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Despite several bumps in the decade since the 2008/09 financial crisis, the swift and brutal crash in global equity prices when the coronavirus was declared a pandemic sent pension investors reaching for their playbooks to implement defensive strategies to mitigate the damage. “People have worked very hard at just acting on the set strategies that […]

CPPIB earns 5% net return in fiscal Q2

The Canada Pension Plan Investment Board ended its second quarter of fiscal 2021 with net assets of $456.7 billion, up from $434.4 billion at the end of the previous quarter, according to a new report. The $22.3 billion increase in net assets for the quarter consisted of $21.6 billion in net income after all costs […]

  • By: Staff
  • November 17, 2020 January 19, 2021
  • 09:33
The value of stock selection in a low-return world

Despite this year’s extreme volatility, the past ten years have been an extraordinary time to be an equity investor. This can be seen by looking at the so-called equity risk premium, which is simply the difference between returns on global stock markets and risk-free assets, such as U.S. dollar bank deposits. Over the very long […]

How to make an impact with public equity investments

Impact investing has been a common concept in the private markets space, but now public equity investors can make an impact as well. At its essence, impact investing is investing in assets with the intention of generating both measurable social or environmental impacts alongside financial returns. “It’s a very broad definition, it leaves a lot […]

Are speed bumps in financial markets accomplishing their goals?

With the prevalence of high-frequency trading, some financial market exchange platforms have imposed speed bumps to delay trading orders and slow these traders down. “Of course, the details will be different from exchange to exchange, but basically, they slow down or [they] impose some time lags between the order placement by high-frequency traders and order […]

Companies that cater to the “new normal” of working and shopping from home are rushing to go public. 2020 could turn out to be the best year for the initial public offering market in two decades. Newly public companies have piggybacked on the broader stock market, which made a soaring recovery in spring and summer […]

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Chief financial officers may be over-confident when it comes to investment forecasts, even when they’ve been proven wrong in the past, according to a new paper by researchers at Duke University and Ohio State University. “Senior financial executives’ beliefs of the mean of the distribution of S&P 500 returns are accurate, but they appear to […]

  • By: Staff
  • August 26, 2020 December 6, 2020
  • 08:29
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Former vice-president Joseph Biden will inherit an economy beleaguered by the battle against the coronavirus if he wins the election in November. The recession will influence his legislative priorities in both the short and long term; however, Biden has indicated that he would raise an array of corporate and personal taxes to finance domestic programs, […]

How CN Rail pension, ATRF tackled liquidity as markets crashed

When the coronavirus pushed equity markets off a cliff, Canadian defined benefit pension plans had to mobilize to address a number of concerns. The Canadian National Railway Co. pension recently shifted towards a more defensive investment strategy, said Marlene Puffer, president and chief executive officer for the CN investment division of the company, at a […]

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Health care and consumers staples are sectors that typically perform well, even in moments of market stress. But during the coronavirus crisis, these sectors have provided slightly less downside protection, says Ramiz Chelat, global equities portfolio manager at Vontobel Asset Management. On the consumer staples front, the coronavirus shutdown is impacting consumption outside of the […]