Trust Matters
Welcome to the First American Trust media center. Our experts discuss topics ranging from estate planning to investment outlook. Be sure to look for upcoming events and register for live participation.

Tesla Got an $80 Billion Boost From Analyst Call. Not Everyone Buys It

By Trust Matters Editor on September 13, 2023
“Could Dojo or the full-self-driving technology it empowers be worth $500 billion? Sure, but the key there is ‘if’ it is actually successful,” Jerry Braakman, Chief Investment Officer at First American Trust, said in an interview. “We think that is a big ‘if,’ as replicating the human brain is really complicated.” First American holds about $4.4 ... Read More

Investments

Join First American Trust at ALTA ONE 2023!

By Trust Matters Editor on September 5, 2023
We’re looking forward to connecting with you at the 2023 ALTA ONE conference October 10-13 in Colorado Springs, CO. Read More

Investments

Broad Rally Pushes Stock Indexes Higher

By Trust Matters Editor on August 30, 2023
Jerry Braakman, President and Chief Investment Officer at First American Trust, shares his thoughts on the latest rise in S&P indexes and its influence on the economy. “If consumers are growing more cautious “then maybe the Fed can park out at these levels, as opposed to raising rates higher," said Jerry Braakman, chief investment officer at ... Read More

Investments

FA Trust | Market Review Q2 2023

By Trust Matters Editor on August 2, 2023
Following a solid start to the year in Q1, equities produced broad-based gains in Q2-2023, resulting in a very strong first half of 2023 performance for the asset class, particularly considering the environment. Stocks were surprisingly resilient in the face of March’s mini banking crisis, additional Federal Reserve rate increases and cautious ... Read More

Investments

Uber’s Stock Surge Raises Bar Ahead of Earnings: Tech Watch

By Trust Matters Editor on August 2, 2023
Scott Dudgeon, Director of Equity Research at First American Trust, was recently quoted in the Bloomberg News. Scott comments on Uber's stock performance saying [Investors need to see the firm] - keep the momentum going on the fundamental side (Bloomberg). The Bloomberg article discusses how compared to Lyft, Uber's shares are significantly ... Read More

Investments

Gold prices settle higher, extend gains after Fed decision to raise rates

By Trust Matters Editor on July 27, 2023
Jerry Braakman, President and Chief Investment Officer at First American Trust, discusses how the Fed’s decision to increase interest rates will impact the economy. Read more by about how the market is reacting in this article by MarketWatch. Read More

Investments

New Influences in the Financial Market - Executive Webinar with Christopher Schwarz

By Trust Matters Editor on July 18, 2023
UC Irvine Professor Christopher Schwarz, Ph.D. and First American Trust President and CIO Jerry Braakman engage in a wide-ranging discussion about what is shaping our financial world. Watch this video recording to learn more about the following topics: Read More

Investments

What’s Next for 2023? Jobs, Inflation, Manufacturing for July-Dec - (iHeartRadio Interview)

By Trust Matters Editor on July 13, 2023
President and Chief Investment Officer, Jerry Braakman, and Anchor and Business/Technology Analyst for KFI, iHeart Radio, Jason Middleton, discuss how interest rates are playing out with the Fed, Wall Street, and the overall investing market. Click below to listen to the full interview on KFI, iHeartRadio station. Read More

Investments

2-Year Treasury Yield Carves Out Another Three-Month High After Global Central Banks Hike Rates

By Trust Matters Editor on June 23, 2023
Powell’s comments this week “are indicative that the Fed wishes to continue the process to slow the inflation in the economy,” said Jerry Braakman, president and chief investment officer of First American Trust. “We believe that we have likely seen the last rate hike this cycle. On a significant majority of macro metrics, the economy is ... Read More

Investments

Market Review Q1 2023

By Trust Matters Editor on June 6, 2023
Global markets produced gains for the first quarter despite a turbulent March end. All three major market indices advanced with improving sentiment toward tech stocks, especially large-cap names, in the face of additional Federal Reserve tightening and a mini-financial panic prompted by the collapse of Silicon Valley Bank. Market volatility raced ... Read More

Investments

Decoupling Is the Ultimate Missed Expectation

By Trust Matters Editor on May 18, 2023
“There’s definitely a slowdown in that retail consumption,’’ said Jerry Braakman, chief investment officer of First American Trust. “But the consumer, in response to still a strong labor market, has been holding in there. Where the consumer goes, our GDP goes.” Read more about this week's emerging markets pulse survey from Bloomberg and reactions ... Read More

Investments

Why First American Trust’s Chief Investment Officer Sees No Quick End To Regional-Bank Turmoil

By Trust Matters Editor on May 2, 2023
‘Banks of all sizes have liquidity risk in a bank run scenario,’ said First American Trust’s Jerry Braakman “We do not think the turmoil is done running its course. As we saw from [this week’s] GDP release, overall economic activity is weakening, while the consumer is still resilient despite higher rates. Both housing and auto sales are dependent ... Read More

Investments