Investing in Bonds: The New Yield Opportunity | Portfolio Manager Views Podcast episode artwork

EPISODE · Sep 10, 2026 · 25 MIN

Investing in Bonds: The New Yield Opportunity | Portfolio Manager Views Podcast

from TDAM Talks · host Benjamin Chim, Sayada Nabi

After a period of rising rates and market volatility, investors are asking whether the opportunity in fixed income has changed. In this episode, we explore: Why bond yields are higher today How investors can use corporate vs. government vs. target maturity bonds in a portfolio Where investors can find attractive risk-adjusted returns If today's yield environment persists, what could that mean for investors in the years ahead? Join Benjamin Chim, Managing Director, Head of Credit, TD Asset Management Inc. (TDAM) and Sayada Nabi, Associate, Client Portfolio Management, TDAM as they discuss the changing fixed income landscape, the opportunities created by higher yields, and how investors can use different types of bonds to build portfolios in today's market. Highlights include:2:03  Why did stocks and bonds both fall in 2022?  Stocks and bonds both fell because rapid interest rate hikes pushed bond prices lower and increased concerns about economic growth.7:31 Why do bonds look more attractive today?  Bonds offer higher starting yields today, providing investors with greater income and return potential than in 2022.11:38 How can higher yields improve fixed income returns?  Higher yields can provide more income, help offset market volatility, and create opportunities for capital gains if rates decline.14:16 How do corporate, government, and target maturity bonds compare? Government bonds focus on stability, corporate bonds offer additional yield, and target maturity bond ETFs combine diversification with a defined maturity date.19:56 What are the benefits of a bond ladder?  A bond ladder can balance income, liquidity, and reinvestment risk by spreading investments across different maturity dates.  For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: [email protected] follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Fixed income is back in focus, but the investment landscape looks very different than it did just a few years ago. Join Benjamin Chim and Sayada Nabi as they discuss what higher yields mean for investors, where they're seeing opportunities across fixed income markets, and how different bond strategies can help investors align their portfolios with their goals.

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Investing in Bonds: The New Yield Opportunity | Portfolio Manager Views Podcast

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