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Fixed Income Insights
Research in Action: Banks cash in on rising rates
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Portfolio Manager and Research Analyst John Jordan says rising interest rates, large capital reserves, and secular tailwinds are helping to bolster the financials sector despite an uncertain economic outlook.
Fixed Income Insights
US core fixed income: Better positioned going into 2023?
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Greg Wilensky, Head of U.S. Fixed Income, discusses his 2023 investment outlook, including the opportunities and risks he sees in U.S. core fixed income as we head into the new year.
Fixed Income Insights
Global Perspectives: Mortgage-Backed Securities – Has the Baby Gone Out with the Bathwater?
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In the latest episode of our Global Perspectives podcast series, Portfolio Manager Nick Childs and Securitized Products Analyst Tom Polus discuss the reasons why they believe mortgage-backed securities have been sold off disproportionately, and if that might be a good thing going forward.
Fixed Income Insights
Positioning for Higher Yields
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With higher government bond yields looking increasingly likely, Head of U.S. Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.
Advisor Value & Fees
The Value of a Financial Professional
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There have been many studies conducted about the benefits and costs of professional financial advice. Most of the research has focused on portfolio performance and return generation. But are investors who receive professional guidance also more likely to feel confident about making important financial decisions than those who go it alone?
Fixed Income Insights
The Shape of Credit
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In this Q&A, Portfolio Managers Jason England, Nick Maroutsos and Dan Siluk discuss the factors shaping credit markets, from central bank support to potential resilience from financials.
Key Takeaways
- Corporate earnings and cash flows are under strain, but while defaults are likely to increase, they should continue to be largely contained to sub-investment-grade issuers.
- Massive and proactive central bank support measures have injected confidence into markets, but this does not preclude sporadic bouts of future volatility and warrants a selective approach.
- We believe more resilient opportunities are likely to be found in higher-quality, shorter-dated investment-grade issues and continue to favor financial sector bonds and corporates with defensive attributes.