Increased dispersion and fragmentation in the global economy is creating opportunities for institutional investors in 2026, according to a new report by the International Forum of Sovereign Wealth Funds. The report, which collected responses from long-term institutional investors representing more than $53.8 trillion in assets under custody at State Street Corp., found investors are more […]
A return to pragmatism created a rebounding effect for Canadian equities in 2025, says Jesse Forster, senior analyst in market structure and technology at Crisil Coalition Greenwich. In preparing a report summarizing the performance of the Canadian markets in 2025, Forster says he found support for organic growth in equities thanks to maintenance flow and […]
The universe of defined benefit pension managers’ pooled funds posted a median return of 1.5 per cent before management fees in the fourth quarter of 2025 and 11.8 per cent for the full year, according to a new report by Telus Health. Major stock market indices provided strong performances in Q4 even though the macro […]
The de-globalization movement is the latest trend pushing emerging markets to increase collaboration with one another, says Indrani De, head of global investment research at FTSE Russell. After U.S. President Donald Trump announced global tariffs in April 2025, uncertainty around global trade began to increase and analysts expected emerging markets would be severely impacted, she […]
The OPSEU Pension Trust is reporting a 4.2 per cent net investment return in 2025, according to its latest year-end report. As at Dec. 31, 2025, the plan remained fully funded for the 17th consecutive year. Over the longer term, the fund reported a five-year annualized return of 6.3 per cent and a 10-year return […]
The Ontario Teachers’ Pension Plan achieved a 6.7 per cent net investment return as at Dec. 31, 2025, resulting in a total investment income of $18.5 billion. The investment organization’s total net assets increased to $279.4 billion at the end of last year, compared to $266.3 billion in 2024. The Ontario Teachers’ said the plan […]
Private equity has played a diversifying role in the portfolios of institutional investors but the asset class could be showing signs of concern. Most outlooks show a landscape of companies slowing down their initial public offerings and mergers and acquisitions in favour of staying private for longer. A report from BlackRock Inc. indicated investors are […]
The Healthcare of Ontario Pension Plan achieved a 7.7 per cent net return at the end of 2025, resulting in a net investment income of $9.7 billion, according to its latest investment report. The investment return pushed the net assets of the investment organization to $132 billion, up from $123 billion at the end of […]
The Canadian financial system showed resilience amid a volatile 2025 marked by increased economic uncertainty, according to the latest systemic risk committee report by the Canadian Securities Administrators. It found trade conflict slowed down economic activity, but economic growth exceeded earlier expectations. Indeed, Canadian investments are facing a variety of external risks impacting long-term outlooks, […]
Despite the ongoing geopolitical and economic volatility that marked 2025 and will continue to shape 2026, institutional investors are taking a measured approach and viewing their portfolios through a long-term lens. “You can indicate those risks, but it’s not going to change the way we invest — it’s just an added risk,” says Jennifer Shum, […]