New research from the EDHEC-Risk Institute warns of the risk of new forms of alternative-weighted equity indexes seriously underperforming traditional cap-weighted indexes.
After four consecutive months in the red, resource-heavy equity funds in Canada offered healthy gains at 2.4% in July, finds Morningstar Canada.
It’s a happy Canada Day for Canadian equities. According to the latest Investment Manager Outlook, by Russell Investments, Canadian investment managers are shining a favourable…
Although markets were up during the first quarter of 2012, unabated volatility continues to leave investors undecided whether it’s time to buy or sell.
The investment climate is looking rosier, according to a survey by Canada’s Venture Capital & Private Equity Association (CVCA). According to the research, carried out…
Strong equity market performance boosted U.S. institutional investments in the first quarter of 2012, reports Northern Trust.
Despite lackluster performance in March, the majority of equity funds in Canada posted gains for the first quarter of 2012, according to preliminary performance numbers…
Russell Investments has appointed Clarivest Asset Management LLC as a sub-adviser for the Russell Canadian Equity Pool and the Russell Canadian Equity Fund. ClariVest will…
Concerns about new regulations did not do much to slow institutional activity in flow equity derivatives last year, but a lack of conviction on the…
It’s the time of year when investment experts get busy writing commentaries and fashioning forecasts. With one eye on the road ahead, and the other…
While market observers still appear to be evenly split between bulls and bears, most would agree that it is not perfectly clear as to whether…
Falling asset values and low interest rates conspired to pull down the average funding ratio of Canadian pension funds in 2009, according to research by…
Contrary to suggestions by naysayers, the global private equity industry weathered the great recession rather stoically, and is now poised to see a marked increase…
The vast majority of Canadian investors don’t know a large portion of their retirement income can be generated from investment growth, according to a survey…
For an asset class largely held for patient, long-term returns, private equity is turning out to be as volatile on a monthly basis as the…
Third quarter returns on U.S. and international equities were up for institutional investors, but the assumed credit premium over fixed income yields fell, resulting in…
After a rocky end to 2008 and a tumultuous market environment through Q1 2009, individual and institutional investors worldwide are examining their portfolios closely—assessing losses,…
After a difficult year of deal inactivity and portfolio writedowns, the global private equity market may be stirring once again. Global stock market gains in…
While the active versus passive asset management debate typically revolves around equity funds, the latest Standard & Poor’s Index Versus Active (SPIVA) report out of…
Surging equity markets have lifted Canadian pension plan assets by 9.5% over the past three months, according to a recent survey from RBC Dexia. The…
The next 18 months look promising for those willing to sit tight and hold on to their equities allocations, says CIBC chief economist Avery Shenfeld.…
Canadian pension funds are breathing a little easier lately thanks to marginal but steady improvements in equity returns and bond prices, according to Mercer’s Pension…
In the process of revamping its portfolio, the Norwegian pension fund, Buskerud Fylkeskommunale Pensjonskasse, has dismissed a global equities manager and a fixed income manager.…
For years, Canadian investors could count on two certainties: first, fixed income as an asset class did not draw too much attention; second, the relative…
Many plan sponsors have employed passive-core and active-satellite investment portfolios. Under this approach, the passive-core generally is a passive multi-asset (or balanced) portfolio, while the…