The “most widely anticipated recession in history” could arrive in 2024, said Eric Lascelles, chief economist at RBC Global Asset Management, during the keynote session…
On Dec. 6, the Canadian Investment Review hosted its annual Defined Benefit Investment Forum. With the close of a year marred by financial fragility and global…
Canada has a real estate “supply and demand crisis” that is likely to get worse in the coming years with ineffectual government intervention and central…
Multi-family real estate is set up for long-term sustained returns given the extreme dislocation between housing supply and demand in Canada and record-high federal immigration…
A quality investing strategy has some of the same benefits of a well-made pair of sneakers, said Ranjit Sufi, managing director and head of institutional…
After the simultaneous sell-off of both equities and bonds in the first half of 2022, many defined benefit pension plan sponsors were forced to “pay…
With historic perceptions of emerging markets and equities no longer matching reality, institutional investors have the opportunity to scoop up good companies at low valuations,…
Pension plan sponsors must effectively employ care, diligence and skill when facing cybersecurity threats, said Sandeep Kakan, board trustee and secretary at the Canada-Wide Industrial…
The era of predictable monetary policy and global co-operation is over. In this new epoch, defined by sweeping government intervention, geopolitical realignment and environmental catastrophe,…
Innovations in medical technology in the next 10 years could unlock a new dawn of health investments that will make the last decade look slow…
When investing in technology companies with artificial intelligence capabilities, it’s important that institutional investors ensure these entities own — or have relationships with large internet…
Over the last year, the volatile interest rate period has increased demand for fixed income exchange-traded funds among institutional investors, said Robert Forsyth, head of SPDR…
The University of California San Diego’s Kroner Center for Financial Research is examining four research areas that can assist institutional investors in determining successful strategies that…
Institutional investors are preparing for a bumpy return risk space where volatility is higher for all assets and real returns are much lower than what…
Despite pension funds navigating a “swim-at-your-own-risk” environment with a lower probability of positive returns, they can’t just stop and sink — they have to keep swimming,…
The evolution of cloud computing, artificial intelligence and data availability will disrupt and upend the entire asset management industry, said Neil Constable, head of quantitative research…
To find opportunity in times of volatility, institutional investors must consider their objectives and then expand their toolkit, said Saurabh Sud, a portfolio manager at…
In today’s complex market, real estate investments continue to provide opportunities for institutional investors due to the simplicity of the risk spectrum, particularly when comparing equity…
Recent challenges to the 60/40 balanced portfolio rule shouldn’t sway institutional investors away from the strategy, said Steve Foerster, professor of finance at Western University’s…
As the objectives of defined benefit pension plans have evolved, so too have institutional investors’ reasons for including fixed income allocations in a portfolio, from…
Being systematic doesn’t mean overlooking the fundamental risks in the corporate credit asset class, said Scott Richardson, senior vice-president and director of systematic credit at Acadian…
It takes time to measure the success of environmental, social and governance integration at a portfolio level, said Sam Tripuraneni, head of sustainable outcomes at Aviva…
For institutional investors, valuation reviews will be critical in navigating equity market uncertainties, said Amy Chang, managing director and head of active global fundamental at…
Since the onset of the coronavirus pandemic three years ago, the global economy has faced a bumpy ride, led by the lingering public health crisis,…
An effective risk management culture can’t be built on buzzwords — though defined benefit pension plan sponsors hear them a lot. In recent years, they’ve…