 |
The Wealth ExchangeAuthor: Nicola Wealth
The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Credit Opportunities Explained: Leverage, Risk & Returns
Thursday, 13 August, 2026
What if you could enhance returns from fixed income without taking on traditional interest-rate exposure? And what role does leverage play in both the opportunity and the risk? Host Jasmine Marichic, Wealth Advisor | Client Relationship Manager, sits down with Ben Jang, Portfolio Manager | Head of Fixed Income, to unpack the Nicola Credit Opportunities Fund and the thinking behind its approach to return-seeking fixed income. You'll hear: • Why this strategy is not a cash alternative or traditional bond replacement • How shorting, or selling borrowed, government bonds can provide a different approach to leverage • How credit spreads, rather than interest-rate movements, drive much of the return opportunity • Why periods of market stress and widening credit spreads can create both risks and opportunities • How the fund manages leverage, volatility, drawdowns, and recovery periods • How the strategy can complement traditional bonds, mortgages, private debt, and cash If you're thinking about the role fixed income plays in your portfolio, and whether there are ways to seek additional returns while managing interest-rate exposure, this episode is for you. It offers a closer look at an alternative approach to credit investing, including the risks investors need to understand.
