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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
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An all-in-one brochure that covers our core beliefs, investment process, funds, and strategies.
VIEW RESOURCEQ4 2023 Tactical Allocation Model Profile Sheet
Ocean Park Tactical Allocation Model Profile Sheet as of December 31, 2023.
VIEW RESOURCEPerformance During Two Major Downturns: Ocean Park Conservative Allocation Strategy
Since 1987, we have helped individual investors weather the severest storms, including the 2008 [...]
VIEW RESOURCECIO Insights: February 5, 2024
What’s the one adjective that Fed Chair Powell continues use when discussing the path back to 2%? [...]
WATCH NOWManaging Volatility and Investor Emotions During the Distribution Phase
The financial dynamics of retirement can include cash flow concerns. Every day more than 10,000 [...]
VIEW RESOURCESeparate Account: Q4 2023 Moderate Allocation Program Fact Sheet
Ocean Park Separately Managed Account: Moderate Allocation Program Fact Sheet as of December 31, 2023.
VIEW RESOURCEQ4 2023 Diversified Municipal Bond Model Fact Sheet
Ocean Park Diversified Municipal Bond Model Fact Sheet as of December 31, 2023.
VIEW RESOURCEQ4 2023 Municipal Bond Strategy Fact Sheet
Ocean Park Municipal Bond Strategy Fact Sheet as of December 31, 2023.
VIEW RESOURCESeparate Account: Q4 2023 High Yield Corporate Bond Program Fact Sheet
Ocean Park Separately Managed Account: High Yield Corporate Bond Program Fact Sheet as of December [...]
VIEW RESOURCESeparate Account: Q4 2023 Strategic Income Program Fact Sheet
Ocean Park Separately Managed Account: Strategic Income Program Fact Sheet as of December 31, 2023.
VIEW RESOURCESeparate Account: Q4 2023 Municipal Bond Program Fact Sheet
Ocean Park Separately Managed Account: Municipal Bond Program Fact Sheet as of December 31, 2023.
VIEW RESOURCESeparate Account: Q4 2023 California Municipal Bond Program Fact Sheet
Ocean Park Separately Managed Account: California Municipal Bond Program Fact Sheet as of December [...]
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