Recent Articles from this contributor
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…
U.S. 10-year Treasuries: Our thoughts on 3% yields
U.S. 10-year Treasures have reached four-year highs, and while 3% does bear some significance, what…
The Fed’s impact on inter-bank funding markets
Further Fed tightening is causing inter-bank funding markets to exhibit elevated levels of stress relative…