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

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

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

The Tail Wagging the Panda

Fixed Income
Jan 16, 2020

Since the beginning of the trade war between the United States and China, we’ve seen a rising correlation between U.S. Treasury yields and the Chinese Yuan.

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

MuniciPolitics

Fixed Income
Dec 19, 2019

There’s an old saying in the bond world: “supply creates demand.” This is exactly what happened in 2019 for Quebec municipal bonds.

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