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INSIGHTS

'Fixed income' has become a catch-all term. It shouldn't be

Don't trust the label to tell you how the investment will perform when you are building your portfolio

June 2026

Globe & Mail

Article

3 minute read

Credit, Portfolio Construction

How much downside protection do you really have in your portfolio? Here's how to find out

Dive deep on whether your fixed income is protecting your portfolio

June 2026

Globe & Mail

Article

4 minute read

Credit, Portfolio Construction

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

Credit, Portfolio Construction, Mortgage

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

Mortgage

Maybe don't think of fixed income as fixed

Fixed income auto-pilot used to work

April 2026

Globe & Mail

Article

4 minute read

Credit, Mortgage, Portfolio Construction

2026 Credit Outlook

The portfolio management team describes their expectation for a bifurcated year in credit markets

January 2026

YTM Capital

Commentary

6 minute read

Credit

The most important number in your portfolio

Downside protection drives long term returns

January 2026

Globe & Mail

Article

4 minute read

Portfolio Construction, Credit

Q4 2025 Credit Review

Portfolio manager Daniel Child discusses the Credit Funds' performance and outlook

January 2026

YTM Capital

Fund Review

6 minute read

Credit

YTM Credit: 10 Years of Outperformance

Absolute returns through 10 years of absolute volatility

July 2025

YTM Capital

Fund Review

3 minute read

Credit, Portfolio Construction, Alt Investments

When choosing funds, make sure to prioritize these two things

Alpha and absolute returns improve your portfolio

September 2025

Globe & Mail

Article

4 minute read

Portfolio Construction

Best 10 Year Sharpe Ratio in Canada

We are honoured to recognize a decade-long achievement for our Credit team and investors.​

August 2025

YTM Capital

Fund Review

1 minute read

Credit

YTM Capital Liquid Alt Credit: 5 Outstanding Years

The numbers are compelling

July 2024

YTM Capital

Commentary

3 minute read

Credit

A fixed-income credit fund, without interest rate exposure, can buoy a portfolio

Diversify using both credit and interest rate exposure in your fixed income portfolio

July 2023

Canadian Family Offices

Article

4 minute read

Credit, Portfolio Construction

Is leverage risky?

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

November 2022

YTM Capital

Commentary

3 minute read

Credit

When expected returns became minimum acceptable returns

Pros focus on how an investment will improve portfolios

June 2026

Globe & Mail

Article

3 minute read

Credit, Mortgage, Portfolio Construction

Tired of the minimal returns of money-market funds? Here's a safe alternative

Are you giving up returns for too much protection?

May 2026

Globe & Mail

Article

4 minute read

Credit

Q1 2026 Credit Review

Portfolio manager Eddy Winiarz discusses the Credit Funds' performance and outlook

April 2026

YTM Capital

Fund Review

4 minute video

Credit

It's time to stop calling investments 'alternative'

Just because Alts are not traditional doesn't mean they should not be core

April 2026

Globe & Mail

Article

3 minute read

Alt Investments, Portfolio Construction

The bond-fund model built for a falling-rate world hasn't aged well

Institutional investors get more out of fixed income

February 2026

Globe & Mail

Article

4 minute read

Credit, Portfolio Construction

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

Mortgage

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

Mortgage, Portfolio Construction

Why a steepening yield curve suddenly matters to everyday investors

More duration means more interest rate risk

December 2025

Globe & Mail

Article

4 minute read

Credit, Portfolio Construction

Are small fund managers better?

This 3 part series concludes Yes!

August 2025

Globe & Mail

Article

10 minute read

Portfolio Construction, Alt Investments

It's nuts to think your current portfolio will hold up when the next downturn hits

How to add defence before you need it

October 2025

Globe & Mail

Article

3 minute read

Portfolio Construction, Credit

Tariffs Unpacked: Canadian Credit Market Analysis

Our take on the impact of Liberation Day on Canadian credit markets

April 2025

YTM Capital

Commentary

10 minute read

Credit

Why this fixed-income portfolio is bullish on corporate bonds

Daniel Child interviewed by the Globe & Mail

August 2023

Globe & Mail

Article

3 minute read

Credit, Mortgage, Alt Investments

Separating interest-rate and credit exposure

Credit and rates investing have distinct risk profiles

April 2023

Wealth Professional

Article

4 minute read

Credit, Portfolio Construction

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