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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: February 28, 2023

February 28, 2023

CIO James St. Aubin reflects on recent market activity.

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CIO Insights: February 28, 2023

Date Created: February 28, 2023
 
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Investment Commentary

Disciplined Risk Management

March 13, 2023

Learn about our investment process that is based on two goals. The first goal is to keep clients [...]

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Disciplined Risk Management

Date Created: March 13, 2023
 

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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.

Commentary

Commentary: The Fed Lifts Rates, but Are They Behind the Curve?

March 17, 2022

Our latest commentary covers the Fed's decision on raising rates, the impact of conflict in [...]

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Literature

Tactical Bond

Tactical Bond Strategy Brochure

March 15, 2022

An alternative approach to a traditional asset class.

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CIO Insights

CIO Insights

Investors Have A Lot To Worry About

February 28, 2022

Just when you think you've figured out the markets, they typically change.

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Investors Have A Lot To Worry About

Date Created: February 28, 2022
 

Recent volatility serves as a good example of how hard it can be to predict the markets on a short-term basis. We have observed high levels of intra-day volatility many days. And volatility from day-to-day. In this week's Market Minute, I dissect current market forces that have investors worried and offer you a potential solution.

Literature

Moderate Allocation

Moderate Allocation Strategy - Introductory Flyer

February 23, 2022

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

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Commentary

Commentary: Floating Rate Notes - A Diversifier for Rising Rates

February 10, 2022

Our latest commentary looks at how Floating Rate Notes can serve as a good diversifier within fixed [...]

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CIO Insights

CIO Insights

Don't Get Emotional, Rely On Your Discipline

February 9, 2022

Don't let emotions get the best of you, rely on your discipline.

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Don't Get Emotional, Rely On Your Discipline

Date Created: February 9, 2022
 

Volatility returned to the markets late in the 4th quarter but ramped up considerably in January. When the markets begin to shake, investors tend to get emotional. To put it simply, don’t get emotional – rely on your discipline. I share my perspective on January’s rollercoaster ride in this week’s Market Minute.

Commentary

2021 Market and Economic Review (client approved)

January 24, 2022

This Market and Economic review of 2021 looks back at the key forces that helped shape the year, [...]

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Literature

Risk Matters

Average Returns Can Be Misleading (client approved flyer)

January 10, 2022

This flyer shows how average return numbers can be misleading vs. the more accurate annualized [...]

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