Fixed Income

2022 Review, 2023 Preview

February 2023

2022 was a tempestuous year for what is supposed to be a stable asset class as fixed income had the worst year on record. Why did this happen? Will the Federal Reserve be able to transition from the tightening phase to the pause phase of the monetary policy cycle soon? How has the investment team navigated the volatility in fixed income? What is the strategic positioning for fixed income going forward?

 

Investment Team analyst, Ben Viemeister, CFA touches on these questions in this 9 minute video (click below to watch).

Meet Ben Viemeister, CFA

Ben joined Osborne Partners as an analyst in 2015 after seven years in Michigan at a multi-family office. Ben chose Osborne over other opportunities based on Osborne's investment philosophy, use of individual securities instead of external managers, positive team culture, and diverse analytical responsibilities. A Virginia native, Ben enjoys sports, hiking, playing soccer, and keeping up with his baby girl.

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