Insights

The Debt Canary

Fixed Income
Feb 19, 2020

Coal miners used to carry canaries down into the jobsite – the birds were used as indicators that deadly gases were in the atmosphere. If the canary died, the miners fled to the surface.

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Jean-Guy Mérette
Vice President and Portfolio Manager Active and Strategic Fixed Income Team

Fear vs Fundamentals: Redux

Markets
Feb 19, 2020

Recapping the market’s reaction to fourth quarter earnings season and the Coronavirus outbreak.

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Super Bond LIV

Fixed Income
Feb 7, 2020

It’s important to have a strong defensive aspect in any game. Just ask the San Francisco 49ers, whose defense ranked second in the league this year. It’s also critical to find ways to play defense in your portfolio.

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Jean-Guy Mérette
Vice President and Portfolio Manager Active and Strategic Fixed Income Team

Market Update – February 2020

Markets
Feb 6, 2020

Just as one source of investor angst faded at the beginning of 2020, another intensified. After simmering trade tensions fueled a blockbuster start to the year, sentiment took a turn for the worse after the outbreak of the Wuhan coronavirus threatened to derail an already-fragile global growth backdrop.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

Go Long with Provis

Fixed Income
Jan 30, 2020

In a normal yield environment, long-term bonds come with a higher yield than shorter bonds, allowing owners to roll down the yield curve.

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Jean-Guy Mérette
Vice President and Portfolio Manager Active and Strategic Fixed Income Team