FORM CRS
ACCESS YOUR ACCOUNT
Sierra Investment Management Logo
Sierra Investment Management Logo
Sierra Investment Management Logo

James St. Aubin talks Q2 earnings and Fed policy with Schwab Network

I think of the word for 2025 being resilience—resilience in terms of that economic momentum in the face of tariffs, in the face of geopolitical concerns.”

James St. Aubin, CIO at Sierra Investment Management, joined Schwab Network to talk Q2 earnings, Fed policy, and the real risks that could shake investor confidence.

  • Lowered expectations this quarter—but beats are likely
  • Guidance may be limited amid tariff uncertainty
  • Cracks forming under the labor market surface
  • High valuations mean high expectations—and downside risk

Watch the full interview:

    READ THE FULL ARTICLE

    The thoughts and opinions expressed in the article are solely those of the person speaking as of 07/08/2025, 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.

    0167-SI00XLAP 08042025

    You are now leaving Sierra Investment Management and entering the Charles Schwab client portal.

    Proceed

    You are now leaving the Sierra Investment Management, LLC website and entering the Sierra Mutual Funds website.

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

    Proceed