The Institutional Beat

Our Chief Economist, Eric Lascelles, provides helpful context on the function of tariffs and composition of Canadian exports, and specific insights on how various outcomes could affect Canadian investors.

In this episode, Jeff Roberts sits with Andrzej Skiba to discuss the impact of the recent U.S. election results on global fixed income markets. Andrzej shares his perspectives on how global fixed income markets have reacted, and what he expects in terms of risks and opportunities in the months ahead.

Haley Hopwood and Dan Mitchell discuss the current currency landscape with a focus on the Canadian dollar, examining near-term factors influencing the currency and offering insights into its long-term fair value.

In our second PH&N Institutional podcast, Haley Hopwood, Institutional Portfolio Manager, sits down with Anna Temple, Portfolio Manager on the PH&N Fixed Income team, to discuss ESG analysis and integration as it relates to corporate credit investing.

In our inaugural podcast, Haley Hopwood, Institutional Portfolio Manager of PH&N Institutional, addresses the ongoing volatility in bond yields and their medium-term outlook for interest rates with senior members of the PH&N Fixed Income Team, Kristian Sawkins and Matt Dubras.