Conference call replay with PineBridge Investments

Recorded December 6, 2017

Conventional approaches to fixed income are no match for today’s challenging low-yield environment. To meet their goals, investors need fresh, innovative strategies and a willingness to go beyond traditional sources of yield.

On December 6, 2017 Michael Kelly and Steven Oh, co-lead portfolio managers for IA Clarington Global Bond Fund held a conference call discussing:

  • Why they believe high-quality collateralized loan obligations (CLOs), a poorly understood investment vehicle, are one of the most attractive income options available today
  • Where they’re seeking pockets of opportunity in a global fixed-income market that is two-thirds overvalued
  • Why central bank monetary policy normalization and balance sheet reduction could widen the gap between winners and losers, and how this can create opportunity for unconstrained, active managers

Date recorded: Wednesday, December 6
Encore dial-in details: (855) 859-2056 or (800) 585-8367
Conference ID: 5099837

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Dealer use only. The information provided herein does not constitute financial, tax or legal advice. Statements by the portfolio manager represent their professional opinion, do not necessarily reflect the views of iA Clarington, and should not be relied upon for any other purpose. Information presented should not be considered a recommendation to buy or sell a particular security. Specific securities discussed are for illustrative purposes only. iA Clarington does not undertake any obligation to update the information provided herein. Mutual funds may purchase and sell securities at any time and securities held by a fund may increase or decrease in value. Past investment performance of a mutual fund or individual security may not be repeated. Statements that pertain to the future represent the portfolio manager's current view regarding future events. Actual future events may differ.