Uncovering Fixed Income Opportunities for Family Offices

As a broad number of economic statistics turn to the red, and the impacts of last year’s interest rate hikes appear, the risk of a recession in the U.S. is increasing. In fact, here at WE Family Offices, we believe a downturn could occur as early as the end of this year. Amidst this backdrop, WE Family Offices Managing Partner Michael Zeuner sat down with Director of Macro Investment Strategy Sam Sudame, CFA, CAIA, CFP for a special conversation that explores the new opportunities this macro environment has created for the fixed income and bond markets.

Some of the topics Zeuner and Sudame specifically address include:

• How the macro investment climate could impact client portfolios
• Why there are current opportunities in the fixed income market
• The offensive and defensive ways to invest in fixed income
• What an inverted yield curve is and why it should impact investors’ thinking
• How investors can spread risk factors across their portfolios
• What a potential debt default could mean for investing in fixed income securities

As always, if you have any questions about fixed income or anything else discussed during this podcast, please do not hesitate to contact us.

This episode was originally recorded in April 2023.

Important Information:

This podcast contains our current opinions and commentary that are subject to change without notice. Our commentary is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information contained herein does not constitute legal or tax advice to any person. Please consult with your tax advisor regarding any taxation implications of the information presented in this presentation.

Private market and certain fixed income investments are very risky and should only be incorporated in a portfolio after a careful assessment of the private investment’s offering materials and other information in consultation with your investment, tax, and legal advisors. Private market and certain fixed income investments are often less liquid than traditional investments and among the primary risks are long term illiquidity, lack of transparency, lack of control of the investment vehicle and investment decisions, and in the worst case, the total loss of your investment.

Certain statements contained herein may constitute “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may”, “will”, “should”, “expect”, “anticipate”, “target”, “project”, “estimate”, “intend”, “continue” or “believe” or the negatives thereof or other variation thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions.