emerging markets – Benefits Canada.com

53% of world’s largest pension funds say recession is top concern: survey

lbailey — Mon, 04 Dec 2023 14:00:41 +0000

More than half (53 per cent) of the world’s largest pension funds say the prospect of a global recession is their No. 1 short-term concern and the same percentage expect a recession to take place in the next 12 months, according to a new survey by the Official Monetary and Financial Institutions Forum. The survey, which […]

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Canadian DB pension plans return -1.99% in third quarter of 2023: report

bmcgovern — Tue, 07 Nov 2023 14:00:25 +0000

Canadian defined benefit pension plans generated a median return of negative 1.99 per cent in the third quarter of 2023, according to the BNY Mellon Canadian asset strategy view universe. The universe, which is based on $290.2 billion worth of investment assets in Canadian DB plans, found the one-year median return was 8.01 per cent […]

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Canadian DB pension plans return 1.19% in second quarter of 2023: report

Jennifer Paterson — Thu, 10 Aug 2023 15:30:48 +0000

Canadian defined benefit pension plans generated a median return of 1.19 per cent in the second quarter of 2023, according to the BNY Mellon Canadian asset strategy view universe. The universe, which is based on $300.1 billion worth of investment assets in Canadian DB plans, found the one-year median return at June 30, 2023 was 10.05 per cent, while the […]

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2022 IIC coverage: Finding differentiated sources of growth and alpha in emerging markets

Gideon Scanlon — Mon, 16 Jan 2023 12:56:36 +0000

Emerging market economies with strong domestic structural growth stories are likely to thrive in the next 10 years, said Alexis Freyeisen, investment strategist for emerging markets equities at AllianceBernstein, during a session at the Canadian Investment Review‘s 2022 Investment Innovation Conference. “There is a lot of negative press around EM and the media likes to […]

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2022 Risk Management Conference: Long-term implications of Russia’s invasion of Ukraine for emerging market investors

lbailey — Thu, 06 Oct 2022 11:48:06 +0000

For years prior to the Russia-Ukraine war, there were murmurs about deglobalization as geostrategic tensions grew, nationalism flared worldwide and the coronavirus pandemic stressed global supply chains, said Seth Weingram, senior vice-president and director of client advisory at Acadian Asset Management, during the Canadian Investment Review’s 2022 Risk Management Conference. Since the invasion, that discussion […]

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2022 GIC coverage: Fixed income markets keeping calm, carrying on amid global uncertainty

lbailey — Mon, 30 May 2022 12:55:03 +0000

With increased market volatility due to Russia’s invasion of Ukraine, central banks in the West looking to tighten monetary policies as the world begins emerging from the coronavirus pandemic and higher, more persistent inflation than anticipated, bond investors are in for a wild ride, said Samantha Klein, lead of institutional business for T. Rowe Price […]

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2022 GIC coverage: Institutional investors seeking better risk-adjusted returns should turn to emerging market debt

lbailey — Mon, 30 May 2022 12:50:45 +0000

Canadian institutional investors should have a strategic allocation to emerging market debt, Ward Brown, fixed income portfolio manager at MFS Investment Management, explained during his session. EM debt has two of the key characteristics needed for a strategic allocation. First, it is a good diversifier because it has low correlations with other assets commonly found […]

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Canadian pension returns up during Q4, buoyed by global equities: report

Gideon Scanlon — Thu, 27 Jan 2022 18:20:52 +0000

The median Canadian defined benefit pension plan generated returns of 3.8 per cent in the final quarter of 2021, according to a new report by Northern Trust Corp. The strong performance was driven by a rebound in equity markets during a quarter marred by escalating energy prices and uncertainty about central bank policies. Over the year, […]

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2021 GIC coverage: Finding hidden value in emerging market currencies

Gideon Scanlon — Tue, 09 Nov 2021 11:56:48 +0000

This year has been a difficult one for emerging market currencies, but there are signs that 2022 will give investors reason to be optimistic. “For the first time in 20 years, U.S. growth is outperforming EM growth,” said Fernando Grisales, senior emerging market portfolio manager at Schroders, during his presentation at the 2021 Global Investment […]

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2021 GIC coverage: How institutional investors can use fixed income amid low yields

bwolfe — Tue, 09 Nov 2021 11:55:31 +0000

Despite the low-yield environment, fixed income continues to play an important role for institutional investors looking to make their portfolios work harder in a risk-controlled fashion, said Jeffrey Moore, a portfolio manager at Fidelity Investments Inc., during a session at the Canadian Investment Review’s 2021 Global Investment Conference. “For the bond market to hurt, there needs […]

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