A Playbook for Bond Investors
With rate cuts priced in, plus potential for stickier inflation, portfolio manager shares his fixed-income strategy.
By Adam Ditkofsky, CFA |May 17, 2024
7 min read
Adam Ditkofsky is a portfolio manager, global fixed income, focusing on Core and Core Plus fixed income mandates. Mr. Ditkofsky has more than 10 years of experience in fixed income and is responsible for portfolio management, trading and idea generation. In his previous position, Mr. Ditkofsky was a Senior Credit Analyst at CIBC Asset Management (CAM), covering both investment grade and high-yield companies across multiple sectors. Prior to joining CAM in 2008, he held the role of Credit Analyst at CIBC World Markets.
Mr. Ditkofsky holds an MBA degree from the University of Western Ontario, and a BCom degree from Concordia University. He is also a Chartered Investment Manager (CIM) and Chartered Financial Analyst (CFA) charterholder.
With rate cuts priced in, plus potential for stickier inflation, portfolio manager shares his fixed-income strategy.
By Adam Ditkofsky, CFA |May 17, 2024
7 min read
PM likes short-dated, high-quality bonds.
By Adam Ditkofsky, CFA |September 25, 2023
7 min read
However, rate cuts this year are far from a given, PM says.
By Adam Ditkofsky, CFA |May 29, 2023
6 min read
PM says bonds are more compelling than they've been in years.
By Adam Ditkofsky, CFA |September 19, 2022
4 min read
High-quality short-term bonds offer opportunities, PM says.
By Adam Ditkofsky, CFA |September 12, 2022
4 min read
Weakness has reflected reduced risk appetite and not a deterioration of fundamentals, PM says.
By Adam Ditkofsky, CFA |April 13, 2022
5 min read
The bond market is on recession watch.
By Adam Ditkofsky, CFA |March 30, 2022
5 min read
PM expects corporates will continue to outperform.
By Adam Ditkofsky, CFA |September 29, 2021
3 min read
Credit spreads could widen if further Covid-19 restrictions are imposed, PM says.
By Adam Ditkofsky, CFA |September 22, 2021
4 min read
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