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
- Tweets288
- Following614
- Followers658
- Likes73
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
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
"The Berkshire Hathaway annual meeting is often called the Woodstock of capitalism. I think it is more the Lollapalooza of long-term investing."@ChrisRossbach Portfolio Manager on the @JSternCo World Stars Global Equity Fund reflects on his visit to Omaha bit.ly/3pIJ1YC
"AI may be able to analyse reams of past data, but it cannot make judgments about the future. That's where we as fund managers earn our crust, based on years of investment experience and knowledge."
@ChrisRossbach, @JSternCo World Stars Global Equity Fund
bit.ly/42FE2Xo