April 2018

Fixed income in focus

Paul Marcogliese's picture
We have seen a substantial change in Canada’s interest rate landscape beginning in 2017 and continuing into 2018. During this period, the following developments occurred: The Bank of Canada raised the overnight lending rate to 1.0% from 0.5%; Canadian 2-year bond yields moved from 0.75% to 1.7%; and Canadian 10-year bond yields moved from 1.75% to 2%.

Steady management in volatile times

Robert Swanson's picture
For a brief update on the Cambridge Asset Allocation Fund, please view our latest video. It covers the tactical nature of the fund as well as portfolio positioning in the context of current market volatility. As the Cambridge team has often stated, we focus on downside protection. We also err on the side of caution, especially as many investors have begun chasing returns within riskier areas of the market, such as digital coins and marijuana stocks.