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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.
CIO James St. Aubin recaps the markets, the economy and Ocean Park Asset Management's performance [...]
WATCH NOWCIO James St. Aubin recaps the markets, the economy and Ocean Park Asset Management's performance in Q1 2024
Performance Snapshot: TAMP Strategies Through March 31, 2024
Performance analysis for all Ocean Park TAMP Strategies, approved for client use, and updated [...]
VIEW RESOURCEPerformance Snapshot: SMA Programs Through March 31, 2024
Performance analysis for the Ocean Park Separately Managed Accounts Programs, approved for client [...]
VIEW RESOURCEIn 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.
Growth Allocation Strategy Product Sheet
Product Sheet for Ocean Park's new Growth Allocation Strategy.
VIEW RESOURCEModerate Growth Allocation Strategy Product Sheet
Product sheet for Ocean Park's new Moderate Growth Allocation Strategy.
VIEW RESOURCEBond returns have historically rallied before – and continued to rally after – the last fed funds [...]
LOGIN TO VIEWRisk Matters: The Importance to Managing the Sequence of Returns
This flyer shows why it's important to keep losses small, and the gains needed to break even after [...]
VIEW RESOURCEAn overview of our firm, philosophy, investment process, and investment team.
VIEW RESOURCEAre Consumers Running on Fumes? March 2024
Surprisingly, consumer demand has remained robust, despite the highest inflationary pressures in [...]
VIEW RESOURCECIO Insights: February 29, 2024
In this February 29, 2024 edition of CIO Insights, James St. Aubin discusses how consumers could [...]
WATCH NOWIn this February 29, 2024 edition of CIO Insights, James St. Aubin discusses how consumers could control the fate of the economy, for better or worse.
Disciplined Risk Management Across Our Strategies
See the range of strategies we offer to fit various risk profiles and the features that span them, [...]
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