Core Plus | Performance – Q3 2022
We continue to monitor the investment and macro landscapes to adjust Core Plus portfolio holdings. Of central focus to our screening process, we look for...
Read MoreCore Plus | Performance – Q2 2022
Overall, the Core Plus Portfolios generated smaller losses and other wins compared to its benchmarks.
Read MoreCore Plus, High-Q 50/50 | Portfolio Trade
High CPI and rising interest rates led us to take a more defensive position. We are selling the remaining position in mortgage-backed securities to buy a US...
Read MoreCore Plus | Performance – Q1 2022
Amid ongoing domestic and global challenges, the portfolio remains focused on our low volatility investment approach.
Read MoreCore Plus | Portfolio Trade
Given recent events, we trimmed our mortgage-backed securities position and invested the proceeds into US Treasury inflation protected securities (TIPS).
Read MoreCore Plus | Performance – Q4 2021
Over a one-year period, both our equity and fixed income allocations saw lower volatility levels compared to our selected indexes.
Read MoreCore Plus | Performance – Q3 2021
Here's how the suite of IRON Core Plus Portfolios performed in Q3. Plus, some crucial factors we examine when deciding on ETF inclusion.
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