2022 Global Investment Conference – Benefits Canada.com

2022 GIC coverage: Navigating the winds of global change

Gideon Scanlon — Mon, 30 May 2022 13:00:38 +0000

As a member of the Southern Africa Committee, a group that organized international pressure on South Africa’s apartheid regime, Joe Clark learned the value of keeping embassies open. “If you shut your embassy down, you’re taking away your own ears, your own vision,” said the former prime minister of Canada, speaking during the keynote session […]

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2022 GIC coverage: A look at diversification opportunities as inflation rises

Gideon Scanlon — Mon, 30 May 2022 12:58:25 +0000

King Midas’ gold-heavy investment portfolio wasn’t built for long-term growth, rather as an effective hedge against long-term inflation. “The 150-year real return of gold has been plus 0.2 per cent, so it’s not a very attractive asset from a long-term perspective,” said Inigo Fraser-Jenkins, co-head of institutional solutions at AllianceBernstein, during a session at the […]

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2022 GIC coverage: Using robust research strategies to reveal market opportunities

Gideon Scanlon — Mon, 30 May 2022 12:57:14 +0000

Robust research on emerging trends can reveal much about future market opportunities, said Joe Faraday, director, international equities at Baillie Gifford, during his session. “I want for us all to be thinking about the growth waves – that’s the growth topic that really interests and excites us… Ultimately, it’s all about trying to ride growth […]

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2022 GIC coverage: Theory versus reality in low-volatility investing

Gideon Scanlon — Mon, 30 May 2022 12:55:17 +0000

“We all know the basic premise — that assets with more risk should generally be compensated with higher returns. The more risk you take, the more return you should expect. The empirical reality is that isn’t really true,” said Treacy, an institutional portfolio manager at Fidelity Investments Inc., during his session. He argued that the […]

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2022 GIC coverage: Fixed income markets keeping calm, carrying on amid global uncertainty

lbailey — Mon, 30 May 2022 12:55:03 +0000

With increased market volatility due to Russia’s invasion of Ukraine, central banks in the West looking to tighten monetary policies as the world begins emerging from the coronavirus pandemic and higher, more persistent inflation than anticipated, bond investors are in for a wild ride, said Samantha Klein, lead of institutional business for T. Rowe Price […]

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2022 GIC coverage: Unpacking challenges, misunderstandings around private market allocations

Gideon Scanlon — Mon, 30 May 2022 12:54:43 +0000

In recent years, Canada’s largest pension plans have dramatically increased their allocations to private assets — and smaller plans’ sponsors are taking note. “Investors are confronting capital market expectations for the next 10 or 20 years that look somewhat more modest than what we’ve recently experienced. Many are beginning to pursue larger allocations to private […]

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2022 GIC coverage: What regulatory hurdles are ahead for DeFi?

Gideon Scanlon — Mon, 30 May 2022 12:52:44 +0000

Regulations on emerging decentralized finance technology have proven difficult to enforce, in part because, in the world of self-fulfilling digital contracts, it isn’t always clear which individuals should be held to account. During a session at the Canadian Investment Review‘s 2022 Global Investment Conference in April, Ryan Clements, assistant professor and chair in business law […]

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2022 GIC coverage: A look at the five tenets of alternative investing

Gideon Scanlon — Mon, 30 May 2022 12:49:27 +0000

Groups of people spending decades wandering through deserts may need at least 10 rules to survive, but in the rough-and-tumble world of alternative investing, you only need five. For small to mid-sized institutional investors, building a diversified and high-performing private market program requires the team to follow five basic tenets, said Tarik Serri, senior director […]

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2022 GIC coverage: Embedding DEI into business practice removes blind spots, barriers for institutional investors

lbailey — Mon, 30 May 2022 12:48:24 +0000

Diversity, equity and inclusion is a business imperative that has a direct impact on institutional investors’ overall performance. While investors can have the best strategy and all the capital in the world, human capital is critical to executing the organization’s vision and generating returns, said Sunita Mahant, senior director of legal affairs and head of […]

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2022 GIC coverage: Should pension plans engage or divest from high-carbon assets?

Gideon Scanlon — Mon, 30 May 2022 12:47:37 +0000

To divest or not to divest — that was the question posed by Catherine Ann Marshall, principal consultant at RealAlts Inc, in a panel discussion during the Canadian Investment Review‘s 2022 Global Investment Conference in April. “When it comes to the climate transition, there’s these two basic approaches,” she said. “On one hand, we talk […]

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