emerging market – Benefits Canada.com

AIMCo sees ‘silver lining’ to higher inflation, interest rates

Gideon Scanlon — Thu, 23 Feb 2023 17:00:30 +0000

Marlene Puffer, chief investment officer of the Alberta Investment Management Corp., believes many public market asset classes are under-priced as a result of inflation and interest rate hikes in 2022. “The persistent rise in inflation caught many central banks off guard, forcing them to undertake the most aggressive interest rate hiking cycle seen in decades,” […]

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Majority of institutional investors expecting recession, stagflation challenges in 2023: survey

lbailey — Mon, 12 Dec 2022 14:00:15 +0000

While the vast majority (85 per cent) of institutional investors believe the economy is in a recession or will enter a recession next year, two-thirds (65 per cent) think stagflation is the bigger risk ahead, according to a survey by Natixis Investment Managers. The survey, which polled 500 institutional investors across the globe, found more than half […]

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Trusteed pension funds’ assets valued at $2.27TN in Q4: Stats Can

lbailey — Tue, 21 Jun 2022 13:00:11 +0000

The market value of assets held by Canadian trusteed pension funds increased 4.2 per cent to $2.27 trillion in the fourth quarter of 2021, up from $2.18 trillion in the previous quarter, according to new data from Statistics Canada. Within trusteed plans, public sector assets grew five per cent to $1.78 trillion, accounting for 78 per cent […]

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IMCO launching second structured pool of assets

lbailey — Tue, 02 Mar 2021 05:00:35 +0000

The Investment Management Corp. of Ontario is launching its second structured pool of assets, the IMCO Global Public Equity pool, valued at $17.3 billion. Read: IMCO launching first structured pool of assets The investment manager launched its first structured pooled fund in November 2020. “In a short period of time, IMCO has made tremendous progress on our […]

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Challenges and opportunities of investing in Brazil

mschmit — Thu, 29 Aug 2019 04:39:20 +0000

When investing in Brazil, what considerations should institutional investors keep in mind? And how can the market fit into a pension portfolio? One issue to watch is pension reform, said Heather Hagerty, a research analyst at Fidelity Investments, during the Canadian Investment Review’s podcast “Pension Passport.” “Brazil is one of only a small number of […]

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How can institutional investors capture South Korea’s next wave of growth?

mschmit — Mon, 26 Aug 2019 05:38:53 +0000

Looking at South Korea today, it’s hard to believe the country was one of the world’s poorest just a few decades ago. But since the 1960s, its economy has been growing quickly. “In fact, from the mid-1960s to the mid-1970s, it had one of the highest growth rates in the world, and at times in […]

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How to gain EM exposure through developed market stocks

mschmit — Fri, 12 Jul 2019 05:16:44 +0000

Direct exposure to emerging market equities may not be the best way to capture the growth potential of those economies. Instead, investors looking for the advantages of emerging market exposure should consider achieving it through holding companies based in developed economies that do business with emerging markets, according to a paper by Joon Woo Bae, […]

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Is exposure to Chinese bonds becoming the norm?

mschmit — Thu, 18 Apr 2019 04:38:50 +0000

At the start of April, the Bloomberg Barclays Global Aggregate Index started including Chinese bonds. “Adding China to a benchmark global bond index – with two more global indexes likely to follow suit – will attract many investors to China’s domestic bond market, some for the first time,” said Kenneth Ho, managing director and head of Asia credit strategy […]

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FTSE Russell launches multi-asset index series

mschmit — Mon, 15 Apr 2019 06:17:28 +0000

FTSE Russell has built a series of customizable multi-asset indexes. The FTSE Multi-Asset Composite Index series will focus on measuring cross-asset market performance over a number of regions including the U.S., Europe, China as well as other emerging markets. The series was built in response to demand from clients for methods to measure multi-asset performance with more accuracy […]

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How emerging markets can address the retirement challenge

mschmit — Thu, 04 Apr 2019 05:34:12 +0000

Emerging markets are facing a retirement crisis that arguably far outweighs that of the countries comprising the Organization for Economic Co-operation and Development, according to a research paper by Nadeem Ahmed Jeddy, executive director of Pakistan-based Magnus Investment Advisors Ltd. The number of people 65 and older in emerging markets is nearly double those in […]

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