Finding Value in a Tight-Spread World: A Broader Fixed Income Playbook – North Square Investments – 9.29.26

January 5, 2024

Overview:

Title: Finding Value in a Tight-Spread World: A Broader Fixed Income Playbook

Date: Tuesday, September 29, 2026

Time: 12:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary:

With credit spreads at historically tight levels and uncertainty still elevated across rates, inflation, and geopolitics, finding attractive value in fixed income has become more challenging.

Attendees will learn:

Where we are in the fixed income cycle, including the outlook for rates, spreads, inflation, and the key macro risks shaping bond markets.
Why looking beyond traditional areas of fixed income may matter, particularly when tight spreads leave less room for error.
Where we are finding opportunities, including bonds, securitized credit, preferred securities, hybrids, and other areas that can expand your opportunity set.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Jason Schwartz, CFA Partner, Director of Portfolio Management Red Cedar Investment Management

Jason Schwartz is a Partner and Director of Portfolio Management for Red Cedar Investment Management. He started in the industry in 2004 and joined Red Cedar in 2018. Prior to joining Red Cedar, he served in various roles at ClearArc Capital including his latest position as Senior Portfolio Manager. His responsibilities comprised several investment strategies over time including multi-sector, Core Plus Fixed Income, Core Fixed Income and Intermediate Government Credit Fixed Income. In addition, Mr. Schwartz was head of securitized products research and trading responsible for oversight of the firm’s entire Asset-Backed Securities (ABS), Mortgage-Backed Securities (MBS) and Commercial Mortgage-Backed Securities (CMBS) portfolio. He also supported the risk management function by providing the firm with derivatives and hedging analysis. He is a member of the Cincinnati Society of Financial Analysts. Mr. Schwartz graduated summa cum laude from the University of Kentucky with a B.B.A. in Finance and is a CFA^® charterholder.

David Withrow, CFA Managing Partner, Senior Market Strategist Red Cedar Investment Management

David Withrow is Managing Partner and Senior Market Strategist for Red Cedar Investment Management. He started in the industry in 1988 and joined Red Cedar in 2018. Previously, Mr. Withrow served as the President, Deputy Chief Investment Officer and Director of Taxable Fixed Income for ClearArc Capital. Prior to joining ClearArc Capital, he served in a Portfolio Management role beginning in 1999 for Fifth Third Bank Investment Advisors (an affiliated company). Before joining Fifth Third Bank Investment Advisors, he was a Portfolio Manager and Structured Product Analyst for Prime Capital Management in Indianapolis. He is a member of the Cincinnati Society of Financial Analysts and serves on the Finance Committee for the Cooperative for Education in Cincinnati, Ohio. Mr. Withrow graduated from Anderson University with a B.A. in Economics and is a CFA^® charterholder.