Keyword: global economy

210 results found

Since the mid-1970s, gold prices have increased in periods when investors were concerned about future inflation. Currently, gold prices are near highs comparable to January 1980, when concerns about stagflation were prevalent, and to August 2011, during widespread concerns about the impacts of quantitative easing. A new paper by Claude Erb, a retired managing director […]

  • By: Staff
  • September 28, 2020 November 16, 2020
  • 15:15

A majority (79 per cent) of institutional investors see a global economic slowdown as the top threat to their portfolios in the next 12 months, according to a new survey by Schroders. Prompted by coronavirus-related concerns, it’s a big jump from the 49 per cent of respondents that said the same in 2019. Those concerns are also […]

  • By: Staff
  • September 22, 2020 November 17, 2020
  • 15:15

Historically, many institutional investors have been wary of emerging markets despite their growing role in the global economy, but the tide may be shifting, according to new research by Vontobel Asset Management. “In many cases, [institutional investors and discretionary wealth managers’] allocations to emerging market assets have stalled in single figures as a percentage of […]

  • By: Staff
  • September 10, 2020 November 17, 2020
  • 08:30
Is inflation back on institutional investors’ minds?

While massive monetary policy response didn’t drive inflation following the 2008/09 financial crisis, institutional investors are mulling over whether things may be different this time. The global economy has rarely seen such a swift willingness to engage with economic calamity on both monetary and fiscal levels, says Erik Weisman, chief economist and fixed income portfolio manager at MFS […]

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 […]