Q: For a conservative investor with a 50/50 portfolio (seeking a 4% yield), what percentage of Fixed Income would you place in short and medium term US corporate Bonds? US PCE is stuck at 3%, while Canadian inflation is almost at target. My thesis is this presents a decent opportunity if there is any improvement in American inflation...while Canadian Bonds already have lower inflation priced in. Even if I'm wrong, does it still makes sense to have some US Bonds for diversification? Thanks as always.

Q: Great service. Do you foresee a buyer strike on US Treasuries given recent Trump activity and comments surrounding Venezuela, Greenland and others. If so, would this cause rates to rise? Is this a real concern or just paranoia on my part? It seems Europe, China and others cannot compete militarily but may begin to use economic leverage against the US. Thank you for your insights.

Q: Hi Team - would you have a recommendation for a short term US CORPORATE bond etf hedged and unhedged ? I have a well diversified equity portfolio and now think I should have some fixed in the mix.
many thanks !