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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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Strategies
Other Topics
January 12, 2023
Rallies in both the stock and bond markets during the fourth quarter of 2022 were a welcome means [...]
VIEW RESOURCEThe Case for Tactical Asset Management
January 10, 2023
This hypothetical piece depicts how Tactical Asset Management can be so beneficial to investors.
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CIO Insights
November 21, 2022
Chief Investment Officer, James St. Aubin, and Chief Investment Strategist, Ryan Harder, discuss [...]
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CIO Insights
CIO Insights
October 4, 2022
CIO Insights in 90 Seconds
WATCH NOWCIO 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.
Commentary: Curb Your Enthusiasm!
September 14, 2022
Fueled by renewed worries over the hawkish impulse of global central banks, investors returned to a [...]
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
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 [...]
VIEW RESOURCEAugust 18, 2022
Our latest commentary covers a second half that begins on an optimistic note.
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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.
WATCH NOWMarkets 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.
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.
WATCH NOWThese 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: 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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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.
WATCH NOWInvestors 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.
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