Sierra CIO James St. Aubin points to rising volatility driven by geopolitical tensions, AI disruption, and credit concerns as reasons for a more defensive positioning. He highlights cash as an increasingly attractive option in uncertain market conditions.
Read James’ full perspective in Bloomberg:
The thoughts and opinions expressed in the article are solely those of the person speaking as of 03/09/2026, and not necessarily those of Sierra and are provided for informational purposes only. Any opinion or estimate contained in this article is made on a general basis and is not to be relied upon by the reader as advice. The reader must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this article, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.
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