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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: May 5, 2023

May 8, 2023

Recorded on May 5, 2023, CIO James St. Aubin discusses developments in economic policy, April's [...]

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CIO Insights: May 5, 2023

Date Created: May 8, 2023
 
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Investment Commentary

10-Year Treasury Yields to Break Even

May 4, 2023

2022 was the worst year in history for core fixed income and many investors are wondering how far [...]

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Ocean Park Fact Sheets and Performance Snapshots are under enhancement and will be available later this month. Thank you for your patience.

Commentary

Commentary: The Fed Makes a Move, but Is It Too Late?

November 16, 2021

Our latest commentary cover the Federal Reserve's decision to begin tapering purchases over the [...]

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Literature

Brochure: Our Investment Process

October 8, 2021

Rooted in math and decades of analysis, our truly tactical rules-based investment disciplines are [...]

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White Papers

Expand Your Core: Constructing a Bond Portfolio to Prosper in Changing Environments

October 8, 2021

Bond portfolio construction can be more effective in a dynamic environment by assembling the [...]

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CIO Insights

Markets Have Been Generous to Investors So Far in 2021

August 23, 2021

In this week's Market Minute EVP of Investment Management, Doug Loeffler, shares his thoughts on [...]

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Markets Have Been Generous to Investors So Far in 2021

Date Created: August 23, 2021
 

In this week's Market Minute EVP of Investment Management, Doug Loeffler, shares his thoughts on the pandemic economic recovery, current risks in the markets investors should be aware of, including continued supply chain disruptions, rising COVID cases, and inflation concerns, and why we believe having a repeatable investment process is so important.

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CIO Insights

The Challenges of Fundamental Management

July 29, 2021

Fundamental managers are often renowned for making predictions. We've found that while a manager [...]

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The Challenges of Fundamental Management

Date Created: July 29, 2021
 
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CIO Insights

The Good, the Bad, the Ugly of the COVID-19 Recovery

July 6, 2021

Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity and [...]

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The Good, the Bad, the Ugly of the COVID-19 Recovery

Date Created: July 6, 2021
 
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CIO Insights

Munis In Investors' Sweet Spot

June 21, 2021

Often overlooked by investors, Municipal Bonds are an important element of a balanced fixed income [...]

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Munis In Investors' Sweet Spot

Date Created: June 21, 2021
 

Commentary

Commentary: The Good, the Bad, and the Ugly of the COVID-19 Recovery

June 9, 2021

Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity and [...]

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Commentary

Commentary: Municipal Bonds Are In Investors' Sweet Spot

May 13, 2021

Municipal Bonds had a sell off in March of 2020, but since then have come roaring back, [...]

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Literature

Risk Matters

RISK MATTERS: THE IMPORTANCE OF KEEPING LOSSES SMALL (FLYER)

May 5, 2021

This flyer shows why it's important to keep losses small, and the gains needed to break even after [...]

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Advisor Voice

Advisor Voice

What Will You Do, When Yields Rise?

April 15, 2021

Periods of rising yields have historically been a headwind for fixed-income investors. Senior [...]

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Commentary

Commentary: Risk-on and Risk-off Visualization

April 6, 2021

This chart visualizes how Long-Term Treasury Rates and High Yield Corporate Bond Spreads often move [...]

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