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.
Dynamic Funds in Toronto Launches 4th Liquid Alternative Offering
Dynamic Funds in Toronto just launched a 4th liquid alternative offering: the Dynamic Credit Absolute Return II Fund. The new fund invests in North American credit, taking long and short positions.
Quick Takes: Why Core Bond Indexes Are Riskier Now
Scott Mather, CIO U.S. Core Strategies, discusses why core bond indexes are riskier today and cautions passive investors that they may not be getting compensated for new risks.
Should the Fed Cut Rates?
Scott Minerd, Chairman of Investments and Global CIO from Guggenheim Partners discusses his position on whether or not the Fed should cut Fund Rates.
Munis Stuck in a Pre-2008 World?
AllianceBernstein's Daryl Clements ponders the question: why would you manage a bond portfolio today in a post-2008 world as you did in a pre-2008 world?
Supersecular Disruptor: Climate Change
PIMCO’s Joachim Fels highlights the firm’s 2019 Secular Outlook: the longer-term view on the global economy and markets, and its implications for investors.
Secular Outlook 2019: Implications for Investors
What can investors expect over the next three to five years? Dan Ivascyn, Group CIO, and Joachim Fels, Global Economic Advisor, discuss economic and market conditions and what investors should consider over the secular horizon.
How Insurance Companies Use ETFs
Insurers continue to look to ETFs to serve a broad range of functions. Vanguard’s Kelly Sweppenhiser discusses how insurers used ETFs within their general accounts portfolios in 2018.
An Outcome-Focused Approach to Global Growth
The outlook for global growth is improving, and one sign of this trend is the uptick in business investment. In this video, portfolio manager Agam Sharma identifies the types of companies that stand to benefit from these capital expenditures and how IA Clarington Global Multi-Asset Fund is positioned to participate in this earnings growth opportunity. He also identifies attractive areas within emerging market equities and some of the less-traveled areas within fixed income that offer potential for strong risk-adjusted income streams.
Opportunities in Equities and High-Yield Bonds
The markets have had a great start to the year, and the conditions for continued positive momentum are beginning to take shape. In this video, Dan Bastasic explains why he expects the U.S. equity market to return 12–14% for 2019, and why the high-yield bond market is likely the best place for fixed-income investors to find yield this year. He also offers his thoughts on the Canadian equity market and discusses his outlook for corporate earnings.
Volatility Has a Silver Lining
To take advantage of increasing market volatility, investors need to be patient, defensive and flexible. Group CIO Dan Ivascyn explains.
Quick Takes - Are Fears of Higher Rates Overdone?
Rates are rising, but the benefits of investing in core bonds remain. PIMCO portfolio manager David Braun explains why rates may be peaking, why higher rates may mean higher return potential, and how core bonds may reduce portfolio volatility.