Key Considerations for Bond Investors

September 11, 2023
Presentation slide titled Key Considerations for Bond Investors featuring a photo of Ross Bramwell, CFA, described as a Principal. The logo for Homrich Berg Wealth Management is displayed at the bottom.

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

A man in a blue suit and checkered tie smiles at the camera. The background is blurry, showing a window with an abstract view of a cityscape.

Ross Bramwell, CFA

Managing Director of Investment Communications, Shareholder

Ross joined HB Wealth in 2013. He has over 20 years of experience across the accounting, financial services, and investment industries. He currently serves as a member of the HB Investment Committee. He previously managed the firm’s real estate platform. In his current role, Ross takes the lead on client communications, investment messaging, and presentations that focus the firm’s perspective and outlook on the economy and markets. He often participates in client meetings to discuss investment allocations, the economy and markets, and private alternatives.

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The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.