Related Strategy & Insights
In this report, we highlight our fixed income positioning strategies for the second quarter ended March 31, 2023 (calendar year).
This report highlights our fixed income positioning strategies for the first quarter beginning January 1, 2023 (calendar year).
All prices, returns and portfolio weights are as of market close on March 31, 2023, unless otherwise indicated.
All prices, returns and portfolio weights are as of market close on December 31, 2022, unless otherwise indicated.
All prices, returns and portfolio weights are as of market close on September 30, 2022, unless otherwise indicated.
Related Trade Ideas & Podcasts
The artificial intelligence boom is here. But will it soon bust? On today’s episode, portfolio managers Matt Montemurro, Chris Heakes and your host, Mckenzie Box, analyze Big Tech’s growth prospects. They also discuss the tentative U.S. debt ceiling deal, the overheating economy and international equities.
Canadian CPI came in above expectations for April, prompting speculation about an end to the Bank of Canada’s pause on rate hikes. On today’s episode, portfolio managers Chris McHaney, Om Karmalkar and your host, Mckenzie Box, explore what this could mean for markets. They also discuss low-volatility strategies, the U.S. debt ceiling standoff, and what recent corporate earnings can tell us about the state of the global economy.
U.S. inflation eases to 4.9% in April, its lowest rate in two years. On today’s special episode, portfolio managers Matt Montemurro, Vishal Bhatia and your host Mckenzie Box explore whether this data will influence the Fed’s potential pause. They also discuss gold’s recent rally, when we could see yield curve normalization and Big Oil’s profits.
Recent market events have taken investors on a walk down memory lane, as elements of the banking crisis look eerily similar to the challenges faced in the ‘80s and ‘90s. Where will regulators’ approaches lead? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which analyze the central banks’ rate decisions, inflation’s trajectory, a shift in factor leadership, and portfolio construction across asset classes.
2022 was a challenging time in the markets, which had investors riding the waves of uncertainty. As we enter the new year, are inflation and interest rates trending in the right direction? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the 2023 market outlook, central banks, gold, key risks, and portfolio construction across various asset classes.
After a volatile start to the year, headline risk stemming from the Russian invasion of Ukraine and COVID-19 takes a backseat to sticky inflation. As a result, investors are faced with a potential economic slowdown unlike any seen before. How should they prepare? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including current views on inflation’s trajectory, portfolio construction across various asset classes, real yields, structural supply issues, and strategies for protecting against falling equities.
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