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Canada’s DB pension plans post 9.2% return in 2020

Despite market uncertainty due to the coronavirus pandemic and a turbulent U.S. presidential election cycle, Canadian defined benefit pension plans ended the year with near double-digit gains, according to a report by the Royal Bank of Canada’s Investor & Treasury Services. Amid the once-in-a-century crisis, market returns in 2020 for retirement assets were 9.2 per […]

  • By: Staff
  • February 1, 2021 February 1, 2021
  • 15:00
Institutional investors facing inflation risk, ESG opportunities in 2021

While institutional investors are facing headwinds from unexpected inflation and geopolitical realignment in 2021, the coming year will also see rebounds for corporate earnings and equities, according to two new research papers from Mercer. “Non-stop social and technological change has increased at a rate as exciting as it’s bewildering and COVID-19 has resulted in an […]

  • By: Staff
  • December 16, 2020 April 23, 2021
  • 15:00
Could a rough road ahead in 2021 help active managers?

What do global institutional investors expect in the coming year? It’s not a rosy picture. According to Natixis Investment Managers’ annual institutional investment outlook, just 12 per cent of institutional investors surveyed said they believe global gross domestic product will bounce back to pre-coronavirus pandemic levels by the end of 2021. Meanwhile, 79 per cent […]

Vaccines providing an injection of hope for institutional investors

While there’s still a period of uncertainty ahead, the deployment of coronavirus vaccines is already having a positive effect on markets, according to a webinar hosted by FTSE Russell on Wednesday. In November, the global and U.S. equities markets saw double-digit returns following vaccine announcements by pharmaceutical firms Pfizer Inc., Moderna Inc. and AstraZeneca, said […]

Vaccine news a shot in the arm for value investing

Now is the time for institutional investors to buy value, small cap and cyclical stocks and hold steady while the economy builds back, says Bill Callahan, an investment strategist at Schroders. Indeed, energy and financial sector stocks saw gains Monday as investors are rotating from growth and large cap stocks after Moderna Inc. released data […]

Will Canadian capital markets disappoint investors in 2020?

While a recession may not be likely, institutional investors can expect dampened performance in many capital markets heading into 2020, according to Bill Yun, executive vice-president at Franklin Templeton’s multi-asset solutions business, at an event in Toronto on Tuesday. Forward-looking expectations for capital markets from Canadian government bonds to emerging market equities are all in […]

Will pensions survive another round of quantitative easing?

When central banks took on the challenge of saving a drowning global economy during the 2008 financial crisis, pension plans appeared to have plenty to be thankful for. However, as the U.S. Federal Reserve and the European Central Bank embark on their latest round of monetary stimulus, these policy changes mean pension plans are now […]

  • By: Staff
  • December 10, 2019 November 30, 2020
  • 09:00
What global growth headwinds are investors focusing on?

Depressed bond yields are stoking institutional investor concerns over global growth prospects for the coming year. “We’ve seen a similar pattern across the world,” said Alec Young, managing director of global markets research at FTSE Russell, in a webinar on Tuesday. Alongside struggling yields, other leading economic indicators, including U.S. manufacturing data, have markets increasingly worried. However, […]

Are investor portfolios structured to withstand a market correction?

With the recent, global move to coordinated central bank easing, the industry has been talking about whether we’re creating a financial bubble. On Aug. 12, CNN published an article with the headline, “Central bank rate cuts are inflating a cheap money bubble,” while Bloomberg published an article with a similar headline on April 3: “Fed […]

  • August 20, 2019 November 11, 2020
  • 09:45
Are institutional portfolios prepared for the next market tumble?

Institutional portfolios have been tilted towards growth assets as they’ve reached for higher returns during the bull market of the last decade. But as the business cycle continues to stretch, it’s a prudent time to consider downside protection measures. Wylie Tollette, executive vice-president and head of client investment solutions for Franklin Templeton’s multi-asset solutions business, […]