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  5. DIVS: Greetings 5i, I am concerned about the current outlook for preferred shares, say 1 - 3 year horizon. [Evolve Active Canadian Preferred Share Fund]
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Q: Greetings 5i, I am concerned about the current outlook for preferred shares, say 1 - 3 year horizon. What is your opinion on a switch from preferreds to short - mid term bond etfs over this time period? Thank you.
Asked by Barbara on October 20, 2025
5i Research Answer:

Bonds of course do rank higher, and re-set preferreds could see some price pressure overall as interest rates decline. We think preferreds are OK, but we could certainly justify some switching to bond funds under current expected conditions. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in CPD.