With the end of the first quarter of 2024, our Director of Equity and Director of Fixed Income reflect on March’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
March 2024 – Monthly Market Commentary
Category: Investment Management
Is Gold A Good Investment?
During times of severe economic and market stress, is gold a good investment and does it make sense in a diversified portfolio?
Key Headlines:
- Gold is a store of value and often considered a hedge against inflation
- As an investment, gold is more volatile than stocks
- Gold’s place in a diversified portfolio
Read Article Here
February 2024 – Monthly Market Commentary
As we near the end of the first quarter of 2024, our Director of Equity and Director of Fixed Income reflect on another month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
Read Commentary Here
January 2024 – Monthly Market Commentary
Stepping into the second month of 2024, our Director of Equity and Director of Fixed Income reflect on the new year’s first month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
Read Commentary Here
2023 Stonebridge Investment Management Forum
Beyond our focus on customized investment management, we take great pride in serving our clients and partners. In June 2023, Stonebridge hosted our annual Investment Management Forum.
Hear from our professional panel – our firm’s own Chief Investment Officer, John Schonberg, CFA, our Director of Equity, Michael Dashner, CFA, and our Director of Fixed Income, Jon Lynn – as they explain our investment philosophy, our approach to investment management, and how our process impacts our clients’ portfolios.
Disclosure: The information and resources provided are for informational purposes only and do not create a professional-client relationship between the attendees and firms, panelists, authors and contributors.
ESG Investing: Navigating Your Goals Through a Values-Based Approach
In recent years, the pressure to invest under Environmental, Social and Governance (ESG) standards has been steadily increasing. At its core, ESG investing is centered on strengthening and growing our society, protecting our planet, and upholding ethical, equal business practices and standards within organizations. In this Stonebridge educational article, we address what ESG Investing is and our Stonebridge approach of Values-Based Investing.
Read Article Here
Stonebridge Soundbite – The Bond Talk
“Bonds are back!” For several months now, we have been hearing this phrase repeated over and over again… So, what does it mean? For this episode of Stonebridge Soundbites, Director of Fixed Income – Jon Lynn – addresses the fixed income market.
Topics Discussed in this Recording:
- Duration, yield, what do the terms we associate with fixed income mean?
- Why should investors have bonds in their portfolio?
- What strategies does Stonebridge implement?
And more!
Listen Here
Stonebridge Soundbite – To Buy, To Hold, or To Sell?!
When we say that we build customized investment portfolios using individual equities and fixed income securities, what does that actually look like…?
For this episode of Stonebridge Soundbites, Director of Equity and Portfolio Manager – Michael Dashner, CFA – and Portfolio Manager and Research Analyst – Ryan Medhaug, CFA – dive into the stock selection process at Stonebridge.
Topics Discussed in this Recording:
- What does it mean to be long-term investors?
- Why do we select a company through a top-down, bottom-up fundamental analysis?
- How do we arrive at the final decision to buy a stock?
And more!