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Ben Viemeister, CFA

Investment Analyst |

Ben is an Investment Analyst with over 15 years of experience and is in his 10th year with Osborne Partners. Ben is a member of the Osborne Partners Investment Management Team, and is responsible for research coverage in all asset classes. Prior to Osborne Partners, he was the Portfolio Strategist at The Connable Office, a multi-family office. As Portfolio Strategist, he analyzed investments in multiple asset classes and managed the analyst team. Ben is a member of CFA Society San Francisco and CFA Institute. Ben graduated summa cum laude from Lynchburg College with a B.A. in Economics and is a CFA Charterholder.

Publications by Ben Viemeister, CFA

January 15, 2025 | Global Equities, Investment Commentary

The Artificial Intelligence Era
Artificial intelligence (AI) was a 2024 leadership theme across asset classes. Whether it was data centers in real estate, energy assets powering data centers in natural resources, semiconductor companies fueling […]

April 1, 2024 | Investment Commentary

Stray and Pray
From the October 2023 lows through the first quarter of 2024, global equities are up over 25%, some specific industries are up over 50%, and many artificial intelligence-related assets are […]

July 14, 2023 | Real Estate

All Doom and Gloom?
Risks and opportunities in commercial real estate. Empty buildings overgrown with weeds. Zombies walking halls. The media has recently evoked this imagery when discussing commercial real estate (CRE). There are […]

October 23, 2022 | Economics

The Fog of War
Perspective amid a volatile year as the Fed battles inflation.    Fog often envelopes the Bay Area. At times, it is very dense, limiting visibility and raising uncertainty for travelers. […]

January 16, 2022 | Economics

Mid-Cycle: Keep Calm and Carry On
What might monetary tightening bring for markets? Markets have navigated the recovery phase of the economic cycle supported by monetary and fiscal authorities who have injected record levels of liquidity […]

April 14, 2021 | Economics

Let’s Get Fiscal
The equity market is not the only thing hitting an all-time high. US federal debt held by the public ended 2020 at $21 trillion, up from $9 trillion at the […]

March 9, 2021 | Natural Resources

Responsibly Investing in the Energy Transition
The world is wisely transitioning from reliance on fossil fuels for energy to more renewable sources. Transitions often present investment opportunity. And we believe the energy transition will prove no […]

October 16, 2020 | Economics

Early Cycle: Disconnects and Volatility
In this article we examine the interplay of markets, the economy, and volatility. Layoffs. Bankruptcies. Vacancies. Despite persistent negative economic news, financial markets have rallied. This disconnect can cause confusion. […]

January 15, 2020 | Global Equities

FOMO – Battling Biases in 2020 and Beyond
As 2020 begins, the year may change, but human nature does not. Humans evolve and refine their thinking, yet common cognitive biases remain. This is especially true when markets are […]

August 16, 2019 | Articles, Economics

OPCM’s Thoughts on Yield Curve Inversion
In life and in economic cycles, there are key milestones. A key one for the economy was hit August 14, 2019: The 10-year U.S. Treasury yield was less than 2-year […]
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