Interest Rates, Yields, Spreads, Preferred Shares: A Financial Deep Dive

May 28, 2024
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by Nick Leach, CFA®, the portfolio manager responsible for the income-producing side of our clients' portfolios. Nick addresses the current interest rates landscape in Canada and the U.S., dissecting recent policy decisions and their global ramifications.

As they navigate through discussions on bond yields, yield curves, and market trends, listeners gain valuable insights into the intricate workings of financial markets. Nick also delves into the resurgence of preferred shares, highlighting market dynamics and opportunities in this asset class.

Interest Rates, Yields, Spreads, Preferred Shares: A Financial Deep Dive

by Nicholas Leach, CFA®

Recorded on May 14, 2024

This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.

All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Past performance is not a reliable indication of future performance.

Nicholas Leach, CFA®

Nicholas joined TriCert Investment Counsel in 2021 as Portfolio Manager. His responsibilities include portfolio management, construction, and maintenance. Additionally, Nicholas is responsible for firm wide corporate bond investment analysis, security selection, and trading.


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