BNN Bloomberg | Inflation and Fixed Income Yields

Nov 18, 2025

Our CEO Jay Bala joined BNN Bloomberg’s Merella Fernandez to discuss the current investing environment, and how many traditional income strategies are quietly becoming real-return traps.

Some key takeaways from the segment:

Inflation Is Dropping; Rates Will Follow
With inflation down to 2.2% in October, central banks have room to cut. As rates fall, bond and GIC yields will compress even further.

Traditional Fixed Income ≠ Real Returns
Government bonds at 2.5–3% and 5-year GICs at 3.5–4% barely cover inflation. After taxes + fees, many investors are earning zero or negative real return.

Investors Need Real Yield, Not Just Nominal “Safety”
Markets have run, equities are drifting sideways, and advisors are rebalancing toward income. In this cycle, under-earning — not over-investing — is becoming the bigger gamble.

 

Watch Here

 

 

 

About AIP

Founded in 2013, AIP Asset Management has earned a reputation for its innovative approach to convertible private debt investing, aiming to protect principal investments while gaining market exposure to small-cap companies. Based in Toronto, AIP is a leading credit manager in North America, with a team of professionals boasting over 100 years of combined experience in direct lending, private equity, and capital markets.

 

For further information, please contact:

AIP Asset Management Inc.
invest@aipassetmanagement.com
416-601-0808

 

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