Generating Interest for Fixed Income

0:00: Intro 1:06:The role of fixed income in portfolios through history 7:49: Why we keep bond duration short 9:53: The attractiveness of fixed income today 13:22: Outlook for Canadian preferred shares 16:18: The under-performance of dividend paying stocks 19:56: Why we sold TD Bank 23:26: Why we sold the Canadian telecoms 27:02: Dividend sectors/names where we're seeing value today With Barry on vacation, Ernest and David Baskin chat about the role of fixed income in a higher rate environment including bonds, preferred shares, and our outlook for dividend-paying stocks.