the Ocean Park investment team approaches tactical asset management.
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