James Arnold

In investing, you can never hide from your results. James learned this lesson early on when he was participating in stock market competitions during university. James’ appreciation for a long-term, value-based approach to investing was cemented during these competitions as short-term performance was often uncorrelated to the quality or depth of research. For James, one of the most fascinating aspects of fixed income investing is examining the unique risks and characteristics of debt securities alongside company and industry analysis. While company fundamentals, and not macro-events, are the foundation of Burgundy’s investment theses, the close link between macroeconomic conditions and bond prices adds a welcome layer of analysis to the fixed income investing process.

Burgundy Experience

  • Joined Burgundy in 2017
  • Appointed a Vice President in 2018
  • Previous roles include: fixed income Investment Analyst

Relevant Experience

  • 10+ years of combined professional experience
  • Experience includes positions at: DBRS Ltd., Morningstar Research Ltd., Senior Portfolio Manager of fixed income investments at Canada Post Corp.

Education

  • CFA charterholder
  • Honours Bachelor of Business Administration (Finance), Wilfrid Laurier University

Memberships and Community

  • Finance Committee member, Weston Golf and Country Club
  • Member, CFA Society Toronto
  • Member, CFA Institute

POSTS FROM THIS AUTHOR

Active Management vs. Passive Investing: A Fixed Income Perspective

Active Management vs. Passive Investing: A Fixed Income Perspective

The Journal | December 2020

When comparing the debt markets to the S&P 500 Index, famed financial journalist James Grant called them “illiquid and inefficient,” adding that it’s “part of their charm.” While...

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Are We In For A Wave of Inflation?

Are We In For A Wave of Inflation?

The Journal | November 2020

To cap off our series on fixed income in a low interest rate environment, Portfolio Manager James Arnold evaluates the likelihood of runaway inflation and explores the case for continued...

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Investing In A Low Interest Rate Environment

Investing In A Low Interest Rate Environment

The Journal | November 2020

With yields on fixed income portfolios near all-time lows, COVID-19 has added to the investment challenges facing many individual investors and organizations. Investment Counsellor Philip Doyle and Po...

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Why Bonds?

Why Bonds?

The Journal | November 2020

In today’s environment of low interest rates, Portfolio Manager James Arnold tackles the million-dollar question in fixed income by breaking down the fundamental reasons for why investors should own...

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A Bondholder’s Guide to Grading Desolate Dining Rooms and Vacant Venues

A Bondholder’s Guide to Grading Desolate Dining Rooms and Vacant Venues

The Journal | June 2020

Amid COVID-19 uncertainty, Portfolio Manager James Arnold provides insight into the elusive world of bonds. In this educational piece, James sheds light on the role of ratings and offers perspective...

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