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Episodes
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Episode 03: What’s next in public fixed income
In the latest episode of our Checking In, Looking Ahead podcast series, we discuss the outlook for investment grade (IG) and non-IG public fixed income, as well as for Canadian investors diversifying into the U.S. market, collateralized loan obligations (CLOs) and other securitized investments.
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Episode 02: Outlook for the private credit spectrum
In a year of trade uncertainty, persistent rate concerns and investors broadening their search for risk-adjusted yield, what’s the bigger picture for private credit? We discuss the outlook for investment grade (IG) and non-IG private credit, plus real estate debt, in the latest episode of our Checking In, Looking Ahead podcast series.
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Episode 01: Global uncertainties persist in 2025
In a year already marked by tariff uncertainty, market volatility and macro-level changes, what’s next for the rest of 2025? In our newest podcast series, Checking In, Looking Ahead, our investment team provides insights and outlook on what’s to come.
Our weekly market update
This week, Dec Mullarkey, Managing Director, Investment Strategy and Asset Allocation, discusses U.S. affordability concerns amid the government’s reopening.