The Economy, Bonds, Recession: How Should We Think About Fixed Income 9/17/2019

Presentation

Market volatility has returned as investors try to assess the state of various factors, including the economy, trade policy, and the Fed, to name a few.  Joline will discuss recent economic activity, how trade uncertainty exacerbates the economic outlook, the prospect of a recession, and the ways in which these factors affect the bond market.  In light of the current environment, she will provide new considerations to weigh in thinking about the fixed income portion of investment portfolios.

Joline Ortiz joined Riverview Trust Company in 2018 as a Senior Investment Officer.  She has over fifteen years of experience in investment management.  She manages client investment portfolios, contributes to the firm’s overall investment philosophy and leads the investment committee. Joline started her career at PIMCO, one of the largest institutional fixed income money managers.  She applied her early experiences in institutional money management to comprehensive wealth management for trusts, high net-worth individuals, and non-profits.  This has been the area in which she has been focused in the last eleven years, having worked at various local financial institutions in Oregon and Washington before joining the Riverview team.  Joline studied at the University of Southern California, where she earned her Bachelor of Science degree in Business Administration with an emphasis in Finance.  She is also a Chartered Financial Analyst (CFA) charterholder, which is a globally recognized professional designation for investment management professionals.