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James St. Aubin Shares Important Investing Lessons on Excess Returns Podcast

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 […]

MarketWatch Gets James St. Aubin’s Take on the “January Effect”

MarketWatch

U.S. stocks capped off a wild 2023 with a two-month sprint that has carried the Dow to record highs and the S&P 500 index to within a whisker of a similar milestone. But after such a powerful advance, some portfolio managers and strategists are concerned that the market could suffer its own post-New Year’s Eve […]

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 […]

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