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Decades of disciplined investing distilled into timely insights for institutional and sophisticated investors.
In this episode of The Fundamentals Podcast, Trevor Boose, CFA, Senior Institutional Portfolio Manager, sits down with Marc-André Gaudreau, CFA, Vice President, Senior Portfolio Manager, and Head of Fixed Income at Jarislowsky Fraser to discuss the shifting landscape of bond and credit markets. Marc-André reflects on the adjustment from years of near-zero rates, the impact of competing central bank priorities, and how policy shifts, fiscal pressures, and market volatility are having an effect across the curve. He highlights why flexible, benchmark-agnostic strategies are increasingly valuable for managing volatility and capturing opportunities. His key message: fixed income is more compelling today than it has been in years for investors able to stay nimble and selective.
The Fundamentals Podcast
Decades of disciplined investing distilled into timely insights for institutional and sophisticated investors.
