Robertson Stephens Weekly Commentary – May 18, 2026
The world may not be awash in oil and gas right now, but there is a healthy supply of ministerial- level meetings discussing the oil and gas problem. Most ofInflation Came In Hot Which Cooled Equity Markets
Executive Summary Most major U.S. stock indexes finished last week lower as optimism surrounding large-cap technology and artificial intelligence (AI)-related stocks was largely outweighed by concerns around accelerating inflation, rising Treasury yields,
What to do with an Existing Permanent Life Insurance Policy
The decision of what to do with a permanent life insurance policy – such as a whole life or universal life policy – at the point of retirement is oftenWeekly Economic Commentary
The world may not be awash in oil and gas right now, but there is a healthy supply of ministerial- level meetings discussing the oil and gas problem. Most ofRobertson 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