Against a backdrop of unpredictability on the global stage, Canadian institutional investors continue to face several competing headwinds, including a push from the federal government to encourage more investment domestically, central banks’ developing policies to tame inflation and a new U.S. president already making his imprint on foreign affairs. At the Fairmont Chateau Lake Louise […]
The cost of doing business under the current U.S. administration is getting more expensive and uncertain, said Cliff Kupchan, chairman at Eurasia Group, during the keynote session at the Canadian Investment Review’s 2025 Global Investment Conference. Firms are operating under an increasingly uncertain investment climate in the U.S., he said, noting many of his organization’s […]
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. Speaking at the Canadian Investment Review’s 2025 Global Investment Conference, Tarik Serri, senior director of hedge funds and alternative investments at Trans-Canada Capital Inc., shared […]
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, according to Yashica Reddy, investment director of thematic equities at Schroders, during the Canadian Investment Review’s 2025 Global Investment Conference. This underweight and under-ownership of energy is surprising for two reasons: […]
The uncertain geopolitical climate and the ensuing market volatility are offering a variety of entry points into credit markets, according to Bill Bohnsack, president and senior partner at Oak Hill Advisors, in a session made possible by T. Rowe Price at the Canadian Investment Review’s 2025 Global Investment Conference. “The reason for that is, when […]
Many factors have contributed to a proliferation of debt at the sovereign level, including the coronavirus pandemic and central bankers subsequent fight against inflation. “A lot of themes we’re talking about have led to some scarcity, supply chain fragility leading to that inflationary impulse in tandem with continued fiscal largess,” said Renato Latini, portfolio manager […]
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. Speaking during a session at the Canadian Investment Review’s 2025 Global Investment Conference, Nicolas Delisle, managing […]
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, according to Andrzej Skiba, managing director and head of U.S. fixed income on the BlueBay fixed income team at RBC Global Asset Management (U.S.) Inc., speaking during […]
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, says John Withrow, principal at AB CarVal, part of AllianceBernstein’s private alternatives business. Speaking during a session at the Canadian Investment Review’s 2025 Global Investment Conference, […]
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, according to Jennifer Coulson (pictured left), the organization’s senior managing director and global head of environmental, social and governance. Speaking in a panel session at the Canadian Investment Review’s 2025 […]