Fixed Income Market Sees Reversal Amid Economic Data and Policy Expectations

The fixed income market experienced a reversal in fortunes during the fourth quarter of 2024. Better-than-expected economic data, a slower decline in inflation, and high expectations about the incoming Trump administration’s policies drove bond yields higher.

Healthcare’s Challenges Present Significant Opportunities for Investors

Healthcare has been a broadly disappointing sector for investors in recent years. Unsurprisingly, many of the largest and longest-lasting impacts of the COVID-19 pandemic have been concentrated in the industry, from nurse and physician shortages, to unpredictable utilization of healthcare services, to a volatile biotech and life sciences funding environment.

Fed Rate Cuts Signals a New Economic Landscape

The third quarter marked a seminal pivot point for the financial markets, as the Fed officially concluded its tightening cycle that began in 2022 by cutting interest rates.

Will AI take my job?

The most common question we receive about artificial intelligence is unrelated to investments: “Will A.I. take my job?” Given Hollywood’s tendency to cast an AI future in a negative light (think Terminator, I, Robot, The Matrix, and Wargames), it is not surprising that our collective thoughts trend toward pessimism.

Market Dynamics Shift: Small Caps Regain Leadership as the Fed Cuts Rates Aggressively

The oft-treacherous summer months could not dampen investors’ spirits in the third quarter of 2024. All major indices advanced—closing at or near record highs—propelled by continued impressive corporate earnings and a larger-than-previously-expected interest rate cut by the Fed.

Jordan Winter

Jordan Winter joined Riverbridge Partners in 2024. As a business analyst, he is responsible for supporting a variety of functions across the firm, primarily within the Relationship Management Team. Jordan gained experience in private equity, family office, equity research, accounting, and tax prior to joining Riverbridge. While attending the University of Minnesota, he was an […]

Mason Bartosh

Mason Bartosh joined Riverbridge Partners in 2024. As an operations analyst, Mason is responsible for supporting a variety of operations functions across the firm, with a focus on performance. Prior to joining Riverbridge, Mason worked at Charles Schwab in specialty trading operations. In his free time, Mason enjoys staying active, playing sports including soccer, hockey, […]

Jon Deyoung

Jon Deyoung joined Riverbridge Partners in 2024. As an operations analyst, Jon is responsible for supporting a variety of operations functions across the firm. Prior to joining Riverbridge, he worked at Cargill in various portfolio, fund administration, and operations roles. Outside of work, Jon enjoys anything outside; fishing, golfing, snowboarding, and traveling. Jon attended the […]

David Krueger

David Krueger joined Riverbridge Partners in 2024. As a Senior Information Security Engineer, David manages IT Security for Riverbridge. This includes the design and installation of security systems that support the security policies of Riverbridge. Prior to joining Riverbridge, David worked in Cyber Security in the insurance industry. Outside of work, David is the chef […]

Long-Term Investing in a Shifting Landscape

The second quarter of 2024 provided the clearest signals yet that the Fed’s interest rate hiking cycle is having its intended effect. Consumer demand downshifted, housing slowed, and corporate loan defaults increased.