*** This seminar has been postponed. We’ll announce the new event date later this year. In the meantime, feel free to contact OV Capital with your questions about Investing in a Rising Interest Rate Environment. ***
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Investing in a Rising Interest Rate Environment
The Federal Reserve is putting an end to the easy money policy known as “Quantitative Easing,” and, as a result, many investors are trying to predict when the Fed might start increasing interest rates. However, rising interest rates are already upon us: The most recent bond-market drawdown began in July 2012, when bonds had a starting yield of 2.1%. With the historic average yield of Long Term Government Bonds around 5.2%, we still have a long way to go.
Bonds tend to perform poorly in rising-interest-rate environments, and the longer the maturity, the lower the performance. Expectations of rising interest rates do not bode well for bonds in the near future.
Despite these expectations, and negative bond performance in 2013 to boot, many investors continue to put new money into bond funds. Many more have turned to higher risk instruments in search of better yields. The result for these investors may be significantly riskier portfolios and a potentially substantial loss of principal.
Brian Bourdon and Steve Memery of OV Capital will offer a detailed discussion of how to invest in a rising interest rate environment. This presentation will provide details about the types of investments that will help or hinder portfolio growth in the time ahead.
About Your Presenters
Steve Memery is Chief Investment Officer and Co-founder of OV Capital. A resident of Old Town. Alexandria Steve was born in Washington DC and is a native Virginian. He studied Architecture at the prestigious School of Architecture + Design at Virginia Tech before moving on to Business. He has more than 20 years of experience in the Finance Industry and has received the designations of Chartered Portfolio Manager ™, Chartered Market Analyst ™, and was named a Fellow of the American Academy of Financial Management® in 2013. He was the author of the monthly “On the Money” column for the former Arlington/Alexandria news magazine “The Zebra” and is co-host of the weekly financial radio program Money@Work heard on AM 1260 WRC and iHeartRadio.
Brian Bourdon is Partner and Co-Founder of OV Capital. A native of Michigan, Brian attended Grand Valley State before coming to Virginia. Named a “Top Financial Professional for 2014” by Northern Virginia Magazine, Brian has over 15 years in the Investment Industry and has appeared on the Rick Malone WMAL Radio program “The Wise Investor.” Brian received the Accredited Investment Fiduciary designation in 1997. He is co-host of the Money@Work radio show heard on AM 1260 WRC and iHeartRadio.
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