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How can you outperform traditional fixed income in a rising rate environment?

Quinn Waddington - Oct 13, 2017
Last year, investing was like being the proverbial duck in the pond. On the surface, everything may have seemed calm, as a post-election rally on Wall Street pushed stock indexes to record highs. But beneath it all was plenty of rough paddling.

Last year, investing was like being the proverbial duck in the pond. On the surface, everything may have seemed calm, as a post-election rally on Wall Street pushed stock indexes to record highs. But beneath it all was plenty of rough paddling. August 2017 has been a tough month for stocks, with investor jitters dragging the S&P down almost 1%, and two sharp drops mixed in. However, the opposite can be said for credit flows, which continue to indicate that any stock price drops should remain brief and that there are even more buybacks on the horizon designed to boost shareholder returns.

 

Looking for a bond alternative for a conservative investor’s portfolio?

 

CC&L Enhanced Incomeis a unique alternative for Canadian income investors seeking attractive yield and capital preservation. The mandate provides access to specialty investment teams and multiple income generating asset classes: HY bonds, dividend paying equities & REITs and universe bonds with a corporate focus. A timely investment as the mandate has the potential to outperform traditional fixed income in a rising rate environment without taking on equity-like risk.

 

To learn more about CC&L’s portfolio management team and if their solution is suitable for you,contact me today.

 

Investing in CC&L Enhanced Income may not be suitable for all investors, as there are different types of risks involved with this investment strategy. Even if suitable to your level of risk tolerance, CC&L Enhanced Income may not be appropriate for your portfolio, depending on what other investments you hold.