During times of severe economic and market stress, is gold a good investment and does it make sense in a diversified portfolio?
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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.
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.
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.
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.
“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:
And more!
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:
And more!
The Minneapolis/St. Paul Business Journal held a panel discussion recently on women in finance. Our very own Heidi Hukriede, CFA joined the panel and provided her outlook on the industry and discussed her experiences as a leader in finance.
