Fixed income is a key part of any balanced portfolio aiming to reduce volatility in the overall portfolio while still contributing to total return. Listen to Geoff speak about what could pose a challenge to investors in the upcoming year. In this interview, he explains the mechanics of the core plus fixed income component and how it provides downside protection during rising yields.
In recent months there has been a shift from value investing to growth investing due to an artificially low interest rate environment. Mel cautions that while we cannot predict the future, value tends to outperform in the long term. He also discusses the volume of information that investors have access to through traditional and new media and explains Sionna’s approach to reducing the noise.
In our interview with Peter this quarter, he reminds investors that possible short term noise surrounding upcoming interest rate rises should not overshadow a muted long term impact on dividend paying stocks.
Despite the slow-growing economy and a flattening yield curve, Tim notes that a potential North American recession is not coming. The Fed is concerned about inflation levels, he adds, and their gradual and cautious pace of interest rate increases may lead to some “bubbly” areas within the market.
Confidence around the world has improved a lot, notes Tim. If this optimism turns into actual growth, he adds, the markets may likely see further growth. In this quarter’s interview, Tim discusses the positioning strategy for the mandates and explains why Mount Lucas is investing in the international and emerging markets and what this means for their portfolios.
Investor optimism has shifted market performance such that the strength we saw in value stocks last year has since subsided. The markets are generally more expensive today and it is harder to find attractive names, explains Mel.
Since the election of Donald Trump as President of the U.S., the performance of the market has surprised observers. This is primarily because investors appear to be ignoring the risks and rewarding the potential positives.
In this audiocast, Tim Rudderow discusses the market’s surprising response to the recent U.S. election, and its potential effects on the Global Trend strategy. He also discusses the possible effects of protectionist policies in the U.S. and the potential consequences on international trade deals. He also touches on the consequences of, upward pressure on inflation and its effect on commodities. Finally, Tim gives his perspective on the recent sell-off on bonds.
Tim Rudderow discusses potential impacts of the U.S. election regardless of the outcome. He also talks about changes to the Global Trend model over the past quarter, and how the global oil situation has become the “battle for equilibrium”.
Britain’s vote to exit the European Union (Brexit) caused some volatility in the markets as the quarter drew to a close. We talked to Teresa Lee about her thoughts on the situation and what it means for investors.
In spite of some price volatility over the past few months, there are still sectors of the market where Sionna is uncovering value. This quarter, Teresa discusses why they believe there are opportunities to be found in the Energy and Financial sectors.
As Europe and Japan introduce negative interest rates to help lift their economies, what is the likelihood of negative interest rates for Canada? Ryan shares his perspective on the subject and discusses the short and long-term prospects of rates in Canada
The Energy sector has witnessed sharp price declines, but is the sector now presenting a value trap for investors? Teresa Lee shares her thoughts on the sector and discusses why they believe there still are opportunities within the sector.