We break down the key drivers behind the recent rise in long U.S. Treasury yields and explain what these developments mean for both stocks and bonds.
What are Yields Telling Us?
2025-06-05, Gennice Spanier
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.
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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.