Topics Include:
Mid-Year Asset Class Stoplight – How has Osborne Partners’ asset-class positioning changed since the October 2022 lows?
All Doom and Gloom? – Risks and opportunities in commercial real estate.
Fixed Income and Credit: The Fed Goes Marching On – The bond market settled down even as the Fed continues its fight against inflation.
Effective Strategies to Protect Your Finances in a Growing Age of Scams and Fraud – As financial scams become more sophisticated and believable, it is increasingly important to educate yourself and protect your finances.
Disclosure: The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC ("OPCM") as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.
