One academic argues in favour of public equity’s transparency in a volatile economy, while another looks to private equity’s future gains. Yuanshun Li, associate professor, interim chair, finance, Toronto Metropolitan University In today’s climate of persistent inflation, uneven global growth and a recent pivot towards monetary easing, investors are rightly re-evaluating risk. While private equity […]
As institutional investors navigate complex markets and demanding governance requirements, Grace Uniacke, director of alternatives solutions at Russell Investments, suggests they move their portfolios from disconnected compartments towards integrated, connected systems. “This can be done in incremental tweaks, but more so as a structural upgrade to how we design, construct and manage institutional portfolios,” she said during […]
While the role of asset-based lending in an investment portfolio is as a core allocation within the private credit sleeve, it isn’t meant to be opportunistic, according to Alex Preobrazenski, managing director and underwriting and portfolio manager at Cortland Credit, during a session at the Canadian Investment Review’s 2025 Alternative Investment Conference. “You’re not seeking double-digit […]
Alternative assets can maintain institutional investors’ liquidity needs if they generate enough income, but this method is getting expensive, according to Janet Rabovsky (pictured centre), chair of the investment committee at the Teachers’ Pension Plan Corp. of Newfoundland and Labrador. During a panel session at the Canadian Investment Review’s 2025 Alternative Investment Conference, she said […]
Over the past 10 years, several macroeconomic changes, including increased bank regulations, interest rate volatility and the velocity of acquisitions and fundraising, have impacted private equity and private credit dynamics and brought in fund finance as an asset class. Speaking during a session at the Canadian Investment Review’s 2025 Global Investment Conference, Nicolas Delisle, managing […]
In the social media age, it’s easier than ever to lose perspective on events and even institutional investors are susceptible to overreaction amid the avalanche of news and speculation that surrounds the second Trump administration, tensions in the Middle East and shifting market dynamics. But Nick Chamie, chief strategist and senior managing director of total […]
The end of the federal government’s real return bond program will deprive institutional investors and pension plan members of a valuable investment tool that can help protect against inflation, according to a new report by the C.D. Howe Institute. It found a majority of Canada’s largest institutional investors are interested in investing in real return bonds and […]
While real assets are largely absent among the investment options offered by Canadian defined contribution pension plans, they can offer significant long-term benefits to plan members, said Andrew Knox, managing director of Franklin Templeton Investments’ global real assets fund, during a session at Benefits Canada’s 2024 DC Plan Summit in February. “[Defined contribution] investors in […]
On Dec. 6, the Canadian Investment Review hosted its annual Defined Benefit Investment Forum. With the close of a year marred by financial fragility and global discontent, leaders from Canada’s defined benefit pension plan sponsor community gathered to shed light on the challenging economic landscape of 2023 and make informed predictions about the hurdles and opportunities ahead. Here’s what […]
After the simultaneous sell-off of both equities and bonds in the first half of 2022, many defined benefit pension plan sponsors were forced to “pay much more attention to the liquidity profiles of their portfolios” and manage risk by implementing a temporary policy reprieve, halting new investment activity or selling assets in the secondary market, […]