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2020 for Canadian Small Caps
Sophie Mayrand, Senior Vice President and Capability Specialist, Equity, provides us with an update of the Canadian small cap market and some stock stories.
Favouring high credit quality within high yield
Jane-Marie Rocca, Portfolio Manager, Fixed Income talks about high yield bonds and why she favours higher credit quality issuers within the asset class in the current market environment.
Amit Gupta
Amit Gupta serves as Chief Executive Officer and Chief Investment Officer of Fiera Asia Credit and Head of U.S. Real Estate Debt. As the strategy leader, Amit has responsibility for the overall management of the Asia Credit Investment business as well as the U.S. Real Estate Debt team. He is based in Boston and spends […]
Exploring Non-Traditional Income – Are private markets the solution for modern income challenges?
We review the implications of today’s ultra-low yield environment and the changing opportunity set in private markets.
Active and Strategic Fixed Income Team – Strategy Update
Jean-Guy Mérette, Vice President and Portfolio Manager, Active and Strategic Fixed Income Team, talks about his results for the first half of 2020 and his positioning and outlook for the remaining of the year.
Market Update from the Global Asset Allocation team – September 2020
The fastest bear-market recovery in history showed little sign of wavering in August. Investor optimism remained
buoyant on signs of progress in developing a vaccine to quell the pandemic, which helped to instill confidence in a swift
global economic revival.
Limited Recourse Capital Notes: a present for preferred share investors
Preferred shares, contrary to the other traditional fixed-income asset classes, are appealing for their upside potential in rising rate environments.
Jackson Hole – The Fed’s new stance on inflation
The Fed’s new stance on inflation
Annual Jackson Hole Economic Policy Symposium
Jason Carvalho, Senior Vice President and Capability Specialist, Fixed Income, talks about the highly anticipated Jackson Hole Symposium, which took place on August 27th and 28th.
Information Technology Update
Nicholas Smart, Vice President and Portfolio Manager, Canadian Equities, provides us with an update of the IT sector and explains the impact of technology on their portfolio companies