With travel to the U.S. becoming anxious, if not risky, for many Canadians, employers are facing the prospect of employees refusing to travel south of the border. But can employers require employees to do so, and do employees have a basis on which to refuse? “My advice to employers is not to assume that employees […]
Canadian equities played a role in strengthening the resiliency of institutional investors’ portfolios amid a volatile 2025, says Garey Aitken, managing director and head of Canadian equities at Franklin Templeton’s ClearBridge Investments. Indeed, Canadian equities provided a welcome surprised with overperformance, a consistent reason for positive results in pension index reports throughout the year. “Not […]
Democratic nations are facing a host of monumental challenges, including a shifting world order, the rapid spread of misinformation, an aging population and a rapidly warming world. Time is of the essence for Canada to mitigate the impacts of these mega trends, said Andrew Coyne, political journalist with the Globe and Mail, in the keynote […]
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 […]
Eddy Ng remembers 2020 as a landmark year for diversity, equity and inclusion as the corporate world responded to the public outcry that followed the murder of George Floyd. Within months of that tragic event, the largest companies in the world had publicly committed an estimated $50 billion towards racial justice measures, while professional networking […]
The cost of doing business under the current U.S. administration is getting more expensive and uncertain, said Cliff Kupchan, chairman at Eurasia Group, during the keynote session at the Canadian Investment Review’s 2025 Global Investment Conference. Firms are operating under an increasingly uncertain investment climate in the U.S., he said, noting many of his organization’s […]
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 […]
Amid a new cycle of market volatility caused by U.S. tariffs, institutional investors are facing a dilemma when selecting active or passive management strategies for their public equities portfolios, says John Wilson, founding principal, co-chief executive officer and managing partner at Ninepoint Partners LP. “People are looking for strategies that offer lower correlation to give […]
An U.S. investment manager’s decision to open a Canadian office could pave the way for multinational employers to consider the safety of transgender employees in the U.S., says one expert. In a note to investors last month, Aristides Capital LLC founder and managing member Claire Brown, who is currently based in Ohio, confirmed she won’t […]
Under unprecedented economic volatility, institutional investors are leaning on diversified asset mixes that are less reliant on public markets, says Claude St-Laurent, principal of pension and savings at Normandin Beaudry. He notes institutional investors are more frequently pushing beyond traditional equities and bonds to incorporate real estate, infrastructure and other alternative assets. Indeed, in the […]