QV’s fixed income team unpack recent moves in bond yields and take a step back to focus on fundamentals amidst the turbulent market narratives.
When Stretched Balance Sheets Become Investment Opportunities
2024-08-21, Gennice Spanier
Some of our best credit opportunities arise when solid business fundamentals are met with temporarily stretched balance sheets.
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What are Credit Premiums Telling Us?
2024-03-27, Gennice Spanier
Investors have seen credit premiums contract in the North American corporate credit market, dipping below the long-term median & edging toward historical lows.
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Understanding Opportunities Within The Bank Capital Structure
2023-11-24, Gennice Spanier
Understanding the capital structure of Canadian Banks provides strategic insight for long-term investors in periods of market uncertainty.
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Deciphering Credit Quality
2023-06-09, Gennice Spanier
Given the rapid rise in interest rates, we break down credit quality into two core factors useful in evaluating fixed income opportunities.