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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
June 18, 2024
In June’s CIO Insights, James St. Aubin unpacks recent economic reports and the Fed’s June meeting [...]
WATCH NOWIn June’s CIO Insights, James St. Aubin unpacks recent economic reports and the Fed’s June meeting in relation to the markets.
While the JOLTS report was needed before cutting rates, CPI was essentially “a dream report” and non-farm payroll exceeded expectations, the household survey resulted in skepticism. St. Aubin reveals which hot contributor to inflation was flat, generating favorable stock and bond market reactions. In under 5 minutes, he also reveals rate cuts projected through 2025 and why there’s still room for caution.
2023 Year-End Quarterly Webcast
January 25, 2024
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.
Our Commitment to Allocation Transparency
August 2, 2023
We are committed to providing you with tools that make your life easier as an advisor. Among the [...]
LOGIN TO VIEWJuly 2023 Investment Insights: Proceed With Caution
July 31, 2023
There is optimism that the Fed can have their cake and eat it, too, by bringing down inflation [...]
VIEW RESOURCEJuly 31, 2023
In this July 28, 2023 edition of CIO Insights, James St. Aubin examines a big week for central [...]
WATCH NOWIn this July 28, 2023 edition of CIO Insights, James St. Aubin examines a big week for central banking that saw the Fed, the ECB, and the BOJ all hold policy meetings.
Conservative Allocation,Balanced Risk,Diversified Municipal Bond,Global Balanced Series,High Yield Corporate Bond,Moderate Allocation,Municipal Bond,Strategic Income,Tactical Allocation,Tactical Bond
Proceed With Caution - July 2023
July 31, 2023
There is optimism that the Fed can have their cake and eat it, too, by bringing down inflation [...]
VIEW RESOURCEDisciplined Risk Management: Our Investment Process
July 28, 2023
An overview of our disciplined risk management investment process.
VIEW RESOURCEJuly 13, 2023
Provides a broad overview of Ocean Park's two investment goals: Prevent large, unrecoverable losses [...]
VIEW RESOURCEJuly 11, 2023
In this July 7, 2023 edition of CIO Insights, James St. Aubin discusses market performance for the [...]
WATCH NOWIn 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 RESOURCEACTIVE ETF FUNDS
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