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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
CIO Insights
CIO Insights: September 14, 2023
September 14, 2023
In this edition of CIO Insights, James St. Aubin touches on energy prices, the upcoming FOMC [...]
WATCH NOWCIO Insights: September 14, 2023
Date Created: September 14, 2023
In this edition of CIO Insights, James St. Aubin touches on energy prices, the upcoming FOMC meeting, and what's potentially in store for interest rates.
Investment Commentary
10-Year Treasury Yields to Break Even
September 8, 2023
2022 was the worst year in history for core fixed income and many investors are wondering how far [...]
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Conservative Allocation
Conservative Allocation Strategy: Quarterly Returns vs. Annual Returns Through Q2 2023
July 25, 2023
A quarter-by-quarter returns analysis of Ocean Park's Conservative Allocation Strategy, updated [...]
VIEW RESOURCEJuly 13, 2023
Provides a broad overview of Ocean Park's two investment goals: Prevent large, unrecoverable losses [...]
VIEW RESOURCE2023 Q2 Quarterly Update Letter
July 11, 2023
This quarterly update letter looks at what happened during the second quarter of 2023, how our [...]
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CIO Insights
July 11, 2023
In this July 7, 2023 edition of CIO Insights, James St. Aubin discusses market performance for the [...]
WATCH NOWCIO Insights: July 7, 2023
Date Created: July 11, 2023
In this July 7, 2023 edition of CIO Insights, James St. Aubin discusses market performance for the first half of 2022.
Two Investment Goals (Orion Portfolio Solutions)
July 3, 2023
Provides a broad overview of Ocean Park's two investment goals: Prevent large, unrecoverable losses [...]
VIEW RESOURCEJune 2023 Investment Insights: From Dovish Hike to Hawkish Pause
June 16, 2023
CIO James St. Aubin offers commentary following the Fed's June meeting.
VIEW RESOURCEConservative Allocation,Balanced Risk,Diversified Municipal Bond,Global Balanced Series,High Yield Corporate Bond,Moderate Allocation,Municipal Bond,Strategic Income,Tactical Allocation,Tactical Bond
From Dovish Hike to Hawkish Pause - June 2023
June 16, 2023
CIO James St. Aubin offers commentary following the Fed's June meeting.
VIEW RESOURCEBalanced Risk
% Invested, Risk-on vs. Risk-off: Balanced Risk
June 15, 2023
See risk-on and risk-off investments since the model's inception, as well as the percentage [...]
VIEW RESOURCEConservative Allocation
% Invested, Risk-on vs. Risk-off: Conservative Allocation
June 15, 2023
See risk-on and risk-off investments since the strategy's inception, as well as the percentage [...]
VIEW RESOURCEJune 2, 2023
An overview of our firm, philosophy, investment process, and investment team.
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CIO Insights
June 2, 2023
In this edition of CIO Insights, James St. Aubin discusses the debt ceiling, the JOLTS and non-farm [...]
WATCH NOWCIO Insights: June 2, 2023
Date Created: June 2, 2023
In this edition of CIO Insights, James St. Aubin discusses the debt ceiling, the JOLTS and non-farm payroll reports, and more.
CIO Insights
May 8, 2023
Recorded on May 5, 2023, CIO James St. Aubin discusses developments in economic policy, April's [...]
WATCH NOWCIO Insights: May 5, 2023
Date Created: May 8, 2023
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