Expert panel: Unclear road ahead for institutional investors in 2022
As has been the case for the past couple of years, we’re ending 2021 with as many questions as answers. On the surface, economic conditions…
Latest news in Janet Rabovsky
Institutional investors taking closer look at Bitcoin, gold amid inflation fears
Almost 16 months since the global coronavirus pandemic was first declared, there’s now yet another thing for institutional investors to worry about — the possibility…
- By: Janet Rabovsky
- June 29, 2021 July 8, 2021
- 09:00
Cryptocurrency exchange failure highlights due diligence in investment decisions
As with any new investment, there are always risks that have to be carefully weighted before proceeding. The recent failure of cryptocurrency exchange QuadrigaCX (QX)…
- March 5, 2019 January 20, 2021
- 08:30
Is it a good time for plan sponsors to revisit value investing?
Many institutional investors include value-oriented equity strategies in their portfolio to provide protection during declining equity markets. But not all value strategies are created equal, as…
- December 18, 2018 January 12, 2021
- 08:00
Revisiting the case for investing in emerging market equities
Last year, I wrote about emerging market equities and whether their time had finally come. Should investors be considering an allocation to the asset class,…
- September 25, 2018 September 13, 2019
- 08:30
Trans Mountain deal highlights issues with infrastructure investments
The recent Trans Mountain pipeline transaction has highlighted the often polarizing discussion around infrastructure projects, raising questions such as who should own them, how much…
- June 11, 2018 September 13, 2019
- 15:34
Are investors becoming cautious around private debt?
With global growth improving, interest rates continued to increase in 2017, particularly in Canada and the United States. Many believe the U.S. Federal Reserve will raise…
- March 13, 2018 September 13, 2019
- 08:30
Why the investment industry needs to reconsider how it measures success
Investors make decisions every day about how to allocate the monies entrusted to them, including choices which asset classes, which markets and which managers to…
- November 28, 2017 September 13, 2019
- 08:30
Commercial mortgages an increasingly attractive investment option
While fads usually refer to fashion, food, music and even hairstyles, we don’t often talk about them in the context of investments. Right now, however, mortgage investments…
- September 11, 2017 September 13, 2019
- 14:02
Smaller plans need more investment solutions to vary the asset mix
For years, Canadians have faced calls to invest overseas given the narrowness of the Canadian equity market and the relatively small proportion of global gross…
- June 13, 2017 September 13, 2019
- 08:00
Why emerging market equities deserve a fresh look
Investors have long had a fascination with emerging markets and their prospect for higher growth rates, leading to a variety of investments in everything from bonds and…
- March 3, 2017 September 13, 2019
- 09:00
Canada should make more infrastructure deals available given success so far
Infrastructure has been a hot topic over the past few years, with Canadian pension funds already considered investment leaders in the area amid solid returns…
- January 3, 2017 September 13, 2019
- 09:04
Balancing risk and reward in strategic asset allocation
One of the most important decisions a plan sponsor can make is determining the amount of risk it’s willing to take in order to achieve…
- October 13, 2016 September 13, 2019
- 09:15
Private debt a good option for bond refugees
The investment industry likes to coin a new term, an heuristic, for each economic and market event. It referred to the BRIC countries to describe…
- August 5, 2016 September 13, 2019
- 11:20
A look at key considerations around hedging foreign investment exposure
The reduction of a home-country bias, especially in equities, and an increase in the percentage of non-market-correlated strategies in investment portfolios are two prominent investment themes…
- May 26, 2016 September 13, 2019
- 09:30
Why Canadian investors are stuck in their own Groundhog Day
In the 1993 movie Groundhog Day, the main character, Phil Connors, played by Bill Murray, is doomed to repeat February 2 over and over again until…
- April 4, 2016 September 13, 2019
- 09:27
Dismal start to 2016 signals more challenges ahead
The New Year is often greeted with enthusiasm and optimism. Not so 2016, which appears to be more of the same – volatile equity markets,…
- January 20, 2016 September 13, 2019
- 08:42
Co-investments in alternatives to boost portfolio returns
There has been much discussion about the move away from reliance on the equity risk premium towards other drivers of risk and return. For many…
- December 1, 2015 September 13, 2019
- 10:45
Strong equity returns of the past unlikely to continue
The forecast for global growth has yet again been downgraded, this time by the International Monetary Fund (IMF) to 3.3%, the slowest pace of growth…
- August 7, 2015 September 13, 2019
- 10:46
Get investment beliefs out on the pension committee table
Companies that sponsor pension plans often empower a pension or investment committee to provide oversight and management of the investment arrangements.
- May 13, 2015 September 13, 2019
- 10:06
An important development for sustainable investment
In Ontario, the regulator recently made it a requirement effective Jan. 1, 2016 for pension funds to disclose whether environmental, social and governance (ESG) factors…
- March 6, 2015 September 13, 2019
- 12:08
Bond yields: Lower for longer
For years, we have all been saying that interest rates must increase, that they can’t remain at historically low levels, and that the bull market…
- November 18, 2014 September 13, 2019
- 12:12
Principled investing
Recently, the news has been dominated by stories of National Football League (NFL) players being arrested for assault, domestic violence and a series of other…
- October 9, 2014 September 13, 2019
- 12:35
Trends in infrastructure investing
Since the early 2000s, private infrastructure investing has gathered interest from institutional investors. This trend continues to accelerate as governments can no longer afford to…
- August 25, 2014 September 13, 2019
- 10:44
Market fever
It’s hard to pick up a newspaper without someone referencing the fact that many stock markets are at their all-time highs. The S&P 500 Index…
- July 17, 2014 September 13, 2019
- 10:47