stocks – Benefits Canada.com

2023 Investment Innovation Conference: Is the 60/40 balanced portfolio strategy still viable for institutional investors?

bmcgovern — Thu, 18 Jan 2024 12:51:21 +0000

Recent challenges to the 60/40 balanced portfolio rule shouldn’t sway institutional investors away from the strategy, said Steve Foerster, professor of finance at Western University’s Ivey Business School, during the Canadian Investment Review’s 2023 Investment Innovation Conference in November. “Regardless of what’s happening now, we don’t want to confuse strategic asset allocation, which is what […]

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Just 39% of women earn $55K or more compared to 67% of men: survey

Sadie Janes — Wed, 07 Jun 2023 13:00:20 +0000

Two-thirds (67 per cent) of North American men say they earn $55,000 or more, compared to just 39 per cent of women, according to a new survey by the Robert Walters Group. The survey, which polled more than 6,000 employees, found 44 per cent of non-binary employees reported feeling underpaid, followed by 40 per cent […]

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Retirement-age employees fear low interest rates, rising inflation will impact retirement income: survey

Jennifer Paterson — Tue, 19 Apr 2022 13:00:59 +0000

More than half (61 per cent) of U.S. employees nearing retirement age believe low interest rates combined with rising inflation will make it difficult to create a retirement income stream that will last their lifetimes, according to a new survey by Global Atlantic Financial Group. It also found a quarter (24 per cent) of survey […]

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A path forward for institutional investors amid market headwinds

mschmit — Tue, 13 Oct 2020 04:02:24 +0000

The impact of powerful trends, including aging populations and growing debt levels in the world’s largest economies, has been somewhat mitigated in recent years by the ongoing involvement of central banks in markets and declining interest rates. However, with rates at historic lows, this is not something that can be relied on over the next […]

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DC plan member education increasingly important: report

mschmit — Wed, 05 Aug 2020 04:38:52 +0000

Defined contribution plan members saw a bounce-back in equity markets in the second quarter of 2020, boosting their gross income replacement ratios from the lows of the first quarter, according to Eckler Ltd.’s latest capital accumulation plan income tracker report. A typical male DC plan member retiring at age 65 at the end of June […]

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Canadian equities were worst hit asset type for fund managers in Q1, report says

mschmit — Wed, 06 May 2020 06:21:24 +0000

Canadian equities were the worst performing traditional asset category in the first quarter, according to a report that sizes up the financial impact of the novel coronavirus pandemic and concurrent decline in world oil prices during the first three months of 2020. The CIBC Mellon report says Canadian equities had a first-quarter median return of […]

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PRI makes recommendations on responsible investing during the coronavirus pandemic

mschmit — Wed, 08 Apr 2020 05:11:22 +0000

When the dust settles from the coronavirus pandemic, what environmental, social and governance lessons will shine through? A recent blog post by Fiona Reynolds, chief executive officer of the Principles for Responsible Investment, pointed to differences between this crisis and the crisis of 2008. “While there are certainly parallels with the global financial crisis just […]

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Canadian DB funds generate second-highest returns in a decade: RBC

mschmit — Thu, 13 Feb 2020 04:33:17 +0000

Canadian defined benefit pension plans posted a return of 14 per cent in 2019, according to the RBC Investor and Treasury Services’ universe. These double-digit returns were the second highest for DB plans in the past decade, bolstered by a surge in equity markets both domestically and around the world. “Over the past 10 years, […]

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Easing trade tensions bode well for emerging market stocks

mschmit — Thu, 23 Jan 2020 11:09:50 +0000

Several factors are pointing to a possible rebound in emerging market stocks this year. Stocks in China and other developing economies notched solid gains in 2019, but lagged the blockbuster market returns delivered by publicly traded companies in the U.S. and other developed economies. The U.S.-China trade war and signs of slowing global economic growth […]

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Finding opportunity in hidden bear markets

mschmit — Wed, 22 Jan 2020 04:44:41 +0000

Global shares, represented by the MSCI world index, ended 2019 at an all-time high. Their robust 9.5 per cent per annum return during the 2010s may come as little surprise given both the starting point, which coincided with the aftermath of the global financial crisis and the extraordinary efforts by central banks to prop up […]

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