U.S. Value Stocks: Separating Winners From Losers
An easy way to find value American style.
- February 21, 2013 September 13, 2019
- 12:31
An easy way to find value American style.
Nearly eight years ago, Canada did away with the Foreign Property Rule (FPR) that forced tax-deferred retirement plans to invest primarily in Canada. Today, many…
Canadian institutional investors have a large home bias, but with U.S. stock markets recently outperforming Canadian ones, they might want to rethink their strategy—and remember…
The Caisse de dépôt et placement du Québec has made a $15-million investment in Colabor Group Inc., Quebec’s largest independent food distributor.
While most investors employ active management in an attempt to achieve market beating performance, I don’t believe investors fully realize just how likely it is…
The growth of the Canadian exchange traded fund (ETF) industry over the next year will be driven by, among other factors, increased awareness among investors…
012 was a good year for investment managers focused on large cap, according to the Russell Investments Canadians Active Manager Report. The report indicates a…
The removal of the foreign property rule (FPR) in 2005 enabled tax-deferred retirement plans to diversify outside of the country. But many large pension plans…
The benchmark Canadian DB pension plan tracked by Towers Watson’s Pension Index increased by 1.6% in the fourth quarter of 2012, due to positive investment…
Global equity, real estate drive returns.
How cuts to healthcare spending will drive growth in the sector.
A key goal for plan sponsors is to align the duration of a portfolio with its liabilities—in general, strive to mitigate the risk of pension…
Despite some heightened volatility in the fourth quarter of 2012, Canadian pension plans were buoyed by global equity and real estate returns, according to data…
Two of Canada’s largest pension funds are named in a US$4.6 billion class action by the employees of a New Zealand-based software company. About 200…
The Alberta Investment Management Corp. is reporting a total fund net investment return of 7.5 per cent for 2025, underperforming its benchmark return by 2.7…
Major Canadian banks and pension funds provided tens of billions of dollars to American contractors for the U.S. Immigration and Customs Enforcement agency, an investigation…
With only a few weeks left in a year impacted by trade wars, equity concentration risk and the increased appeal of artificial intelligence opportunities, defined…
The current moment is rooted in shifting ideas, characterized by the rise and fall of globalization, said Sean Speer, editor-at-large at the Hub and a…
Fading developed markets bilateral aid and U.S. tariff policy is pushing emerging markets debt as an attractive alternative for growing countries, according to Yvette Babb,…
The funded status of a typical defined benefit pension plan increased on a solvency basis but decreased on an accounting basis in January, according to…
In its 2026 budget on Thursday, the Ontario government proposed doubling the pension benefits guarantee fund’s monthly guarantee limit from $1,500 to $3,000 for all…
Methodology improvements are pushing the life expectancy of Canadian retirees and surviving spouses by roughly one year to age 65 as of Jan. 1, 2024,…
In its 2026 budget, the Quebec government said it intends to enhance the appeal of voluntary retirement savings plans amid low uptake of the savings…
Bell Canada’s defined benefit and defined contribution pension plans are both overseen by the same pension committee. The meeting cadences differ, but the committee leans…
Strong equity markets, supported by two additional U.S. Federal Reserve rate cuts and continued momentum across sectors related to artificial intelligence, strengthened retirement income outcomes…
The Caisse de dépôt et placement du Québec and Brookfield are acquiring renewable energy firm Boralex Inc. in a take-private deal, for a total equity…
Increased dispersion and fragmentation in the global economy is creating opportunities for institutional investors in 2026, according to a new report by the International Forum…
A return to pragmatism created a rebounding effect for Canadian equities in 2025, says Jesse Forster, senior analyst in market structure and technology at Crisil…
More than half (55 per cent) of global institutional investors think the financial reporting they receive from private market managers needs to improve, a percentage…
The infrastructure arm at the Ontario Municipal Employees’ Retirement System is appointing Luca Lupo as senior managing director and head of Europe, effective immediately. Lupo…
An article on the structural barriers Indigenous women continue to face in workplace retirement plans and benefits programs was the most-read article on BenefitsCanada.com this…
The last decade has seen seismic shifts in geopolitical, macroeconomic, capital market and technological trends. Today, uncertainty abounds: U.S. policy has become increasingly erratic, and…
The Ontario Teachers’ Pension Plan is aiming to increase its investments in private climate transition assets to $70 billion by 2030, as part of the…
The second phase of a Toronto office property that was co-developed by the real estate arm of the Caisse de dépôt et placement du Québec…
The universe of defined benefit pension managers’ pooled funds posted a median return of 1.5 per cent before management fees in the fourth quarter of…
The majority (85 per cent) of U.S. institutional asset owners rely on consultants to oversee manager selection, performance monitoring, asset allocation and even outsourced chief…
The de-globalization movement is the latest trend pushing emerging markets to increase collaboration with one another, says Indrani De, head of global investment research at…
The Joint Forum of Financial Market Regulators is establishing a committee to help implement its total cost reporting plan. The plan aims to increase investor…
More than a quarter (28 per cent) of male employees in the U.S. report a reduction in their stress levels due to their employer’s financial…
A report commissioned by the Alberta government estimates the province would be entitled to more than half the assets of the Canada Pension Plan if it…