Trump accelerates uncertainty, cost of resources for businesses around the world

The cost of doing business under the current U.S. administration is getting more expensive and uncertain.

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Uncovering private debt’s emerging opportunities and risks

While private debt continues to draw strong interest from institutional investors, the market is surrounded by conflicting narratives — some believe it’s a great opportunity and others warn of overheating.

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How institutional investors can integrate energy transition assets into their portfolios

In recent years, the energy sector has been unloved and out of favour, sitting at just below four per cent on the MSCI World index.

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The interconnectedness of credit markets and attractive opportunities for investors

The uncertain geopolitical climate and the ensuing market volatility are offering a variety of entry points into credit markets.

This session was made possible by T. Rowe Price.

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Is credit playing a larger role in portfolio allocation in the uncertain economic environment?

Many factors have contributed to a proliferation of debt at the sovereign level, including the coronavirus pandemic and central bankers subsequent fight against inflation.

This session was made possible by Franklin Templeton Investments.

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A look at the evolution of fund finance structures and the opportunities for investors

Over the past 10 years, several macroeconomic changes, including increased bank regulations, interest rate volatility and the velocity of acquisitions and fundraising, have impacted private equity and private credit dynamics and brought in fund finance as an asset class.

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Identifying opportunities and risk factors in global credit markets amid economic uncertainty

The move towards a core-plus mindset, first-time major allocations to stand-alone credit strategies and a focus on less liquid assets are the top trends in credit among institutional investors.

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The risks and rewards of asset-based financing

While the traditional markets of asset-based finance, such as mortgages and automobile loans, are mature, the non-traditional ones, such as point-of-sale transactions and home improvement loans, are offering investment opportunities.

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Panel: Achieving a net-zero economy by 2050 will require more than institutional investment targets

While the British Columbia Investment Management Corp. supports the goal of net zero by 2050, that doesn’t translate to a hard target for its portfolio.

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How the OMERS is getting comfortable with leverage

A stigma around the use of leverage by a pension plan is magnified if the organization is facing funding issues.

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How institutional investors can mitigate climate risks, capitalize on trends in Canadian real estate

Through a series of research papers, investment firm Equiton is working with Concordia University’s John Molson School of Business to explore the sustained cashflows available for institutional investors in Canada’s residential real estate market alongside the impact of climate change.

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Gaining a balanced perspective on AI’s potential while managing inherent risks

While algorithms have historically dictated the actions of data and computers, artificial intelligence has flipped that on its head.

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Panel: Volatility acceleration pushing need for a long-term investment solutions

Increasing periods of heightened volatility are demanding composure and trust from investment professionals for their long-term roadmap.

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Panel: Private assets expanded asset mix reach of Canadian pension plans

The emergence of private assets in pension funds’ portfolios is opening new investment opportunities.

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