Episode 26 – Quarterly Fixed Income Update
October 10, 2019

Episode 26 – Quarterly Fixed Income Update

Sarah Wildman is joined by Geoff Castle for the Pender Quarterly Fixed Income Update Podcast.

Subtitle: Never a dull moment in the bond market.

Sarah Wildman is joined by Geoff Castle for the Pender Quarterly Fixed Income Update Podcast. They discuss negative interest rates, rate reset preferred shares, current contributors to the Pender Corporate Bond Fund and the potential occurrence of another economic recession.

Key Takeaways

[01:00] Geoff gives his take on the current low to negative interest rate environment.
[08:36] Sarah asks Geoff about the contributing factors to the Fund’s recent performance.
[14:35] Geoff reviews the Fund’s weighting in rate reset preferred shares.
[15:21] The discussion turns to developments in some of the existing names in the portfolio.
[21:10] Sarah asks Geoff for details on some of the new names added to the portfolio.
[25:39] Geoff expands on one of the company’s that Pender has invested in, both in equity and credit.
[31:25] Sarah and Geoff close the conversation with a chat about Geoff’s current book recommendation.