Emerging market economies with strong domestic structural growth stories are likely to thrive in the next 10 years, said Alexis Freyeisen, investment strategist for emerging markets equities at AllianceBernstein, during a session at the Canadian Investment Review‘s 2022 Investment Innovation Conference. “There is a lot of negative press around EM and the media likes to […]
“I’m going to start my presentation by saying what any self-respecting consultants say all the time — we got it wrong,” said Andrew Bishop, senior partner and global head of policy research at Signum Global Advisors, during a session at the Canadian Investment Review‘s 2022 Defined Benefit Investment Forum. “I’m referring to China’s easing of […]
Nine Canadian public sector pension plans are passively invested in companies with evidenced involvement in the persecution of Uyghurs in China, according to a new report by U.K. think tank Hong Kong Watch. The report includes three federal and six provincial pension investment organizations — among more than 30 global institutional investors — as passive investors […]
For years prior to the Russia-Ukraine war, there were murmurs about deglobalization as geostrategic tensions grew, nationalism flared worldwide and the coronavirus pandemic stressed global supply chains, said Seth Weingram, senior vice-president and director of client advisory at Acadian Asset Management, during the Canadian Investment Review’s 2022 Risk Management Conference. Since the invasion, that discussion […]
While politics plays a role in most investment decisions, it tends to arise on a fairly localized basis, says Michael Craig, head of the asset allocation and derivatives teams at TD Asset Management Inc. In addition, its prominence as a factor usually rises and falls on a cycle, slipping easily off investors’ radar in times […]
The Canada Pension Plan Investment Board is one of 12 pension funds being targeted by calls to divest holdings in a KKR fund. The United Food and Commercial Workers International Union has published a website calling for pension plans to divest from the KKR’s Asian Fund III. The controversy around the fund relates to its […]
For all its dangers, there’s still considerable opportunity to be found in the Chinese investment space. At the 2021 Global Investment Conference, Anh Lu, portfolio manager for the Asia ex-Japan equity strategy at T. Rowe Price, said the trick to capitalizing on the opportunities in the world’s most populous country is to consider the long-term […]
With the repatriation of Canadians Michael Kovrig and Michael Spavor following their three-year incarceration in China, relations between Ottawa and Beijing are to be reset. As Foreign Minister Marc Garneau put it, Canada will now coexist, compete, co-operate and challenge China. To do this, Canada should start paying closer attention to the signals its pension […]
While the return of two Canadians imprisoned in China since 2018 may lead the Canadian government to rethink its relationship with the world’s most populous country, the Chinese market will remain open to Canadian institutional investors, says Jia Wang, interim director of the China Institute at the University of Alberta. “There is an opportunity for […]
The British Columbia Investment Management Corp. is once again voting against nine proposals supported by the board of China Gas Holdings Ltd., including the re-election of five corporate directors. During its recent annual general meeting, the Hong Kong-based energy company’s management team had requested that investors vote in favour of the re-election of board members […]