Regulators started allowing the notes to qualify as Tier 1 capital for life insurers earlier this year
Consider liquidity and security before shifting portfolios too far in favour of equities
Lorica Investment Counsel is a specialty bond manager focused on the Canadian market
Junk beats investment-grade as fixed-income investors accept equities-like risk
CI Financial has also announced it is acquiring full ownership of Lawrence Park Asset Management
Fixed income managers expect spreads to remain rangebound over the next 12 months
High duration risk in bonds is just one reason investors are buying up equities
New report makes the case for bonds despite rocky economy
New offerings include U.S.-dollar versions of fixed income pools and bond funds with “expanded sources of alpha”
Investors could consider reworking the traditional 60-40 portfolio