President and CIO Patrick Jamin, CFA, FRM, observes markets anticipating a smooth landing with lower inflation, robust growth, and overbought equity multiples. Signs of imperfection could lead to vulnerabilities and a pullback. Despite no major risks seen, the current return/risk environment is less favorable, prompting a cautious stance and openness to leverage trading weaknesses for future opportunities.
- Jul 14, 2023
- Patrick Jamin
The Stakes are High, But You're in Control | President's Post Q2 2023
President and CIO Patrick Jamin wants investors to be educated about the current market challenges,...
- Apr 13, 2023
- Patrick Jamin
Why "Summit Fever" Can Lead to Bad Decisions | President's Post Q1 2023
President and CIO Patrick Jamin equates investment during a bear market rally with the ultimate...
- Jan 12, 2023
- Patrick Jamin
Prediction is Very Difficult, Especially About the Future | President's Post Q4 2022
President and CIO Patrick Jamin discusses the parallels between investments and the World Cup. Each...