Canadian asset owners are increasingly evaluating allocations to the U.S. amid currency volatility, valuation weighed against expected returns in the jurisdiction, says Anya Levine, head of market strategy at Morningstar Sustainalytics. “Canadian investors were far more likely to have a decreased allocations to U.S.-based assets in the past 12 months than the rest of the […]
Despite pension funds navigating a “swim-at-your-own-risk” environment with a lower probability of positive returns, they can’t just stop and sink — they have to keep swimming, said Karin Sullivan, vice-president of fixed income at Trans-Canada Capital Inc., during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “[These financial challenges] have been going on now for two […]
Canadian pension plans have increased their demand for long corporate bonds, but high demand and low yields combined with a relatively small marketplace in Canada can pose challenges for investors, said Randall Malcolm, senior managing director and portfolio manager of Canadian public fixed income at SLC Management. “When we look at the supply side of […]
At the first Risk Management Conference, 20 years ago, there were many things plan sponsors probably weren’t thinking about. Currency, for example, says Marlene Puffer, president and CEO, CN Investment Division. Before the elimination of the Foreign Property Rule, plans were mostly invested in Canadian bonds and equities. Instead, the chief concern would have been […]
How active FX management can help.
Why FX risk shouldn't be a coin toss.
Coverage of the 2010 Investment Innovation Conference.
Online debate explores active versus passive approaches.
Examining the impact of capital market liberalisation on the pricing of risks.