Fixed income insights

Posted: Wednesday, September 19, 2018 - 20:38 EDT

Kon-Yu Lau and Imran Chaudhry, Senior Portfolio Managers for the Fixed Income team at FAM, sat down to provide their latest insights on their investment selection process and market outlook for the Canadian Fixed Income market, outlining a strategy that has worked successfully for 15+ years.

Imran Chaudhry Kon-Yu Lau
Imran Chaudhry, CFA, MBA
Vice-President & Senior Portfolio Manager, Fixed Income
Kon-Yu Lau, CFA, FRM
Vice-President & Senior Portfolio Manager, Fixed Income

Questions

  1. What differentiates Foresters Asset Management’s (FAM) fixed income process?
  2. Can you describe a typical day for FAM’s fixed income team?
  3. How do you add value if FAM remains duration neutral?
  4. What are your current thoughts on the fixed income market?
  5. Given the global uncertainty, do you see a move from equities to fixed income?
  6. Can you talk about FAM’s approach to Environmental, Social and Governance (ESG) investing?
  7. What are your views on Global High Yield spreads and a potential flight back to quality?
  8. Why would you think bonds are still a safe investment amidst rising rates?

Listen to the full recording here.