Key Considerations for Bond Investors

September 11, 2023
Key Considerations For Bond Investors

In this video, we discuss some key considerations for bond investors to remember in today’s rising rate environment. This includes commentary on the information you typically see on a custodial statement or your online view, discussing last year’s unprecedented negative performance to put it in context for evaluating longer-term performance, and current opportunities that may be present in active management and why diversification still matters in bond portfolios.

If you have further questions about the video, please reach out to a member of your client service team, call us at 404.264.1400, or visit www.homrichberg.com..

Watch here: https://youtu.be/EPYAFs2jwkA?si=V_nTrWi1cBUnYHJk

Avatar photo

Ross Bramwell, CFA

Principal

Ross joined Homrich Berg in 2013. He has 20 years of experience across the accounting, financial services, and investment industries. Currently, he serves as a member of the Homrich Berg Investment Committee and manages the firm’s real estate platform. Ross leads the due diligence efforts within real estate which covers commercial real estate, such as multifamily, office, industrial, retail, among others, as well as residential. He also takes the lead on client communications and presentations that focus on the economy and markets. He often participates in client meetings to discuss investment allocations, the markets, and private alternatives.

Read Full Bio