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A Case Study On: Avenue’s Bond Portfolio Holdings

In a rising interest rate environment there are times like the last nine months when it seems like nothing is happening. We have had a few questions from clients about why we own bonds at all. We believe it is helpful to lay out Avenue’s bond portfolio, so you can see all the individual bonds and you can better understand the return profile of the entire portfolio.

Q3 2018 Letter

The last three months have seen the continuing trend of gradually rising interest rates in both Canada and the US. In this quarter’s letter we will elaborate on Avenue’s bond portfolio strategy where the majority of our investments are in shorter maturity Canadian corporate bonds.

A guide to money management Who should handle your nest egg?

Our firm was featured in The Globe & Mail this week as one of recommended choices for potential financial planning choices.