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INSIGHTS

When expected returns became minimum acceptable returns

Pros focus on how an investment will improve portfolios

June 2026

Globe & Mail

Article

3 minute read

Q1 2026 Mortgage Review

Portfolio manager David Burbach discusses the Mortgage Fund's performance and outlook

April 2026

YTM Capital

Fund Review

2.5 minute video

Q4 2025 Mortgage Review

Portfolio manager David Burbach discusses the Mortgage Fund's performance and outlook

January 2026

YTM Capital

Fund Review

3 minute video

Why this fixed-income portfolio manager is bullish on corporate bonds

Daniel Child interviewed by the Globe & Mail

August 2023

Globe & Mail

Article

3 minute read

Don't be scared off by the credit market. It belongs in every portfolio

Consider credit for lots of reasons, including hedging interest rate risk

May 2026

Globe & Mail

Article

4 minute read

Maybe don't think of fixed income as fixed

Fixed income auto-pilot used to work

April 2026

Globe & Mail

Article

4 minute read

Why mortgage funds aren't real estate and why that matters

Lending secured by real estate is inherently safer than real estate equity investing

January 2026

Globe & Mail

Article

3 minute read

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