Commentary: Bond management, not the Fed’s “magic wand” is the real opportunity to handle inflation in a portfolio

Holding bonds at a time of rising inflation and unpredictable central bankers requires more than crossing your fingers and hoping the Fed or Bank of Canada will rein in the economy. In their fall 2022 Canso Market Px, portfolio managers at Canso Investment Counsel Ltd. discuss the political and economic climate that led us here, and the opportunities they see.