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Episodes
Wednesday Aug 28, 2024
Wednesday Aug 28, 2024
On this episode, Portfolio Manager Sri Tella discusses the outlook for bond markets in the second half of 2024. He anticipates gradual rate cuts, with the Federal Reserve focusing on employment and inflation, while keeping options open for more aggressive cuts if needed. Sri highlights its diversification benefits of fixed income saying it has stability against a high market volatility environment. He talks about how historically; fixed income has shown an asymmetric return profile at market cycle inflection points. Sri also discusses the outlook for rate cuts in Canada. He says he expects the cuts to continue, though much of this is already priced into the market. He touches on the current positioning within defensive sectors, noting a shift towards higher quality within the corporate space, explaining how provincial bonds are favored for their lower volatility and better liquidity.
Recorded on August 23, 2024.
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