A Balanced Approach to Credit Risk and Duration

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  • 06 mins 05 secs
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.

Channel

iA Clarington Investments