A world of increased uncertainty over fiscal situations is leading to a market more conducive to fixed income and international equities, says Indrani De, head of global investment research at FTSE Russell. The firm’s most recent asset allocation insights report found a global market that’s seeing steepening yield curves amid economic uncertainty brought on by […]
Public assets like exchange-traded funds grant endowments and foundations with full liquidity in their investment pursuits, according to Mark Webster, director of institutional sales and service at BMO Global Asset Management, during the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. While the Maple 8 model does offer investment lessons, some can prove too […]
An article on Canadian institutional investors’ potential overexposure to alternative assets was the most-read story on BenefitsCanada.com this past week. Here are the top five human resources, benefits, pension and investment stories of the last week: 1. Canadian pension funds could be overexposed in alternative assets: expert 2. Employees on LTD more likely to claim […]
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 […]
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, […]
A stigma around the use of leverage by a pension plan is magnified if the organization is facing funding issues, said Brandon Weening, executive vice-president of corporate and capital markets finance at the Ontario Municipal Employees’ Retirement System, during a session at the Canadian Investment Review’s Global Investment Conference. The skepticism around note offerings is […]