Successful investment management is a mix of science and art,” says Manulife Investment Management’s Patrick Blais. Learn how his team blends disciplined analysis, human insight and collegial portfolio construction in the latest Investment Insights.
In a financial environment shaped by unpredictability, we asked BlackRock’s Chief Investment Officer of Global Fixed Income, Rick Rieder, what approach his team takes on managing risk in these uncertain times and insights on what could be responsible for market volatility.
Opportunistic fixed-income investing has the potential to improve yields, returns and diversification, says Brij Khurana, multi-asset portfolio manager at Wellington Management. We asked him to share his perspective on opportunistic investing and on global fixed-income markets.
Building an effective fixed income allocation in today’s environment is full of challenges. Are Core Plus solutions the answer? Investment Insights asked Rémi Tétreault, investment specialist, at Aviva Investors how institutional investors can benefit from adding Core Plus to a Core fixed income allocation.
High visibility in the news and in social media means environmental, social and governance (ESG) issues can have a significant impact on stock and bond prices. Investment Insights asked MFS how ESG analysis is integrated into their investment process to help identify companies with the potential to achieve best possible risk-adjusted returns.
Find out why Robert Prospero, portfolio manager at Aviva Investors, thinks a global perspective with local portfolio management is critical to deliver resilient core plus Canadian fixed income solutions.
Up to five years ago, “yes” was the answer to this question, but times have changed and emerging market equities have rarely been more diversifying for Canadian investors than they are today. Wellington Management’s Dáire Dunne adds that an unconstrained approach to EM investing can potentially reduce risk.
Pension plans are shifting their equity portfolios away from a home country bias and towards global equities – but there's still plenty of room for improvement, according to Maksim Piskunov, Associate Portfolio Manager of AGF's Global Team. Find out why he thinks a global approach to investing is more relevant than ever in an environment of rising populism and de-globalization.
Exposure to global direct real estate and listed REITs can diversify plans and provide income that boosts total returns — and both asset types are available to both small and large plans. Learn more about the benefits, risks and institutional investing trends from Invesco Real Estate's Tracey Luke, senior director and client portfolio manager, and Darin Turner, managing director and portfolio manager.
A Core Plus approach to Canadian fixed-income investing has the potential to improve returns without appreciably increasing risk exposure compared to a more traditional Core approach, according to Sunil Shah, Head of Canadian Fixed-Income at Aviva Investors.
It's a question that keeps plan sponsors up at night – but with expert insights you can sleep more soundly.
Find out how Aviva Investors' Rahul Khasgiwale and Sunil Shah approach risk and portfolio management, where they think plan sponsors may be underexposed, and what lessons smaller plans can learn from larger plans.