Recent Articles from this contributor
The Lessons of Value Investing for Credit Investors
Most investors will be familiar with value as an equity strategy, but perhaps fewer understand how important it can be to achieving successful credit exposures.
Rethinking the Preference for Preferred Shares
Investors should expect a reduction in the size of Canada’s “pref” market in the coming years.
Credit Takes the Lead
Why corporate bond markets are on the upswing despite prospects of greater defaults and bankruptcies ahead.
Fighting Back with Sustainable Bonds
ESG considerations remain top of mind with fixed income investors as they join the battle to combat COVID-19.
Making Sense of Credit Market Volatility
Andy Kochar, AGF’s Head of Global Credit, explains the performance of corporate bonds during the COVID-19 crisis and the importance of central bank liquidity in the current credit environment.
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.