Market Action

January 13, 2026

Central bankers have united behind Powell in his defence of central bank independence:

We stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell. The independence of central banks is a cornerstone of price, financial and economic stability in the interest of the citizens that we serve. It is therefore critical to preserve that independence, with full respect for the rule of law and democratic accountability. Chair Powell has served with integrity, focused on his mandate and an unwavering commitment to the public interest. To us, he is a respected colleague who is held in the highest regard by all who have worked with him.

Christine Lagarde, President of the European Central Bank on behalf of the ECB Governing Council

Andrew Bailey, Governor of the Bank of England

Erik Thedéen, Governor of Sveriges Riksbank

Christian Kettel Thomsen, Chairman of the Board of Governors of the Danmarks Nationalbank

Martin Schlegel, Chairman of the Governing Board of the Swiss National Bank

Ida Wolden Bache, Governor of Norges Bank

Michele Bullock, Governor of the Reserve Bank of Australia

Tiff Macklem, Governor of the Bank of Canada

Chang Yong Rhee, Governor of the Bank of Korea

Gabriel Galípolo, Governor of the Banco Central do Brasil

François Villeroy de Galhau, Chair of the Board of Directors of the Bank for International Settlements

Pablo Hernández de Cos, General Manager of the Bank for International Settlements

Note: Other central banks may be added to the list of signatories later on.

CI Financial is buying Invesco Canada:

CI Financial Corp.’s N/A
asset management arm is taking over Invesco Ltd.’s Canadian fund business, acquiring control of about 100 mutual funds and exchange-traded funds (ETFs).

CI Global Asset Management is buying the management agreements for Invesco’s Canadian funds, which oversee a combined $26-billion of assets, expanding the lineup of products it can offer to clients.

Financial terms of the deal were not disclosed.

The two companies are also entering a long-term pact to have Invesco’s affiliates help manage 63 funds with $13-billion under management, providing portfolio management services.

CI Financial was itself acquired by Abu Dhabi-based Mubadala Capital in a $4.7-billion privatization deal late in 2024, following an audacious U.S. expansion led by chief executive officer Kurt MacAlpine through which the asset manager took on billions of dollars of debt.

The privatization of CI came at a time when the company was under pressure from shareholders to take its U.S. arm public and show it had a plan to manage its heavy debt load.

This latest deal with Invesco “highlights how operating as a private company allows us to unlock new opportunities to create meaningful long-term value for CI and our clients,” Mr. MacAlpine said in a news release.

Invesco used to have a Canadian preferred share ETF, used as a comparator for my MAPF, but they closed it. The last performance comparison was for March, 2023.

HIMIPref™ Preferred Indices
These values reflect the December 2008 revision of the HIMIPref™ Indices

