Global growth slowed to three per cent on an annual basis in the middle of 2019 and is expected to remain below three per cent for the next 18 months, according to a Q4 report by Aviva Investors. “That would represent the weakest sustained period for over a decade,” the report said. “We expect all […]
In this late-cycle environment, the Hydro Québec pension plan is cautious about credit and is maintaining its liquidity, says Jean-François Pépin, senior director of financing, treasury and pension fund at Hydro Québec. At the end of 2017, the defined benefit plan had $24.7 billion in net assets. Invested in a variety of asset classes, including fixed […]
There are opportunities in global investment grade credit - if you know where to look.
Six principles for managing credit risk in volatile times
GIC keynote on what caused the Financial Crisis and how to fix it.
Coverage of the 2012 Investment Innovation Conference.
Performance post-downgrade makes case for liquidity sleeves.
$1 trillion in US distressed debt and close to 18% unemployment rate.
What is the attraction of market neutral investing?
“Commodities most vulnerable will be the ones that are most widely held: copper and oil..."