The Universities Academic Pension Plan is withdrawing control of its $2.7-billlion public equities portfolio from the Alberta Investment Management Corp. The withdrawal comes following ongoing…
Promising vaccine and coronavirus treatment news, coupled with the inauguration of U.S. President Joe Biden, has given markets a glimmer of certainty and optimism this…
The Canada Pension Plan Investment Board is appointing Edwin Cass as its first-ever chief investment officer. In the new role, he’ll be responsible for total…
Companies that cater to the “new normal” of working and shopping from home are rushing to go public. 2020 could turn out to be the…
During the coronavirus market crash, U.S. stocks with higher institutional ownership experienced worse performance, especially those held by active, short-term and domestic institutions, according to…
While factor behaviour tends to be consistent in market crashes and corrections, individual factor performance varies over the medium term. As such, institutional investors should…
With a rough 2020 year-to-date, value investing’s recent poor performance follows over a decade of underperformance, leaving many to ask if it’s still relevant, according…
FTSE Russell has released a preliminary list of companies set to enter or leave its U.S. indexes at the end of June as part of…
Health care and consumers staples are sectors that typically perform well, even in moments of market stress. But during the coronavirus crisis, these sectors have…
The novel coronavirus pandemic has been an enormous human tragedy and its ultimate impact on the global economy remains impossible to predict. For many companies,…
A value approach to investing has yielded great benefits in the past. Though there are often semantics around what constitutes value investing, it can be…
Canadian equities were the worst performing traditional asset category in the first quarter, according to a report that sizes up the financial impact of the…
Much attention has been paid to surface-level diversity in the boardroom, but what about diversity of thought? “Groupthink describes faulty decision-making,” says Rahul Bhardwaj, president…
Stock picking with the right process and the right temperament works. And, contrary to popular claims, value investing is not dead. Those who claim it…
When it comes to emerging markets equities, it’s important to look for compounders that will create value over time, says Andrew Miller, chief investment officer…
If institutional investors want alpha, there’s one sector in particular where they can find it, said Jeremy Yeung, vice-president of portfolio management and portfolio manager…
Trading volume for exchange-traded funds is rising. And as such, more ETF trades are flowing through trading desks. For ETFs with underlying securities that have…
In both good and bad economic times, people will inevitably get sick and require health care. So when markets are down, health care may be…
An international outbreak of respiratory illness sparked by a novel coronavirus has spread from its origins in central China to at least 11 countries, with…
Several factors are pointing to a possible rebound in emerging market stocks this year. Stocks in China and other developing economies notched solid gains in…
Global shares, represented by the MSCI world index, ended 2019 at an all-time high. Their robust 9.5 per cent per annum return during the 2010s…
A topic that has received a lot of attention recently in many markets, especially the United States, is the fall in the number of listed…
Global stock markets took another hit Monday while oil and gold prices surged in response to the escalating tensions in the Middle East following the…
Shareholder environmental activism has been growing in popularity with institutional investors, but is it working? The New York City pension system implemented a boardroom accountability…
After a year of nirvana, investors may need to get ready for something a little more normal. Markets are coming off a fabulous 2019, where…