The drama in recent weeks surrounding the outcome of Brexit has proved Shakespearian, but on this side of the pond, should institutional investors be bracing themselves? “We’ve been thinking about this ever since the referendum and we keep updating our probabilities in different ways,” says Peter Westaway, chief European economist at the Vanguard Group. “I think we’ve boiled […]
While many companies are aware of the United Nation’s sustainable development goals, with some mentioning them directly in their disclosure reporting, only 12 per cent of those referencing the goals actually set quantitative targets for meeting them, according to new research by PIMCO. The research, which analyzed how 246 companies interact with the framework of the sustainable development goals, […]
A contentious election in Brazil that’s held the attention of the global investing community came to a conclusion on Oct. 28, 2018, with far-right congressman Jair Bolsonaro becoming the country’s president-elect. Canadian pensions have made some hefty allocations to the region of late. In the second half of 2018, the Canada Pension Plan Investment Board […]
A contentious election in Brazil that’s held the attention of the global investing community came to a conclusion on Oct. 28, 2018, with far-right congressman Jair Bolsonaro becoming the country’s president-elect. Canadian pensions have made some hefty allocations to the region of late. In the second half of 2018, the Canada Pension Plan Investment Board acquired […]
Private credit is a bit of a buzzword these days, according to Christian Stracke, managing director and global head of credit research at PIMCO. Despite its overuse, however, there remains a lack of understanding about private credit — in fact, it is often conflated with other products, many of which involve a lot more risk-taking. […]
It's not just about corporate lending.
Institutional investors are keeping an eye on the political instability in Italy as premier-designate Carlo Cottarelli prepares to present his ministerial picks and the market opened down 1.8 per cent on Tuesday. Last week, Italy’s president Sergio Mattarella invited the anti-establishment Five Star Movement and the League, formerly known as the Northern League, to form a coalition […]
How private debt has evolved post-2008.
Private debt moves into areas where banks have been shut out.
Meeting plan members’ retirement goals (29 per cent) and managing litigation risk (25 per cent) are the top factors driving defined contribution pension plan sponsor decision-making, according to new research by global investment manager PIMCO. The annual research surveyed nearly 70 defined contribution consultants and advisors providing services to more than 12,000 plan sponsors in […]