Learn more about how we help advisors in the Solutions section! Find out more about our culture, central resources, investments, wealth planning, technology, marketing, and how we empower our advisors.
“I joined Robertson Stephens because I saw an opportunity to collaborate with a group of extremely talented individuals to bring a truly institutional-grade experience to wealth management.”
Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.
Learn more about how we help advisors in the Solutions section! Find out more about our culture, central resources, investments, wealth planning, technology, marketing, and how we empower our advisors.
“I joined Robertson Stephens because I saw an opportunity to collaborate with a group of extremely talented individuals to bring a truly institutional-grade experience to wealth management.”
Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.
Executive Summary Last week, U.S. stocks were down and bonds up (price up / yield down). The S&P 500 outperformed the MSCI Emerging Markets and MSCI EAFE indices. As for
Executive Summary We believe the tariff situation represents more of a consumption tax that will be more similar to a one-time price adjustment than stoking runaway inflation expectations. We also
Executive Summary Various key trends the Investment Office is monitoring U.S. financials sector earnings season kicked off last week strong. The MSCI EAFE Large Cap value index has nearly
Executive Summary Last week, there was little difference in performance between large-caps and small-caps, while growth stocks held up modestly better than value. Investors have begun to follow airline earnings
Executive Summary Major U.S. stock indexes finished the holiday-shortened week higher. Smaller-cap indexes performed best, with the S&P MidCap 400 and Russell 2000 indexes climbing 2.85% and 3.52%, respectively, followed
What Happened Geopolitics took center stage last week as Israel and Iran continued to launch missiles at each other, culminating with the U.S. joining the war with strategic strikes on
Executive Summary Last week, stocks were down and bonds up (price up/yield down). The MSCI Emerging Markets index outperformed the S&P 500 and MSCI EAFE. The best performing sectors in
Executive Summary U.S. stocks closed within ~2% of their all-time highest level since February 2025, lifted by a combination of resilient jobs data and signs of progress in U.S.-China trade
Executive Summary For the month of May, the S&P 500 returned over 6%, its best monthly performance since November 2023. Financial markets have weathered two months of policy-driven volatility, only
