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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.
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 NOWIt’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
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 NOWInvestors 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.
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 NOWRecent 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.
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.
WATCH NOWVolatility 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.
It Was the Best of Times, It Was the Worst of Times
January 5, 2022
2021 was both good and bad. What lies ahead in 2022?
WATCH NOWAsk him about 2021, and he'll say Charles Dickens said it the best: "It was the best of times, it was the worst of times." Focusing on 2022, he has his eyes on a handful of risks in the markets. Doug Loeffler, CFA, CAIA looks back at last year, and brings 2022 into focus in this week's Market Minute.
Advisor Voice
April 25, 2019
[S1, EP2] Senior Portfolio Specialist, Bill Phillips, explains how Ocean Park's investment process [...]
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