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Bond | The bond market has an eventful, volatile quarter

May 2, 2023

“We currently have a longer duration in our portfolio versus its benchmark because we expect further economic deceleration in the coming months.” — Alexandre Morin, iAGAM

 

Key Takeaways:

  • Bond yields are very volatile amid ongoing hawkish comments from central bankers.
  • Regional banks may be the first victims of the rapid rate increases.
  • We favour a longer duration and an overweight in quality credit vis-à-vis the benchmark.

Read the full article

 

 

 

Alexandre Morin, CFA
Senior Director, Portfolio Manager, Fixed Income, iAGAM

 

"iAGAM" is a tradename under which iA Global Asset Management Inc. and Industrial Alliance Investment Management Inc. operate.

 

Topic : Portfolio Managers

Written by iAGAM

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