Keyword: global economy

212 results found
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 […]

Pension funds set to increase private equity allocations: survey

The majority (79 per cent) of pension fund and private equity professionals expect their passive private equity allocations to either stay the same or increase in 2020, according to a new survey by Torys LLP. Pension funds, in particular, cited competition for new investment opportunities (65 per cent) and pressure from limited partners to provide co-investment […]

Is ‘offence the best defence’ for investors in current economic environment?

The investment industry has been talking a lot about our position in the economic cycle and our proximity to a recession. In fact, I wrote about it last year with respect to interest rates and the economy. The current situation remains somewhat tenuous, with ever-present geopolitical tensions, rising populism (and hence protectionism), slowing global economic growth, monetary […]

  • January 21, 2020 November 12, 2020
  • 08:30
Is innovation causing accessibility, timing issues for private drug plans?

Pharmaceutical companies and private payers can interact in different ways to ensure the right drugs are getting to the right patients, according to Kathy Sotirakos, senior manager of market access and private insurance at Amgen. Real world evidence will help inform better decision-making from a predictability and outcomes perspective, she said during a panel at […]

Geopolitics ranked top risk for pension funds: survey

Investors are waiting for some of the conflicts causing global uncertainty to be resolved. But will they get their wish in 2020? “We’re entering the year, the decade, on pretty unstable footing,” said Dawn Desjardins, vice-president and deputy chief economist at the Royal Bank of Canada, during the keynote session at the Canadian Investment Review’s 2019 […]