Family Office Management
What’s the impact of interest rate changes on family office portfolios?
Quick Answer:
They affect borrowing costs, bond values, and equity valuations simultaneously.
Learn More:
Rising interest rates reduce bond prices and can pressure equities, while benefiting cash and short-term assets. Family offices should rebalance duration risk and reassess leverage exposure accordingly. Findex visualises portfolio sensitivity to rate shifts, guiding informed strategic decisions.
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