Bonds Are Back? How to Position Fixed Income in 2025 (Canada)

Book a call with me here: https://calendly.com/s-francescut-ipc...

When markets get noisy, most investors react to headlines. Smart investors refocus on what they can control — starting with asset allocation and the quality of fixed income they hold.

In this video, I sit down with portfolio manager Faisal Ahamed (VPI Corporate Bond Pool) to unpack what’s happening in credit spreads, why high yield looks expensive relative to history, and how a quality bias with strong covenants and liquidity can protect retirement income. We break down real examples (AAA vs BBB spreads, first-lien secured notes, convertibles) and why careful credit research matters when spreads are tight.

If you’re planning for retirement income in Canada — or want a calmer, more predictable portfolio — you’ll see how to position bonds for stability, liquidity, and risk-adjusted returns, without reaching for yield.

If you find this helpful, like, comment, and subscribe for more Canadian retirement strategy videos.

Want a second opinion on your fixed-income or overall portfolio positioning? Book a discovery call using the link above and we’ll walk through your portfolio and income needs together.



#fixedincome #bonds #canadianbonds #assetallocation #retirementincome #creditspreads #highyield #investmentgrade #volatility #wealthpreservation #riskmanagement #diversification #taxefficientincome #inflation #interestrates #duration #liquidity #incomeinvesting #retirementplanning #portfolio