Recent Articles from this contributor
A Guide to Central Bank Liquidity (And Why it Matters)
The U.S. Federal Reserve (Fed) has taken appropriate steps as the ‘lender of last resort’ to mitigate the risk of a credit crisis and additional measures are likely as long as the COVID-19 pandemic continues to impact capital markets.
Be Ready to Buy the High-Yield Dip, Not Sell the Rally
The U.S. high yield market is fundamentally sound and supported by improving supply and demand dynamics.
ESG and fixed income: Beyond green bonds
Integrating environmental, social and governance (ESG) factors into fixed income is growing. Yet, investors need…
Why dividend investors should consider high yield debt too
High yield bonds can play an important role in protecting portfolios across a full market cycle of ups and downs.
Rate hikes: Is the cycle over?
The U.S. Federal Reserve and markets are at odds regarding the future direction of interest rates. Something has to give.
Are we headed for a recession in 2019-2020?
Not all recessions are created equally. In fact, if history tells us anything, it’s that…
The hawk has landed: BoC’s Poloz raises rates in the wake of trade and LNG deals
AGF’s Andy Kochar gives his perspective on the BoC’s hawkish moves in the wake of the USMCA resolution and the government’s approval of LNG. And let’s not forget last week’s unexpected GDP numbers in the U.S. Andy explains the impact on markets.
Our thoughts on Turkey
2018 continues to be a year of politically-induced uncertainty. Andy Kochar explains how recent turmoil…
Populist resurgence – key questions for capital markets
Populist political risk has re-emerged in Europe. The Italian sovereign bond market has been in…