A Total Portfolio Perspective
An efficient fixed income strategy should reduce the risk of the overall investment portfolio without sacrificing returns. As part of a balanced portfolio, fixed income can play an important role in reducing portfolio volatility and stabilizing the total portfolio in periods of equity stress.
The information is that of Greystone as of Oct 31, 2018 or earlier. As of Nov 1, 2018, Greystone now operates as TD Greystone Asset Management.