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If Your Capital Market Assumptions Have Changed, Why Hasn’t Your Portfolio?

September 9, 2021 | 14m 52s

Mike Lynds, Managing Director, Head of Retail Business and Robert Wilson, CFA, Head of Portfolio Construction Consultation Service at Picton Mahoney Asset Management join us to discuss how changing capital market assumptions are creating misalignment between investors’ goals and the strategic asset allocation of their investment portfolios. Given the low interest rate environment, many investors have been seeking thoughtful ways to reduce their allocation to core bonds. Robert explains the tradeoffs involved with this decision and how investors can design portfolios with the potential for improved outcomes by thinking alternatively and taking a total portfolio approach to “fixing” fixed income.

Topics

Bonds

Credit

People

Mike Lynds

Robert Wilson

The information and opinions included on this website have been provided by Picton Mahoney Asset Management (“PMAM”) as a general source of information, is subject to change without notification and should not be construed as investment advice. Statements concerning financial market trends are based on market conditions current at the time the statements were made, which will fluctuate. The information and opinions provided should not be relied upon for any investment decision and not research, a forecast, recommendation, solicitation or offering of any security in any jurisdiction. The investments and strategies discussed on this website may not be suitable for all investors and are not obligations of PMAM or guaranteed by PMAM. PMAM makes no representations that the contents are appropriate for use in all locations, or that the transactions, securities, products, instruments, or services discussed on this website are available or appropriate for use by all investors or counterparties. Information provided herein has been obtained from sources believed reliable, however, the accuracy and/or completeness of the information is not guaranteed by PMAM, nor does PMAM assume any responsibility or liability for this information whatsoever.

Past performance is not a guarantee, nor a reliable indicator , of future performance. All investments involve risk and may lose value. There is no guarantee that a hedging strategy will be effective or achieve its intended effect. The use of derivatives or short selling carries several risks which may restrict a strategy in realizing profits, limiting its losses or, which cause a strategy to realize or magnify losses. There may be additional costs and expenses associated with the use of derivatives and short selling in a hedging strategy. For a complete description of the risks associated with a particular fund, please refer to the fund’s prospectus. Information and opinions provided on this website are of a general nature and are not tailored to any individual’s specific circumstances. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.

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If Your Capital Market Assumptions Have Changed, Why Hasn’t Your Portfolio?

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To earn accreditation and a CE Credit for this video you must complete the accompanying quiz.

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