Keyword: Global economy

206 results found
Plan Sponsor Week: Is it time for bond owners to shift how they view deficits and debt?

While rising government deficits and debt are concerning for many bond owners, they should actually be more concerned that deficits aren’t big enough, said David Bezic, an independent economic consultant, during a session at Benefits Canada and the Canadian Investment Review’s 2020 Plan Sponsor Week in mid-August. Many of the concerns around debt and deficits are founded on […]

Head to head: What shape will global economic recovery take?

As the global economy slogs through one of the most dire situations in living memory, some predict it will bounce right back to its old self, while others aren’t so sure. Janet Rabovsky, independent investment consultant With lockdown restrictions lifting, Canadians are wondering how quickly the economy may rebound. While none of us have a […]

Canadian DB plans see upsurge in second quarter: report

Canadian defined benefit pension plans experienced an upsurge in the second quarter of 2020, posting a median return of 9.6 per cent, according to RBC Investor and Treasury Services’ universe of DB pension plans. After the first quarter’s median return of negative 7.1 per cent, the rally marked the highest single quarter return in the […]

  • By: Staff
  • July 29, 2020 November 12, 2020
  • 15:15
Canadian DB pension plans see rebound off strong equity gains: reports

Canadian defined benefit pension plans recovered some of their losses from the start of 2020 in the second quarter off the back of strong public equity gains, according to the Northern Trust Canada universe. With stimulus spending to tackle the economic impacts of the coronavirus pandemic taking effect in many countries, stock markets rebounded with double-digit […]

  • By: Staff
  • July 24, 2020 November 12, 2020
  • 15:15
Investment implications of a shifting economic outlook

Canadian institutional investors are operating in a landscape that has changed dramatically since the initial market and policy reactions to the coronavirus pandemic. “A lot has changed over the last five to six months,” said Michael Sager, vice-president and client portfolio manager for multi-asset and currency management at CIBC Asset Management Inc., during a webinar hosted […]

Where can pension funds find returns in a low interest rate environment?

Investors were already feeling the pressures of historically low interest rates. Then came the coronavirus pandemic. The Bank of Canada cut its overnight interest rate at the end of March to an all-time low of 0.25 per cent and announced a plan to spend $5 billion per week on Government of Canada bonds. This came […]

IMCO focusing on liquidity, cost-efficiency amid coronavirus crisis

The extent of fiscal and monetary intervention in the economy in response to the coronavirus crisis is likely to lead to deficits unlike anything seen before and result in asset prices faring better over the near term than the overall economy, said Bert Clark, president and chief executive officer of the Investment Management Corp. of Ontario, […]

BCI joins global effort advocating for sustainable capital markets

The British Columbia Investment Management Corp. is aligning itself with other global pension investors by signing a new joint letter calling for long-term sustainability to become a more prevalent concern for corporations and asset managers. The letter was co-signed in early March by three institutional investors — Japan’s Government Pension Investment Fund, the California State Teachers’ Retirement Scheme and […]

  • By: Staff
  • April 27, 2020 November 11, 2020
  • 15:00
Will China come out of pandemic stronger in institutional investors’ eyes?

Even amid the global chaos created by the coronavirus pandemic, China is too big an economy for institutional investors to ignore. A recent report by Greenwich Associates found the two main drivers for China allocations among institutional investors are diversification (54 per cent) and potential for alpha (31 per cent). But just as markets in Europe […]

Tech, health care set to be winning sectors for institutional investors during, after pandemic

While equity markets took substantial hits as the coronavirus pandemic arrived in North America, technology and health-care companies have performed well and are set to be long-term winners for institutional investors. “A lot of the digital transformation themes that we focus on and think about have really been highlighted, as many digital companies are really […]