Insights

We review the implications of today’s ultra-low yield environment and the changing opportunity set in private markets.

Preferred shares, contrary to the other traditional fixed-income asset classes, are appealing for their upside potential in rising rate environments.

The Fed’s new stance on inflation

Environmental, Social and Governance (ESG) issues are taking a larger place in investor mindsets of late. As the Green Revolution takes hold, corporations’ roles in protecting our planet has driven their environmental practices to the forefront.

Following a stellar performance in 2019 with Canadian universe bonds returning almost 7%, at the beginning of the year we were hearing some legitimate concerns that bonds might have lost their appeal — after all, yields were at historic lows, credit spreads were tight, and the North American economy was showing no signs of slowing down.