St. Aubin on Morningstar Markets Brief: “Tectonic shifts in forecasting Fed policy”
Tech stocks benefited as investors flooded into the beaten-up group, expecting it to benefit from a Fed pause and move to cut interest rates. Also, mega-cap techs are seen as having fortress-like balance sheets able to withstand a serious downturn. But the first quarter was anything but an easy ride. “It was a quarter that […]
March Market Madness
In light of the turmoil in the banking sector, some have called the March Federal Open Market Committee (FOMC) meeting announcement the most anticipated in recent memory. In this brief commentary, Sierra’s Chief Investment Officer, James St. Aubin provides his insight to help unpack what was done and communicated in that meeting. 0146-SI00XLAP 03272023
Sierra’s CIO James St. Aubin on Bloomberg Markets
Ivascyn, 53, gets the angst that’s brewing out there but exudes confidence in his strategy. He’s been waiting, he says, for a big-score kind of moment like the one he found back in the late aughts and says he’s finally on the cusp of delivering it to investors. James St. Aubin, chief investment officer at […]