Saturday, August 9, 2025

Why passive bond investing falls short, and what advisers can do about it

This document has been prepared by Scotia Global Asset Management and is provided for information purposes only.

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Views expressed regarding a particular investment, economy, industry or market sector should not be considered an indication of trading intent of any of the mutual funds managed by Scotia Global Asset Management. These views are not to be relied upon as investment advice nor should they be considered a recommendation to buy or sell. These views are subject to change at any time based upon markets and other conditions, and we disclaim any responsibility to update such views.

Information contained in this document, including information relating to interest rates, market conditions, tax rules, and other investment factors are subject to change without notice and Scotia Global Asset Management is not responsible to update this information. Nothing in this document is or should be relied upon as a promise or representation as to the future.

To the extent this document contains information or data obtained from third party sources, it is believed to be accurate and reliable as of the date of publication, but Scotia Global Asset Management. does not guarantee its accuracy or reliability.

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