Press Release Archives - 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 [...]

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 [...]

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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 [...]

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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 [...]

Forbes & Sierra CIO St. Aubin on the Implications of Recent U.S. Bond Rating Downgrade

Access to this article may require a subscription Fitch Ratings took away America's triple-A credit rating this week, but it could not downgrade the almighty dollar The No 3 US credit rater joined larger rival Standard [...]

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Corporate Earnings Growth Predictions Could Cause Stock Prices to Continue Climbing

Access to this article may require a subscription It's become a common refrain among those who believe the 2023 stock-market rally seems too good to last: by almost any measure one chooses, equity valuations in the US are look [...]