Cielinski joining firm on 1 November
Four key areas of investment focus
Mike Count, senior fund manager at Canada Life Investments, asks if the strong run in corporate credit can continue and outlines the investment case for insurance bonds, which have been left behind in this rally.
After several years of extraordinary central bank intervention intended to provide monetary stimulus to ailing global economies, we are finally transitioning from quantitative easing (QE) to quantitative exit.
This year has seen a continuation in 2016's trend for corporate credit. The European Central Bank (ECB) purchase programme under its quantitative easing policy has pushed corporate credit spreads tighter, starting with high-quality corporate issuers,...