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January 16, 2023 By Page and Associates

Bailing on Bonds?

2022 was the worst year for bond investors since 1990, the last time interest rates spiked significantly in a short period of time. Many investors may be tempted to sell their bond fund holdings after such a bad year, but that would likely not be prudent. The below article from TD Investment Management notes that yields on bond portfolios have risen as central bank and GIC rates have increased, so bond investors are now earning close to 5% interest compared with the 1-2% they would have expected a year ago, and will recover last year’s losses as the bonds in their fund return to their Par value as they get closer to maturity. Bonds or GICs continue to play an important defensive role in a well-diversified portfolio, offsetting the higher volatility of stocks and other equities.

Click here to read: Bailing on Bonds? Why now is not the time

Filed Under: Investments, Markets Tagged With: bond, interest rate, investment, portfolio, return

April 26, 2022 By Page and Associates

Edgepoint Commentary

Portfolio managers believe investors should be excited that the market is on sale – why doesn’t the media position it this way? Investors who have a medium time horizon will likely look back on this period as a buying opportunity. “Many investors will see declines in fixed income portfolios and allow their fear of loss to force them to sell their holdings. We want to buy from them.”

Read more:
https://www.edgepointwealth.com/article/earning-our-wings-1st-quarter-2022/

Filed Under: Investments Tagged With: bond, comment, invest, investment, market

May 6, 2021 By Page and Associates

Portfolio Benchmarks to 2021 Apr 30

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Investments Tagged With: benchmark, bond, index, invest, portfolio, return, stock

April 21, 2021 By Page and Associates

Investment Market Commentary 2021 Q1

News Article

Comments from our Investment Committee on recent developments in stock and bond markets, macro-economic indicators, fiscal and monetary policy developments and expected impacts on investment markets.

Click to view the commentary and graphs.

Filed Under: Investments Tagged With: bond, comment, fiscal, investment, market, monetary, portfolio, stock

April 14, 2021 By Page and Associates

Interest Rate Commentary 2021 Mar 31

What a roller-coaster ride for bond investors this past year, and the first quarter of 2021 delivered an unsettling bump! Graphs compare the yield on the US Generic Government 10 Year bond with the yield on the comparable 2 year bond over the past 5 years. The arrival of COVID-19 in early 2020 saw bond yields plunge as investors sought safe havens, with both yields touching historic lows, but the 10-year yield has now recovered by over 1% and GIC rates followed suit, with a 5-year term now offering 2%.

Click to view the commentary and graphs.

Filed Under: Investments Tagged With: bond, GIC, interest rate, investment, portfolio, rate, yield

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