Market Update Videos

The Paradigm Shift and the Case for Credit

Webinar Replay

February 2023

The Paradigm Shift and the Case for Credit

On February 14th, 2023, Liam O’Sullivan, Principal & Co-Head of Client Portfolio Management, moderated a discussion with William (Bill) Moriarty, Senior Advisor at RPIA, where they reviewed the ever-changing macro-economic environment and its impact on fixed income going forward. They discussed the attractiveness of corporate bonds relative to equities, government bonds, GICs, and private debt, and provided suggestions for potential adjustments to institutional portfolios. Bill shared his breadth of knowledge gained from his 30+ years of industry experience.

Are We There Yet? Exploring the Opportunity in Bonds

Webinar Replay

November 2022

Are we there yet? exploring the opportunity in bonds

On Thursday, November 17, 2022, in a discussion moderated by Ann Glazier Rothwell, Mike Quinn discussed the dramatic move in rates and what is unfolding in fixed income markets. He also reviewed how RPIA is thinking about opportunities and risks in this market environment and what it means for your portfolio. There was a time for Q&A at the end of the discussion where live attendees were able to ask Mike their questions.

Using a Great Defense for a Better Offense

Q3 2022 Market Update

October 2022

By employing our dynamic hedging strategies, we believe that we’ve been able to provide our investors with the capital preservation they expect from an active manager, without sacrificing the upside. In this video, David Galica reviews the 3 Cs of employing a dynamic hedging strategy.

Creating a More Resilient Bond Portfolio

RP Alternative Global Bond Fund 3YR Anniversary Video

August 2022

Matthew Hunter, Director, Client Portfolio Management, speaking in the video

With RP Alternative Global Bond Fund reaching its 3-year anniversary in July, we reflect on its track record of offering investors the ability to help create a more resilient fixed income portfolio.

Market Update with Richard Pilosof & Alex Evis

Webinar Replay

June 2022

Richard Pilosof, Alex Evis, and Kripa Kapadia in the RPIA boardroom speaking on a webinar

On Wednesday, June 22nd, 2022, Richard Pilosof, Chief Executive Officer, and Alex Evis, Chief Risk Officer, provided an update on the uncertainty we are seeing in the markets recently. They covered the uncertain macroeconomic backdrop and its implications on asset prices, recent activity and potential risks throughout broad bond markets, and an update on opportunities in credit markets.

How CIOs Are Responding to the Current Market

Institutional Perspectives - Q1 2022

April 2022

Many institutional investors have had to re-think their approach to fixed income in this challenging environment. Our Institutional Perspectives recording shares three possible solutions.

Weathering the Storm

Notes from the trading desk

March 2022

Alex Evis, Chief Risk Officer, summarizes the current market conditions in the context of the crisis in Europe, and how we are managing risk and positioning our portfolios to preserve investors' capital during this storm.

Rates, Inflation & Strategy Positioning

Notes from the trading desk

February 2022

Peter Metcalfe and Liam O'Sullivan talking at a boardroom table with colourful artwork in the background

Peter Metcalfe, Head of High Yield, summarizes the number or rate hikes baked into bond markets and provides examples of areas where we are seeing opportunities in this environment.

An Update On High Yield

Notes from the trading desk

February 2022

Peter Metcalfe, Head of High Yield, summarizes the number or rate hikes baked into bond markets and provides examples of areas where we are seeing opportunities in high yield in this environment.