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James St. Aubin Shares Important Investing Lessons on Excess Returns Podcast

Excess Returns

The hosts of Excess returns have now conducted over 100 interviews on their podcast. At the end of all of them, they have asked the same closing question: Based on your experience in markets and your research, if you could teach one lesson to the average investor, what would it be? In this episode, the […]

Reuters & St. Aubin: Powell’s ‘Balanced’ Outlook Invigorates Investors

Excess Returns

The hosts of Excess returns have now conducted over 100 interviews on their podcast. At the end of all of them, they have asked the same closing question: Based on your experience in markets and your research, if you could teach one lesson to the average investor, what would it be? In this episode, the […]

ThinkAdvisor Interviews Sierra CEO, Skip Schweiss

ThinkAdvisor

A fast-evolving set of risks and opportunities is challenging late-career workers, retirees and the financial advisors who serve them, and those who fail to respond to shifting conditions could see hard-earned nest eggs battered by unforgiving market forces. At the same time, financial services firms that manufacture investment funds and outsourced portfolio models are facing […]

Sierra CIO St. Aubin Talks Trend Following and More on Excess Returns Podcast

Excess Returns

In this episode, Jack and Justin talk trend following and conservative investing with Sierra Mutual Funds CIO James St. Aubin. They talk about Sierra’s unique banded moving average approach to trend following and how they utilize it to manage risk in client portfolios. The trio also discuss the importance of educating investors, what makes a […]

St. Aubin on Money Life Podcast: A Mild Recession on the Rise?

Money Life with Chuck Jaffe

James St. Aubin, chief investment officer at the Sierra Mutual Funds, says that while conventional thinking has moved away from a recession being imminent, more difficult conditions for consumers in the fourth quarter will create an economic slowdown that is likely to become a mild recession early in 2024. St. Aubin says stocks might tolerate […]

St. Aubin to Wall Street Journal: “U.S. Stocks are really in a difficult position”

Wall Street Journal

Access to this article may require a subscription. Jerome Powell’s much-anticipated speech Friday did little to resolve the conflict gripping markets late this summer: whether a rapid climb in interest rates spells doom for the surprising 2023 stock-market rally. The Federal Reserve chair said inflation remains too high and officials are open to raising rates […]

St. Aubin on Money Life Podcast: “The Market Could Go in Any Direction”

Money Life with Chuck Jaffe

James St. Aubin, chief investment officer at Sierra Investment Management, says that we are looking at ‘unusually uncertain times given what the market is trying to process right now,’ specifically how the increased cost of credit and the decreased availability of credit will work its way through the economy. St. Aubin – who uses a […]

Sierra’s CIO James St. Aubin on Money Life Podcast (Podcast Segment, 9/26/22)

Money Life with Chuck Jaffe

James St. Aubin, Chief Investment Officer for the Sierra Mutual Funds, believes that investors can win by not losing, and while holding cash won’t keep pace with high inflation, he says being on the sidelines waiting for the market “to show some productive trends” is a sound strategy for current conditions. St. Aubin says that […]

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The Sierra Mutual Funds are managed by Ocean Park Asset Management, LLC, an affiliate of Sierra Investment Management, Inc.