Ahead of the Curve: What the Warsh Era Means for Markets
Kevin Warsh’s ascendancy to Federal Reserve chair is much anticipated, but what will it mean for the markets?
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The Curse of Complacency
The market has been resilient amid the escalating conflict with Iran. It appears to be betting that any economic impact will be short term. Sierra’s CIO, James St. Aubin, has his views and shares them in his March Investment Insights.
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Sierra Investment Management provides tactical, global, multi-asset portfolio management. Since 1987, our founders’ rules-based buy-and-sell disciplines have sought to help investors limit downside risk, grow their wealth, and achieve their investment goals.