A Balanced Approach to Credit Risk and Duration
Fixed income has been printing outsized returns so far this year, but with the collapse of sovereign yields, longer-term return expectations should be more modest for investors seeking a smooth ride from their bond portfolios. In this video, portfolio manager Jeff Sujitno breaks down the current state of the markets and explains how he’s balancing credit risk and duration. He also walks us through the reasons why some investors are seeing attractive opportunities in negative-yielding bonds, and discusses his overall view of the direction of central bank activity in the U.S. and Canada.
Transparency in Emerging Markets
In Ivy Investments' Global Midyear Outlook, Dan Hanson of Ivy Investments shares his thoughts on the importance of transparency for emerging markets.
A Look Back at 2018, and Ahead to 2019
This past year was a challenging one for investors, but Clément Gignac believes opportunity lies on the other side of recent volatility. In this video, he looks back at why markets had a difficult year, and explains why he believes EAFE and emerging market equities appear poised for a strong 2019. He also identifies key risks he’ll be monitoring, and discusses why he believes a recession is unlikely in the U.S. next year.
Summer 2018 Currency Market Outlook
Dan Mitchell, RBC Global Asset Management Portfolio Manager, and Dagmara Fijalkowski, RBC Global Asset Management Head, Global Fixed Income & Currencies, discuss their outlook and strategies for global currencies. To explore the full GIO, visit rbcgam.com/gio