HeyJaredKevin Foley
- Indexed articles, last 90 days
- 6
- Latest publication
- Sep 25, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
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- Jul 9, 2026
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Fixed income doesn’t need to be all about interest rate risk (opens the original)
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It is a seemingly natural human trait to cheer for the underdog. So, after a week where fixed income portfolios were clearly the underdog, let me offer up encouragement. But with some important caveats. An allocation to fixed income is unlikely to be your biggest return driver over time, although it will be in certain years and eras, and it deserves a nod for its crucial role in enabling the risk taking that drives return in the balance of the portfolio. Accomplishing that requires more than def
When the ‘known knowns’ become a mirage (opens the original)
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Former U.S. Defence Secretary Donald Rumsfeld described “known knowns” as the things we believe we know with certainty. Markets develop them too. Perhaps it’s what we remember with confidence, especially more recently, that is the single biggest risk to most portfolios. The late Canadian music icon Gord Downie said something similar: “It would seem to me I remember every single darn thing I know.” (Although he didn’t use the word “darn.”) Markets don’t just change portfolio valuations. They can
What Salvador Dalí and fixed income investing have in common (opens the original)
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At the International Surrealist Exhibition on July 1, 1936, in Mayfair, London, a packed crowd awaits Salvador Dalí’s entrance. Salvador Dalí (SAL-vuh-dor dah-LEE) has a lecture planned. They are alerted by clunky, too-slow footsteps, but they can’t quite be sure it is Dalí who has entered, since he’s clad in a full deep-sea diving suit, including a metal helmet enclosing his head. The artist slowly creaks toward his spot on the stage with a billiard cue in one hand, and the leash for two distin
Bonds simply aren’t working anymore. It’s time for a rethink (opens the original)
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Remember when your parents did stuff for your own good? Santa, the tooth fairy and the Easter bunny for example. The markets, people writing investment theory, and the advisers have done largely the same thing. They told you that the interest rate risk in bonds is roughly “the other half” of a well-constructed portfolio. Interest rate exposure serves a purpose, sure - as did those fun and convenient childhood myths. But you’re an adult now, and it’s time to set the record straight. Interest rate
This is how the pros go about actually making money from bonds (opens the original)
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Kevin Foley is Managing Director, Institutional Accounts at YTM Capital, a Canadian asset manager specializing in credit and mortgage funds. He spent two decades trading and managing fixed income at a major Canadian bank and serves on several Canadian foundation boards and investment committees. Kevin.Foley@YTMCapital.com The total return of Canada’s broad bond index, including the interest income it pays, is still below its August 2020 peak. Seventy-one months later, investors who owned it then
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For Theglobeandmail, the outlet · Measured Aug 1, 2026
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