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INSIGHTS

DANIEL CHILD ON CREDIT IN THE GLOBE AND MAIL

There is a unique window of opportunity in Credit that stretches out for months.

OUR VIEW ON CREDIT IN THE SUMMER OF 2023

We are not letting FOMO dominate our investment process.

DANIEL CHILD ON BNN

Portfolio manager Daniel Child discusses the opportunity in Canadian credit. 

OUR 2022 OUTLOOK FOR CREDIT INVESTING

Public and private credit can protect from the dual threat of rising rates and inflation.

Evaluate Credit when you modernize your fixed income.

LET'S RENAME "FIXED INCOME"

Use credit to tap into the benefits previously delivered by fixed income.

CREDIT Q2/23 REVIEW AND OUTLOOK PRESENTATION

Portfolio manager Daniel Child discusses our long/short credit funds.

MORTGAGE Q2/23 REVIEW AND OUTLOOK 

Portfolio manager David Burbach discusses our Mortgage Income Fund.

KEVIN FOLEY ON SHEDDING INTEREST RATE RISK IN CANADIAN FAMILY OFFICES

How credit can buoy your portfolio in the 2nd half of 2023.

KEVIN FOLEY ON RISK MARKET REPRICING IN THE GLOBE AND MAIL

Today's market realities make Credit and Mortgage exposure even more appealing options.

GMR REPORT CARD ON YTM OUTPERFORMANCE

Global Manager Research provides compelling 3rd party perspective on our Credit and Mortgage Funds.

BREAKEVEN ANALYSIS POINTS TO CREDIT

Credit compares favourably to equities and bonds in the Summer of 2023.

CASH DISTRIBUTION SERIES AND CLASSES

We offer a tax efficient alternative for receiving monthly income.

IS LEVERAGE RISKY?

Not always.  YTM levered credit has consistently produced strong returns with low volatility. 

BIFURCATE YOUR FIXED INCOME EXPOSURE

Kevin Foley explores the important difference between rates and credit exposure.

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