The challenging questions for institutional investors going into the last months of 2018 will be how much further global trade tensions will rise and the subsequent impact on economic growth, company profits and inflation, according to Russell Investments latest market outlook. As well, further action on the part of the U.S. Federal Reserve will be a […]
Last year, I wrote about emerging market equities and whether their time had finally come. Should investors be considering an allocation to the asset class, which theoretically offers the promise of higher returns driven off demographic trends? I think it’s a worthwhile topic to revisit, while also providing an overview of investor behaviour since that time. As […]
Canada rose two spots to No. 9 among 43 countries in Natixis Investment Managers’ 2018 global retirement index. The modest rise in Canada’s ranking is attributed to improving economic conditions and environmental factors, according to the report, which also points to several factors — low interest rates, growing levels of public debt, aging populations and […]
The Canada Pension Plan Investment Board is investing in the WestConnex toll road project in Sydney, Australia. The pension fund is part of a consortium that bid upon and took ownership of a 51 per cent stake in WestConnex for about $8.75 billion. The CPPIB will hold a 20.5 per cent interest of this stake. […]
eSports could be the next big growth sector, drawing the attention of institutional investors, according to a new report by Greystone Managed Investments Inc. The sector includes competitive video-gaming companies, as well as streaming services because they target both those who play the games and people who watch others play them as entertainment. The firm noted […]
The Caisse de dépôt et placement du Québec has purchased 5.84 million additional shares in SPIE, a European multi-technical services provider. The investment, which totals more than $151 million, is in addition to shares the Caisse has been adding to since 2011, bringing its total investment in the company to more than $422 million. Read: Caisse posts […]
The Canada Pension Plan Investment Board is making an additional investment in the Goodman China Logistics Partnership, bringing its total equity commitment to US$5 billion. The partnership, established in 2009 with multi-national property firm the Goodman Group, set out with the purpose of developing logistics properties in key gateway cities in mainland China. Since inception, the portfolio has grown […]
The Canada Pension Plan fund returned a modest 1.8 per cent in the first quarter of fiscal 2019. It ended the quarter, on June 30, 2018, with net assets of $366.6 billion, compared to $356.1 billion at the end of fiscal 2018. The $10.5 billion increase in assets for the quarter consisted of $6.6 billion […]
Nearly half (48 per cent) of investors disagree with the MSCI’s recent decision to add 230 Chinese A-share, large-cap equities to its broad emerging market index, according to new research by the Asian Corporate Governance Association. Overall, the report examined the state of corporate governance in China, a long-standing barrier for including the country’s companies as […]
The Alberta Investment Management Corp. is investing $140 million in Brazilian private equity firm IG4 Capital’s FIP Iguá, the controlling shareholder of water and sewage holding company Iguá Saneamento. Following the investment, IG4 Capital will remain the controlling shareholder of FIP Iguá, which holds an 84.2 per cent stake in Iguá Saneamento. Read: CPPIB, AIMCo team up with industrial […]