Values are provisional and are finalized monthly
Index Mean
Current
Yield
(at bid)
Median
YTW
Median
Average
Trading
Value
Median
Mod Dur
(YTW)
Issues Day’s Perf. Index Value
Ratchet 0.00 % 0.00 % 0 0.00 0 0.1769 % 2,444.3
FixedFloater 0.00 % 0.00 % 0 0.00 0 0.1769 % 4,634.8
Floater 5.89 % 6.12 % 52,857 13.74 3 0.1769 % 2,671.0
OpRet 0.00 % 0.00 % 0 0.00 0 0.2592 % 3,682.9
SplitShare 4.74 % 4.17 % 78,559 2.01 5 0.2592 % 4,398.2
Interest-Bearing 0.00 % 0.00 % 0 0.00 0 0.2592 % 3,431.6
Perpetual-Premium 5.63 % 2.80 % 88,201 0.09 9 -0.0263 % 3,105.9
Perpetual-Discount 5.51 % 5.55 % 47,377 14.56 25 -0.0352 % 3,429.8
FixedReset Disc 5.86 % 5.97 % 108,409 13.68 29 -0.1848 % 3,169.8
Insurance Straight 5.46 % 5.50 % 51,962 14.63 22 -0.1931 % 3,330.9
FloatingReset 0.00 % 0.00 % 0 0.00 0 -0.1848 % 3,770.8
FixedReset Prem 5.93 % 4.18 % 87,497 2.19 19 -0.1807 % 2,664.2
FixedReset Bank Non 0.00 % 0.00 % 0 0.00 0 -0.1848 % 3,240.1
FixedReset Ins Non 5.25 % 5.28 % 77,059 14.47 14 0.1069 % 3,147.6
Performance Highlights
Issue Index Change Notes
IFC.PR.I Insurance Straight -8.20 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 22.03
Evaluated at bid price : 22.40
Bid-YTW : 6.07 %
PWF.PF.A Perpetual-Discount -5.50 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 19.25
Evaluated at bid price : 19.25
Bid-YTW : 5.87 %
BN.PR.X FixedReset Disc -5.17 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 18.90
Evaluated at bid price : 18.90
Bid-YTW : 6.29 %
ENB.PR.B FixedReset Disc -2.54 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 21.10
Evaluated at bid price : 21.10
Bid-YTW : 6.40 %
BN.PR.Z FixedReset Disc -2.43 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 23.40
Evaluated at bid price : 24.50
Bid-YTW : 6.04 %
BN.PF.J FixedReset Prem -1.35 % YTW SCENARIO
Maturity Type : Call
Maturity Date : 2027-12-31
Maturity Price : 25.00
Evaluated at bid price : 25.57
Bid-YTW : 5.16 %
FTS.PR.F Perpetual-Discount 1.01 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 23.69
Evaluated at bid price : 23.99
Bid-YTW : 5.16 %
CU.PR.G Perpetual-Discount 1.05 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 21.24
Evaluated at bid price : 21.24
Bid-YTW : 5.38 %
PWF.PR.R Perpetual-Discount 1.19 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 24.29
Evaluated at bid price : 24.59
Bid-YTW : 5.60 %
PVS.PR.L SplitShare 1.39 % YTW SCENARIO
Maturity Type : Call
Maturity Date : 2026-02-12
Maturity Price : 26.00
Evaluated at bid price : 26.26
Bid-YTW : -0.36 %
MFC.PR.N FixedReset Ins Non 1.59 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 22.96
Evaluated at bid price : 24.28
Bid-YTW : 5.35 %
CCS.PR.C Insurance Straight 2.22 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 22.71
Evaluated at bid price : 23.00
Bid-YTW : 5.47 %
GWO.PR.P Insurance Straight 3.24 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 24.25
Evaluated at bid price : 24.55
Bid-YTW : 5.54 %
PWF.PR.T FixedReset Disc 4.21 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 23.28
Evaluated at bid price : 24.75
Bid-YTW : 5.34 %
Volume Highlights
Issue Index Shares
Traded
Notes
ENB.PR.J FixedReset Disc 66,204 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 22.30
Evaluated at bid price : 22.80
Bid-YTW : 6.21 %
BN.PF.G FixedReset Disc 51,800 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 23.10
Evaluated at bid price : 24.70
Bid-YTW : 5.78 %
PWF.PR.P FixedReset Disc 40,901 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 19.84
Evaluated at bid price : 19.84
Bid-YTW : 5.72 %
CU.PR.F Perpetual-Discount 39,500 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 21.36
Evaluated at bid price : 21.63
Bid-YTW : 5.26 %
ENB.PR.P FixedReset Disc 31,931 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 22.10
Evaluated at bid price : 22.50
Bid-YTW : 6.22 %
ENB.PR.T FixedReset Disc 31,578 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 22.64
Evaluated at bid price : 23.43
Bid-YTW : 6.06 %
There were 6 other index-included issues trading in excess of 10,000 shares.
Wide Spread Highlights
See TMX DataLinx: ‘Last’ != ‘Close’ and the posts linked therein for an idea of why these quotes are so horrible.
Issue Index Quote Data and Yield Notes
IFC.PR.I Insurance Straight Quote: 22.40 – 24.65
Spot Rate : 2.2500
Average : 1.5858

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 22.03
Evaluated at bid price : 22.40
Bid-YTW : 6.07 %

PWF.PF.A Perpetual-Discount Quote: 19.25 – 20.54
Spot Rate : 1.2900
Average : 0.7989

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 19.25
Evaluated at bid price : 19.25
Bid-YTW : 5.87 %

BN.PR.X FixedReset Disc Quote: 18.90 – 19.90
Spot Rate : 1.0000
Average : 0.5673

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 18.90
Evaluated at bid price : 18.90
Bid-YTW : 6.29 %

SLF.PR.H FixedReset Ins Non Quote: 22.63 – 24.50
Spot Rate : 1.8700
Average : 1.5227

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-01-13
Maturity Price : 22.03
Evaluated at bid price : 22.63
Bid-YTW : 5.52 %

BIP.PR.E FixedReset Prem Quote: 25.75 – 26.50
Spot Rate : 0.7500
Average : 0.4833

YTW SCENARIO
Maturity Type : Call
Maturity Date : 2028-03-31
Maturity Price : 25.00
Evaluated at bid price : 25.75
Bid-YTW : 5.35 %

GWO.PR.Z Insurance Straight Quote: 25.33 – 26.33
Spot Rate : 1.0000
Average : 0.7818

YTW SCENARIO
Maturity Type : Call
Maturity Date : 2034-09-30
Maturity Price : 25.00
Evaluated at bid price : 25.33
Bid-YTW : 5.58 %

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