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23 September 2026
The hype(rscaler issuance) is real!
by Beutel Goodman Fixed Income Team The term hyperscaler is somewhat ambiguous but generally refers to a large organization offering computer systems and data storage on a considerable scale. At present, financial markets have placed the moniker of “hyperscaler” on five companies: Microsoft, Amazon, Alphabet (Google), Meta and Oracle, despite their vastly different alternative sources of revenue and operations...
More15 September 2026
Beutel Goodman Launches Long Term Corporate Bond Strategy
TORONTO — September 15, 2026 — Beutel Goodman, a privately owned, independent Canadian investment manager, recently launched its Long Term Corporate Bond Strategy, available to eligible investors. The Strategy was developed in response to growing investor interest in dedicated long-duration corporate bond exposure, and builds on Beutel Goodman’s long-standing experience managing corporate credit and long-term fixed-income mandates. Since launch, the...
More14 September 2026
Discussion with Raymond Chun and Beutel Goodman
This video has been prepared for Beutel Goodman clients and registered advisors and is not for other audiences. Please do not copy or distribute it to other parties. For greater certainty, if you are a registered advisor, it is for your internal use only and not for external distribution to an investor or potential investor. Note: This recording represents the...
MoreBeutel Goodman Sustainable Bond Fund – for Advisors
The Beutel Goodman Sustainable Bond Fund seeks to maximize portfolio returns by investing primarily in a well-diversified portfolio of investment-grade Canadian government and Canadian corporate bonds of various maturities. The average term to maturity of the Fund’s investments may range from 6 to 15 years. The Fund focuses on fundamental research and a rigorous review of issuers’ overall creditworthiness. The Fund...
More11 August 2026
The State of the Sustainable Debt Market
by Beutel Goodman Fixed Income Team Source: Bloomberg LLP, as of June 30, 2026. Sustainable finance issuance (including green, social, sustainable, sustainability-linked and transition bonds) totaled C$725 billion in the first half of 2026. This represents a 2% increase from C$714 billion in H1/25 and puts issuance on track to surpass 2025’s total of C$1.2 trillion. A milestone...
More13 July 2026
Beutel Goodman U.S. Large Cap Value: Q2 and Half Year 2026 Review and Outlook
In this video, Rui Cardoso, Managing Director, Head of Global Equities at Beutel Goodman, provides a review of the Beutel Goodman U.S. Large Cap Value strategy. As co-lead portfolio manager for the strategy, Rui reviews performance, positioning, and portfolio activity as well discusses the current market environment and the recent reconstitution of the Russell Style indices. This video has...
More25 June 2026
Global Energy Disorder: Demand Shocks, Supply Shocks and Outdated Policy
This video has been prepared for Beutel Goodman clients and registered advisors and is not for other audiences. Please do not copy or distribute it to other parties. For greater certainty, if you are a registered advisor, it is for your internal use only and not for external distribution to an investor or potential investor. Note: This recording...
MoreBeutel Goodman Sustainable Bond Fund
The Beutel Goodman Sustainable Bond Fund seeks to maximize portfolio returns by investing primarily in a well-diversified portfolio of investment-grade Canadian government and Canadian corporate bonds of various maturities. The average term to maturity of the Fund’s investments may range from 6 to 15 years. The Fund focuses on fundamental research and a rigorous review of issuers’ overall creditworthiness. The Fund...
MoreBeutel Goodman Global Equity
This is confidential for internal use by advisors only. Not for external distribution to an investor or potential investor. Beutel Goodman World Focus Equity Why own global value equities today Owning Global Value equities today serves as a vital portfolio hedge against high market concentration and valuations, particularly in the U.S. and within pockets of the Information Technology ecosystem. Adding...
More5 June 2026
Technically Speaking: Interpreting Canada’s GDP Signal
by Beutel Goodman Fixed Income Team The Canadian economy has slipped into what is known as a technical recession. Two consecutive quarters of negative annualized growth (down -1.0% in Q4 2025 and -0.1% in Q1 2026) fits the familiar rule-of-thumb definition and is certainly enough to attract attention. But this current episode feels different. The key question is not...
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