Chris Bolton
Look What You Made Me Do (To Bond Yields) - Taylor’s Version
All else equal, focusing on higher yield-to-maturities and lower volatility should be a recipe to deliver better risk adjusted returns.
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James Nickerson
- May 24
- 10 min
Those Bear Necessities
Despite some negative market appeal, our view is that the economic picture is improving, getting better not worse.
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Chris Bolton
- Feb 2
- 3 min
Looking for Yield in All the Right Places
After a challenging 2022, fixed income investors have experienced a much stronger start to 2023. Year-to-date one of the most widely...
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James Nickerson
- Jan 11
- 4 min
The problem with Comparing GICs to Recent Market Returns
How does one compare Bond fund returns to a 5 year GIC return?
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Perron Team
- Dec 16, 2022
- 13 min
12 Themes for 2023
1. Attractive Risk Reward in Shorter Dated Investment Grade Fixed Income The Kipling Strategic Income Fund recently purchased several...
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James Nickerson
- Dec 7, 2022
- 7 min
An Arbitrary Grading of Our 12 Themes for 2022
One of our more popular reading materials for the 2021 year was our “12 Themes of 2022” piece that we published just prior to the Holiday...
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Derek VanGenderen
- Nov 29, 2022
- 2 min
Never Look Santa’s Gift (Horse) In the Mouth
Every gathering, regardless of whether it is with friends or strangers, the question always arises “Is now a good time to invest in the...
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Chris Bolton
- Sep 15, 2022
- 3 min
Kipling Strategic Income Fund
The Kipling Strategic Income Fund had a solid August 2022 relative to its benchmark. The M series of the fund generated a return of...
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