James K. Ho

Jim has over thirty years of investment management experience. He is a Managing Director and Principal of the firm. Prior to West Branch Capital, Jim was a fixed income Portfolio Manager at John Hancock Advisors. Previously, he managed the John Hancock Tax Exempt Income Trust. Prior to joining John Hancock Advisors, Jim was a Senior Investment Officer at The New England (MetLife), where he managed multiple bond portfolios, including taxable and tax exempt mutual funds and separate accounts. Jim holds an M.B.A. from Columbia University, New York, as well as an M.S. in Applied Math and B.S. in Applied Math and Economics from the State University of New York at Stony Brook. He is a Chartered Financial Analyst and a member of the Boston Society of Security Analysts.

bond market

Bond Market Update

Interest rates continued to march higher in the third quarter. In July the Federal Reserve raised the Fed Funds rate for the tenth time to a range of 5.25%-5.5%. The labor market remains firm with the unemployment rate to 3.8%. Although inflation has declined, it is still not near the Fed’s target of 2%. The …

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Bond Market Update

Interest rates resumed their uptrend in the second quarter after having declined earlier this year. The collapse of two large banks had given hope to investors that the Federal Reserve would refrain from further rate increases and even potentially lower rates. Fed officials feared their past rate increases, together with recent banking industry stresses, would …

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Bond Market first quarter 2023

Bond Market Update

Early in the year bond yields declined along with an improved stock market on hopes the Federal Reserve would slow its pace of rate increases. After raising rates at the fastest pace since the 1980s, inflation and economic growth appeared to have slowed. Investors interpreted the Fed’s .25% rate increase in February, down from as …

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Bond Market Update

The year 2022 saw interest rates increase across all maturities as inflation soared to levels not seen in several decades. What had been considered transient inflation due to supply chain constraints/bottlenecks turned out to be intransient. To rein in inflation, the Federal Reserve embarked on a series of interest rate increases beginning early in the …

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Bond Market Corner

The bond market continued to surprise investors during the fourth quarter. Despite investors’ fears of higher interest-rates, longer term bond yields have maintained their low levels. The 10-year US treasury reached a high of 1.66% during the quarter before declining to 1.52% as fears over the Omnicom variant stoked fears of slower growth. Although this …

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