About three-quarters (73 per cent) of global institutional investors have a positive outlook for 2026, according to a new survey from the Ontario Teachers’ Pension Plan. The survey, which gathered responses from 1,270 investors, found 81 per cent of respondents think 2026 will be a particularly good year for private markets despite rising concerns about […]
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 […]
A decision by the Bank of Canada to hold its benchmark interest rate steady at 2.75 per cent could magnify the interest of corporate pension funds to pursue de-risking strategies, says Soami Kohly, fixed income portfolio manager at MFS Investment Management. “We’ve seen [institutional investors] that have been de-risking their portfolio — in other words, […]
The Bank of Canada will require another year of its rate-cutting cycle to absorb the number of resources in the economy that aren’t being used so it can raise interest rates back to a neutral 2.75 per cent position, according to Katherine Judge, director and senior economist of capital markets at CIBC. Delivering the keynote session […]
The global population’s rejection of establishment systems and institutions is resulting in extreme election results following the coronavirus pandemic, said Don Guy, founding partner at GT & Co. Executive Advisors, during a session at the Canadian Investment Review’s 2024 Investment Innovation Conference in November. “During [the pandemic], incumbent governments were being returned. . . . […]
Expected economic headwinds in Canada won’t prevent strong results from equities and fixed income in 2025, according to a new report by the Royal Bank of Canada. Canadian equities will be supported by strong earnings growth expectations and a valuation that isn’t “terribly extended,” compared to the U.S. equity market, said the report. For its […]
The conventional assessment of global risk needs to consider the dynamic correlation between geopolitical and economical risks, said Radhika Desai, professor at the department of political studies and director of the geopolitical economy research group at the University of Manitoba, speaking during a session at the Canadian Investment Review’s 2024 Global Investment Conference in April. […]
With Canadians’ financial priorities shifting alongside a turbulent economic climate, including inflation levels not seen in decades and a never-ending rise in the cost of living, it isn’t surprising capital accumulation plan members’ commitment to retirement savings is taking a hit. Benefits Canada’s 2023 CAP Member Survey found just 41 per cent of respondents rated […]
In the wake of Russia’s invasion of Ukraine, institutional investors are increasingly factoring geopolitical risks into portfolio construction, according to John Bai, senior vice-president and chief investment officer at NEI Investments, during a 2023 economic outlook seminar hosted by the Canadian Pension and Benefits Institute on Wednesday. “All of a sudden, geopolitical risks went from […]