Section
Preferred Shares
9 posts
What is Alternative Fixed Income, and Why Does It Matter Now?
by Sandy Liang, Head of Fixed Income, Lead Portfolio Manager, Purpose Investments For decades, the fixed income playbook…
July 2, 2026
Power, Property, and Preferreds
by Sandy Liang, CFA, Head of Fixed Income, Purpose Investment Partners As we move through the second half…
August 15, 2025
Canadian Preferred Equity: The Best-Kept Secret in Fixed Income for High-Quality, High Income
by Sandy Liang, CFA, Head of Fixed Income, Purpose Investment Partners In a market starved for income, where…
May 13, 2025
Alfred Lee: Do Passive Strategies Still Make Sense for Fixed Income?
Alfred Lee, Portfolio Manager and Investment Strategist, BMO ETFs takes on the notion of whether it makes sense…
August 21, 2018
Sandy Liang: What are some of your credit market investments?
Our conversation with Sandy Liang, PM, Purpose Investments, on investing in corporate debt continues. A big part…
August 20, 2018
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Sandy Liang: Maximizing Return in a Rising Rate Environment
Sandy Liang, portfolio manager, Purpose Investments, talks about the nature of his investment strategy given the rising…
August 17, 2018
Alfred Lee: Do Passive Strategies Still Make Sense for Fixed Income?
Alfred Lee, Portfolio Manager and Investment Strategist, BMO ETFs takes on the notion of whether it makes sense…
July 12, 2018
Are Index Funds the Best Way to Own Preferred Stocks?
by David Allison, CFA, CIPM, CFA Institute Investors could have held just about any hodgepodge of preferred stocks…
November 16, 2016
Rates fell, so why did Canadian preferreds lose 20%?
Rates fell, so why did Canadian preferreds lose 20%? by Corey Hoffstein, Newfound Research Summary Duration is a…
November 17, 2015