While the global equities market recorded positive returns in the first quarter of 2026, a rebound seen in April was driven by only a few corporations, according to a new report from FTSE Russell. The FTSE all-world index posted a 6.8 per cent return in a quarter defined by the impact of geopolitical uncertainty and […]
The energy market has done a reasonable job of shifting demand amid the strain of increased oil reserve consumption, says Michael Shaw, director and portfolio manager on the Canadian small cap strategy at Franklin Templeton’s ClearBridge Investments. The U.S. and Israel’s ongoing war on Iran, which started at the end of February, has resulted in […]
The funded status of a typical defined benefit pension plan in Canada declined on a solvency basis for the second month in a row, according to a new report by Telus Health. Its monthly pension index found the typical DB plan decreased from 100.7 per cent on Feb. 28 to 98.8 per cent on March […]
The Nursing Homes and Related Industries Pension Plan is reporting an 11.5 per cent investment return in 2025. The Ontario-based target-benefit pension plan confirmed a 100 per cent funded status with its net assets reaching $3.5 billion. The plan’s 10-year average annual return is 8.3 per cent, beating the average return reported by BNY for […]
Canadian institutional investors saw a median return of 0.52 per cent in the first quarter of 2026, according to a new report by CIBC Mellon. The BNY Canadian asset strategy view universe — which includes 63 Canadian corporate, public and university pension plans, as well as foundations and endowment funds representing $337 billion in assets […]
Canadian defined benefit pension plan sponsors are finding portfolio resiliency in an environment challenged by questions about the technology sector in the U.S., says Katie Pries, country executive for Northern Trust Canada. “We saw some impact on technology stocks, we saw that decline and we did attribute that to investors taking stock of some of […]
The typical Canadian defined benefit pension plan posted a median return of 0.4 per cent in the first quarter of 2026, according to a new report by RBC Investor Services. It found Canadian equity allocations returned 3.9 per cent in the quarter, matching the TSX composite index. Energy led sector gains with a 30.1 per […]
Liam O’Sullivan remembers what it was like for fixed income asset managers before technology started taking over. When his firm RP Investment Advisors began doing business in 2009, portfolio managers had to manually look through pricing runs from dealers and write down buying and selling opportunities on the back of an envelope alongside a calculation […]
Canadian institutional investors are planning a major pullback from domestic stocks, with assets expected to shift mainly into global passive equities and alternatives, according to a new report by Crisil Coalition Greenwich. The report, which is based on interviews with more than 140 institutional investors in Canada conducted between February and September 2025, found in […]
The Colleges of Applied Arts and Technology pension plan is reporting a return of 8.4 per cent in 2025. The investment organization’s net assets under management grew to $25.4 billion with a funding reserve of $6.7 billion, up from $23.3 billion and $6.1 billion, respectively, in 2024. During a 10-year period, the plan achieved an […]