Art Of Boring

Portfolio Manager Crista Caughlin walks listeners through the tumultuous bond market experiences of 2022 and outlines three main economic scenarios the team is monitoring for 2023.   Highlights: Are reports of the 60/40 portfolio’s death greatly exaggerated? 2022 recap: What happened in bond markets? How can the yield curve un-invert? Key takeaways from researching Canadian household debt levels Adjustments to the portfolio: What changes have we made?