Investment analysis for yield and duration-focused investors
SAFI celebrates 2 years of disciplined, factor-driven fixed income investing with strong, consistent performance and robust risk management for clients.
The breadth of the investable universe is also an important consideration in global fixed income. As of 31 December 2025, the Bloomberg Global Aggregate Index is substantially larger than domestic...
Nova Scotia’s 2026/27 budget projects a $1.24B deficit, rising debt, no income tax changes, higher financial institution tax, and new levies on EVs and hybrids.
Immediate reactions in Latin American financial markets to the recent developments in Venezuela have been largely muted. Nevertheless, two potential consequences have come into focus: possible effe...
As investors reassess business model durability, capital intensity and long-term monetisation, market narratives have become more volatile and polarised.
While credit markets proved to be relatively resilient in the face of multiple geopolitical events, there is no guarantee that this will always be the case. So, how do we see credit markets against...
How should SWFs and Asset Owners rethink crypto assets in 2026? By Winston Ma, Partner of Dragon Global Family Office; Former MD, China Investment Corp (CIC)
Alberta Budget 2026: revenue dips, oil forecast lowered, $9.4B deficit, no tax rate changes, new levies on rentals/tourism, higher education tax, new caregiver credit.
With the invasion of Iran, geopolitics is once again dominating proceedings.
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