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Latest Insights From Our Experts
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.
June 2023 Investment Insights: From Dovish Hike to Hawkish Pause
CIO James St. Aubin offers commentary following the Fed's June meeting.
VIEW RESOURCEFrom Dovish Hike to Hawkish Pause - June 2023
CIO James St. Aubin offers commentary following the Fed's June meeting.
VIEW RESOURCE% Invested, Risk-on vs. Risk-off: Balanced Risk
See risk-on and risk-off investments since the model's inception, as well as the percentage [...]
VIEW RESOURCE% Invested, Risk-on vs. Risk-off: Conservative Allocation
See risk-on and risk-off investments since the strategy's inception, as well as the percentage [...]
VIEW RESOURCEIn this edition of CIO Insights, James St. Aubin discusses the debt ceiling, the JOLTS and non-farm [...]
WATCH NOWIn this edition of CIO Insights, James St. Aubin discusses the debt ceiling, the JOLTS and non-farm payroll reports, and more.
Recorded on May 5, 2023, CIO James St. Aubin discusses developments in economic policy, April's [...]
WATCH NOWHistorical Correlation of Stocks and Bonds: Positive, Negative, or Variable?
Between 2001 and 2020, a 20-year pattern led to the false impression that stocks and bonds exhibit [...]
VIEW RESOURCERecorded on April 14, 2023, CIO James St. Aubin provides insights on the US Consumer Price Index, [...]
WATCH NOWA Comprehensive OPS Product Offering
A one page view of our Orion Portfolio Solutions product offerings for financial advisors.
VIEW RESOURCESierra CIO James St. Aubin recaps a rollercoaster Q1 and discusses how the odds of a hard landing [...]
WATCH NOWChief Investment Officer, James St. Aubin delivers commentary surrounding the Federal Open Market [...]
LOGIN TO VIEWCIO Insights: February 28, 2023
CIO James St. Aubin reflects on recent market activity.
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