J. Stern & Co. is a global independent asset manager focused on delivering long-term capital growth through high-conviction, research-led strategies.
4 Carlton Gardens London
Joined September 2014
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J. Stern & Co. World Stars Global Equity portfolio manager Chris Rossbach in conversation with Portfolio Adviser’s PA+ Adam Lewis
portfolio-adviser.com/interv…
Our CIO @ChrisRossbach comments on Warren Buffett’s deputies, Ted Weschler and Todd Combs, and how the pair will "contribute and take” Buffett’s investing legacy forward in the FT on.ft.com/3Ulvxhc
“It’s rare to launch a successful new #luxury brand as they rely on craftsmanship and heritage. There’s an inherent value that comes from having the history of 100 years that differentiates #brands like @LVMH.
Katerina Kosmopoulou, @JSternCo
tinyurl.com/vxddnf95
Yesterday CIO @ChrisRossbach was invited to join Barron's @laurenrublin on @barronsonline weekly 'Talking Stocks' programme to discuss the outlook for financial markets, industry sectors, and numerous individual stocks. You can listen to a recording here
tinyurl.com/34t99sc6
J. Stern & Co. retweeted
"Things will be better than people expect and the rate cuts that are expected are going to come later, or not at all."
@ChrisRossbach, CIO at asset manager @JSternCo, speaks to Naomi Rovnick, Markets Correspondent, @thomsonreuters
streetinsider.com/Reuters/Bu… via @Street_Insider
New J. Stern & Co. Insight - The global water crisis: challenges and opportunities jsternco.com/the-global-wate…
New J. Stern & Co. Insight: Luxury stocks navigating troubled waters with wind in their sails #insights #luxury #LVMH #equities jsternco.com/luxury-stocks-n…
J. Stern & Co. retweeted
“If people are worried that they have somehow missed the right time to get into growth after the sell-off last year, moments like we are in right now suggest otherwise.”
@ChrisRossbach, Portfolio Manager, @JSternCo World Stars Global Equity Fund
tinyurl.com/38yjs4ye
New J. Stern & Co. Insight: Nvidia - Three reasons why we are not selling
jsternco.com/nvidia-three-re…
“For a long period of time, very short maturity bonds made sense, because investors did not want exposure to a potential shift in the interest rate cycle. Now that shift has come, it makes sense to add duration.”
@JSternCo Partner, Jean-Yves Chereau
tinyurl.com/3at5h4ph
“It's going back to normal after 14 years of zero interest rates and yields, so there is a new paradigm, but it is really the old paradigm."
Multi-Asset Income Fund manager, Jean-Yves Chereau, talks to @PortfAdviser on the recent surge in #bondyields.
tinyurl.com/mr35dpv2
J. Stern & Co. retweeted
.@JSternCo multi-asset income manager Jean-Yves Chereau has described the “new normal” high yield, high rate environment as a “game changer” for the income investing landscape.
portfolio-adviser.com/j-ster…
#fixedincome #multiasset #multiassetfund
In this excellent feature interview, our Star Multi-Asset Income Fund manager, Jean-Yves Chereau, explains to @PortfAdviser's @CMayesReports how a high yield, high rate environment is a game changer for the income investing landscape.
tinyurl.com/c3raye6t
"Artificial Intelligence will markedly improve productivity, and have a transformational effect on the global economy."
@ChrisRossbach, Portfolio Manager @JSternCo World Stars Global Equity Fund
tinyurl.com/37fpce9w
Major investment in #waterinfrastructure is required to deliver #cleanwater and #sanitation for all. Investment in the identification of solutions presents a considerable opportunity.
@JSternCo's Katerina Kosmopoulou speaks to @thetimes @davidbrenchley.
tinyurl.com/mryu5zek
“We would all prefer a world with no conflict.......but an industry that plays a pivotal role in maintaining the international system of order and peace is today critical."
Partner, Katerina Kosmopoulou talks #defence with @thetimes' @davidbrenchley
tinyurl.com/ccr5pydy
New J. Stern & Co. Insight - Artificial Intelligence: The next computing paradigm #artificialintelligence #computing
jsternco.com/artificial-inte…
J. Stern & Co. retweeted
Discover the latest on the transition to a #CircularEconomy, #ESG investments & UK investors and the countdown to #COP28 with @_CharlesStanley, @SquareMileICR and @JSternCo: ow.ly/kTAm50ONVwh
“You have more and more analytical tools, and can automatise processes, with #ArtificialIntelegenceallowing you to summarise things straight away - but it doesn’t enable you to ask the right questions in the first place.”
@stern_jerome @JSternCo
tinyurl.com/nbx9jua8
Next Monday 12 June,12.00 ET/17.00 GMT, @JSternCo CIO @ChrisRossbach will join Lauren Rublin and Ben Levisohn for a special edition of @barronsonline's Stocks to Watch, to discuss the markets, industry sectors, and individual stocks. You can register here tinyurl.com/ycxwk8k8