Investment process
The strategy invests in a well-diversified portfolio composed primarily of Canadian federal, provincial, municipal, and corporate investment-grade bonds (credit rating equal to or higher than BBB) denominated in Canadian dollars.
The manager uses a top-down approach to optimize the portfolio’s positioning based on economic, sector, and issuer outlooks.
The first level of analysis, carried out on the economic outlook, aims to take advantage of interest rate movements through the implementation of strategies and tactics related to duration management and yield curve positioning. The two subsequent levels of analysis are based on sector and issuer outlooks, and aim to implement relative value strategies.
High current income and long-term appreciation
.svg){kind=small}
Quality fixed-income securities
.svg){kind=small}
