Q4 2018 update: Changing climate

Due to a plethora of economic and political uncertainties our strategy in Q4 2018 proved to be diligent and our focus in Q1 2019 will continue to be on a more defensive positioning. December was particularly volatile given the market’s reaction to the US Federal Reserve’s fourth interest rate hike of the year and there seems to be no end to spread oscillations (and further widenings) across all sectors given Brexit, ongoing trade tensions between the US and China and slower global growth.

David Arnaud

David Arnaud

Senior Fund Manager, Fixed Income

Kshitij Sinha

Kshitij Sinha

Fund Manager, Fixed Income

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Brexit: Deal or No Deal

As 2018 winds down, we are faced with the fact that Brexit and the cloudy uncertainties it poses on UK businesses and investors continues to drag on. Although it is difficult to predict what will happen given the range of outcomes and indeed the range of forecasts on the impacts of those outcomes, we at Canada Life Investments in London feel it is important to communicate a brief analysis of it as we move into 2019.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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Q4 2018 outlook: a sensible correction

Sensible

Markets took a downward turn in October as the impact of the global monetary tightening cycle, excessive valuations within some asset classes, political uncertainty and issues across emerging market currencies turned sentiment sour. However, we believe this was a sensible correction, not the first leg down in a long-term bear market.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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The risks of going passive in fixed income

The growth of passive investing is widely discussed by equity market investors, but less so in fixed income. This is because there are a number of differences between equity and bond indices that need to be taken into consideration when analysing the active versus passive debate, which we believe supports the case for active management.

Michael Count

Michael Count

Senior Fund Manager, Fixed Income

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LF Canlife Sterling Liquidity: One Year On

The LF Canlife Sterling Liquidity Fund is designed to provide institutional investors with a high degree of capital security and daily liquidity via a conservative, but flexible approach to cash and fixed income investing. Launched in July last year and AAAf/S1 rated by Fitch, we believe the Fund offers diversification versus bank deposits combined with high levels of liquidity and credit quality.

Steve Matthews

Steve Matthews

Fund Manager, Liquidity

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