Institutional investors are entering a golden period ripe with opportunities in current global and emerging markets, said Karl Dasher, president of Polen Capital, during the Canadian Investment Review‘s 2023 Global Investment Conference. From early 2020 to the end of 2021, the market was flooded with liquidity from the unprecedented combination of fiscal stimulus, U.S. Federal Reserve […]
Mike Tyson’s one liner “Everyone has a plan until they get punched in the mouth” comes to mind when I think of the predicament central banks must confront these days. The plan is, and has been, to keep interest rates low for an extended period. While the punch in the mouth is the building up […]
Investors and economists around the world are drastically changing their forecasts as the world enters another week of disruption from the spread of the coronavirus. Indeed, Scotiabank’s updated economic forecast suggests recession is inevitable in many countries, with global growth expected to average 1.3 per cent in 2020, the lowest level since the decline of […]
New research shows auction buyers sometimes overpay: rational ignorance
New research shows that it's putting pension assets at risk.
CIR looking for investment-related research.
When volume dries up.
The pension debate is front and centre in Ottawa
Since the US has been the poster child for consumer debt, their showing versus other industrialized nations is surprising – in fact, it’s Denmark who’s actually in the lead.
Real assets held up during the credit crisis—how will they fare post-crisis?