Q: Hi Peter and 5i Team,

Can you recommend a few ETFs that are focused on 20+ Treasury bonds, and also one that is focused on 7-10 year Treasury bonds?

Thanks for all the work that you do.

Q: I am looking to increase my fixed income percentage but this current market has me bamboozled. Major markets are basically even YTD despite Trump's tariffs still being on the books. There was a significant rally the other day because the US is “only” going to levy 30% tariffs and China will drop theirs to “only”20%! But while the markets go up, long term bonds continue to drop which I thought was a negative market indicator. So are things as mixed up and incoherent as I think? And with this background is now a good time to buy long bonds, short bonds or equal amounts of both?

Appreciate your insight.

Paul F.

Q: I am slowly working on reducing my exposure to the US$ given the recent commentary and negative sentiment. I am also questioning bond exposures given the Trump administrations decisions recently and hiccups it has been causing in the bond market. I have ensured the downside risk on long bonds and would like your take on the following:

1) If Trump causes crisis in the bond market which bond market and ETF would be least likely to be disrupted?

2) What is your take on the short and medium term risks to the bond market with Trumps economic non-strategy?

3) Is it a more reasoned decision to reduce bond exposures in favour of investing in shares of stable Canadian or European companies?

Thanks very much,

Dave