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…
Power, Property, and Preferreds
by Sandy Liang, CFA, Head of Fixed Income, Purpose Investment Partners As we move through the second half…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
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…
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…
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…
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…
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…
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…
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…