Q: I was watching an interview with David Rosenberg and Ed Devland. They were stating that the Canadian interest rates are going to have to be cut several times due to economic conditions. Can you recommend investment strategies to benefit from this . For example bonds going up in value because of the inverse relationship of interest rates and bond values. What bond etf's ect. Can you give US recommendations also, as it sounds like the Us will be later than Canada.

Thanks

Q: Bloomberg article today summarized:

Forget the stock market or private credit. Fixed income will outstrip other asset classes after “a generational reset higher in bond yields,” according to Pacific Investment Management. “Active fixed income is positioned to perform well if there are no recessions over our secular horizon and to perform even better if there are,” Pimco’s Richard Clarida, Andrew Balls and Daniel Ivascyn wrote in an outlook released Tuesday. As prices climb and inflation recedes, they expect bonds will be even more attractive than cash.

Can you offer some guidance/thoughts on this? I’m a growth investor primarily in stocks, and not familiar with bonds.

Can we benefit from some torque? What would be your top ETF plays in this?

Q: Bond ETF's like XLB have performed poorly in the face of peak interest rates and pending Fed rate cuts. Could you offer some insight as to why there has been recent weak demand for US treasuries, whether you see that trend continuing in the near term and at what point bonds may become a rewarding investment?