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St. Aubin to Schwab Network: “The Unknowns Need to Be Respected”

Charles Schwab

Historically, the end of monetary policy tightening cycles have been an attractive time to own bonds, notes James St. Aubin. He discusses the outlook for rate cuts in 2024. He talks about how investors should avoid getting too complacent about downside risk in the bond market. He then goes over how many rate cuts we […]

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 […]

Wall Street Journal and Sierra CIO James St. Aubin Talk Tightening Financial Conditions

Wall Street Journal

Access to this article may require a subscription. Many investors on Wednesday looked to the Federal Reserve for hints about whether this autumn’s unusual ascent in Treasury yields would help finish America’s inflation fight. The central bank’s message: maybe. In the tug of war between low-risk government debt and higher-risk equities, that was enough of […]

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 […]

St. Aubin in the Wall Street Journal Talks Risky Borrowers & Rising Loan Costs

Wall Street Journal

Excluding a 2020 spike, the default rate for the past 12 months is the highest since 2014. The strains come at a time when leveraged-loan funds have put up outsize performances. Investors had feared that rising rates would hurt risky borrowers, particularly if they spark a recession. Instead, a strong economy has helped issuers withstand […]

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 […]

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