Investor insights

Corporate bonds – are you missing an opportunity?

Market inefficiencies are amplified during periods of increased market volatility. This gives active managers the opportunity to exploit inconsistent pricing between individual issuers, industry sectors or even geographies, to construct attractive portfolios.

Attractive opportunities in investment grade private credit

Investment grade private credit is a capital efficient asset class that can offer investors the potential for excess returns, lower downgrades and defaults and provide a natural hedge for long-term liabilities.

Insurance Asset Management Update: Addressing our clients’ most pressing questions

We remain focused on helping insurers effectively manage risk, stay abreast of new developments and take advantage of opportunities arising from market dislocation and government programs.

Four current market opportunities and how investors might take advantage of them

Markets are stressed and many investors are, too. The good news is our team believes that extreme volatility can also present opportunities.

Bank of Canada moves quickly to bolster Canadian funding markets

Check out the Canadian market news update on the recent Bank of Canada announcement.

Getting the most from a corporate bond portfolio

Read Canadian Investment Review’s summary of SLC Management’s Plan Sponsor Exchange fireside chat on corporate bonds. We discuss the potential benefits of a global approach and dig deeper into how these investments can be swapped back to Canadian dollars to mitigate currency and yield curve risks.

Rebalancing and re-risking

Asset allocation decisions are complicated even in stable markets. Read our latest insights for some options pension plan sponsors can consider around rebalancing and re-risking portfolios in turbulent markets.

Rebalancing and re-risking in turbulent U.S. markets

For many plan sponsors, March proved to be a perfect storm of negative conditions as equity markets fell dramatically and interest rates hit record lows. While wider credit spreads provided some relief in terms of higher discount rates, many liability hedging portfolios that hold a broad spectrum of corporate bonds would have underperformed the higher quality liabilities.

Rebalancing and re-risking in turbulent Canadian markets

For many plan sponsors March proved to be a perfect storm of negative conditions, as equity markets fell dramatically and interest rates hit record lows. While widening credit spreads provide some relief in terms of higher discount rates, many liability hedging portfolios, holding the broad spectrum of bonds, may have underperformed liabilities valued under the annuity proxy.

A do-it-yourself Canadian corporate bond portfolio

Read Canadian Investment Review’s summary of SLC Management’s Investment Innovation Conference presentation on investment grade corporate bonds. The article looks at challenges in the Canadian corporate bond market and  opportunities outside Canada as investors build their own Canadian corporate bond portfolio.