Sierra Investment, Author at Sierra Investment Management

Wall Street Journal and Sierra CIO James St. Aubin Talk Tightening Financial Conditions

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 figh [...]

ThinkAdvisor Interviews Sierra CEO, Skip Schweiss

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 batte [...]

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St. Aubin in the Wall Street Journal Talks Risky Borrowers & Rising Loan Costs

Excluding a 2020 spike, the default rate for the past 12 months is the highest since 2014 The strains come at a time when leveraged-loan funds have put up outsize performances Investors had feared that rising rates would hurt [...]

Sierra CIO St. Aubin Talks Trend Following and More on Excess Returns Podcast

In this episode, Jack and Justin talk trend following and conservative investing with Sierra Mutual Funds CIO James St Aubin They talk about Sierra's unique banded moving average approach to trend following and how they utilize i [...]

Bloomberg and St. Aubin: Adversity for Apple Inc. if China Expands iPhone Bans

Access to this article may require a subscription In a span of two days, Apple Inc has seen roughly $200 billion (about the size of the whole of McDonald's Corp) of its market value wiped out And it looks like the blame rests [...]

MMI/Barron’s Names Sierra as 2023 Industry Awards Finalists

The annual MMI/Barron's Industry Awards recognize innovation and leadership in the investment advisory solutions industry Now in their 15th year, the Awards celebrate outstanding achievement and honor firms that have raised the b [...]

St. Aubin on Money Life Podcast: A Mild Recession on the Rise?

James St Aubin, chief investment officer at the Sierra Mutual Funds, says that while conventional thinking has moved away from a recession being imminent, more difficult conditions for consumers in the fourth quarter will cre [...]

St. Aubin to Wall Street Journal: “U.S. Stocks are really in a difficult position”

Access to this article may require a subscription Jerome Powell’s much-anticipated speech Friday did little to resolve the conflict gripping markets late this summer: whether a rapid climb in interest rates spells doom for t [...]

Worst Stretch of Losses for Tech Stocks Since December

Access to this article may require a subscription The big question now is whether a further unraveling of Big Tech's advance will take the broader market down with it, or whether other corners of the market will help to pick u [...]