Central bank policies and their effect on economic activity and growth is continually creating dislocations in credit markets. Our research team highlights how we are opportunistically acquiring high-quality bonds in less understood areas of the financials sector and realizing profits through highly active tactical management.

In response to the unprecedented speed of rate hikes and tumbling bond valuations, many investors have turned to GICs for their attractive yields and capital preservation. However, with inflation moderating, we believe investors should consider looking beyond GICs and pivot back to bonds, particularly Active Credit, which can offer higher yields, capital preservation, and portfolio diversification.