While the traditional markets of asset-based finance, such as mortgages and automobile loans, are mature, the non-traditional ones, such as point-of-sale transactions and home improvement loans, are offering investment opportunities, says John Withrow, principal at AB CarVal, part of AllianceBernstein’s private alternatives business. Speaking during a session at the Canadian Investment Review’s 2025 Global Investment Conference, […]
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 […]
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 […]
Seasons Change — And So Do Markets
Six principles for managing credit risk in volatile times