investing 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 [...]

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 [...]

Sierra’s CIO James St. Aubin Discusses the War in Ukraine, European Stocks on Morningstar Markets Brief

The strength in global markets demonstrates what many investment strategists noted a year ago when the war started: Geopolitical events might trigger emotional responses that jolt markets temporarily, but they don’t ultimat [...]

ThinkAdvisor Interview With Skip Schweiss: “2023 Is the Year of the TAMP”

Experts from a diverse set of firms have emphasized the point in recent discussions with ThinkAdvisor, including Skip Schweiss, the current CEO of Sierra Investment Management and former president of TD Ameritrade Trust Co [...]

Sierra Chief Executive Officer, Skip Schweiss

ThinkAdvisor Interview With Skip Schweiss: “Do This Instead of Moving Up Market”

As of early 2023, Sierra’s TAMP solutions are distributed under the Ocean Park name on both the Envestnet and Orion platforms, as well as on all the major independent broker-dealer platforms, including LPL Financial, Cambri [...]

Sierra CEO Skip Schweiss on ‘IN the Office’ with Gregg Greenberg

Sierra Investment Management CEO Skip Schweiss sits down with InvestmentNews anchor Gregg Greenberg to discuss the importance of having a 'sell discipline,' as well as why Sierra utilizes a rules-based methodology for managin [...]

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