Wealth Professional: Why it’s time for a different approach to fixed income

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Wealth Professional talks to Pender PM Geoff Castle about his unique approach to fixed income with dynamic rebalancing and more. 

“The modern struggles associated with Canadian fixed income investments can be summed with one damning conclusion: in the current environment, most investors don’t even expect decent returns from the fixed income portion of their portfolios.

Despite the negativity, opportunities do remain in the fixed income space. However, they may require advisors to rethink their fixed income strategies. ‎Portfolio manager at PenderFund Capital Management Geoff Castle believes that using the traditional ‘bond ladder’ structure has been one factor holding back fixed income portfolios. He thinks that dynamic rebalancing is better suited to the current market.” 

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