Robertson Stephens Weekly Commentary – May 11, 2026
The healthy US job growth reported on May 8—not only the 115,000 net new jobs created but also the distribution of those jobs across a number of economic sectors—has had
A New Chapter for the 401(k): Access to Private Markets
U.S. retirement plans hold roughly $13.8 trillion in assets, with 401(k)s alone accounting for an estimated $8.7 trillion. For decades, that money has been almost entirely confined to public markets. That may be changing. Last August, PresidentWeekly Economic Commentary
The healthy US job growth reported on May 8— not only the 115,000 net new jobs created but also the distribution of those jobs across a number of economic sectors — hasMiddle East Uncertainty in the Face of Fundamental Earnings
indexes to new highs. A strong employment report bolstered hopes that the U.S. economy remains resilient in the face of higher energy prices as a result of the Iran war. Technology and growth stocks ledRobertson Stephens Weekly Commentary – May 4, 2026
GDP growth and consumer inflation figures released last week for both the Euro Area and the United States effectively told a tale of two different economies — both at war Gaps in Otherwise Good Estate Plans: Why Documents Are Only Half the Battle
Lately, a troubling pattern has surfaced in even the most carefully constructed estate plans. The work looks excellent on paper because competent attorneys drafted the documents, and specialized CPAs handled the taxSpring Surge: April Showers Watered a Bullish Market
Executive Summary Last Week Stocks largely ignored the wave of conflicting headlines about the war in the Middle East and a hawkish Federal Reserve policy meeting to post solid gains in mostWeekly Economic Commentary
GDP growth and consumer inflation figures released last week for both the Euro Area and the United States effectively told a tale of two different economies — both at warRobertson Stephens Weekly Commentary – April 27, 2026
April ends with a flurry of important economic numbers and a heavy dose of Federal Reserve drama. The current range of estimates for first quarter US GDP growth is a