Institutional investors are at the forefront of an infrastructure overhaul expected to be worth more than $100 trillion, which will be crucial for global energy transition plans, according to a report by IFM Investors. It found over the next three decades, investments in infrastructure equity funding for renewable energy and climate change adaption methods will […]
During a panel at the Canadian Investment Review’s 2024 Global Investment Conference in April, three key thought leaders representing defined benefit pension plan sponsors shared their views on investment trends and challenges in developed and emerging markets. Investing in emerging markets brings a slate of challenges for investors, said Jean-Christophe Lermusiaux, (pictured centre) managing director of […]
Environmental, social and governance standards have helped investors generate positive annualized returns, with environmental investments leading the pack globally, according to a new study from Amundi Asset Management. The study reviewed the annualized financial returns of long-short portfolios designed with a broad ESG theme and a more specialized approach in North America, Europe, China, India, […]
The Caisse de dépôt et placement du Québec is investing in telecommunications provider Cogeco Communications Inc. The investment organization will now hold $350 million worth of capital in the Quebec-based firm after purchasing a block of shares owned by Rogers Communications Inc. Cogeco Communications provides internet, video and telephone services in Quebec, Ontario and 13 […]
Rising incomes and technological change in the emerging economies present considerable investment opportunities for investors with longer-term horizons. Investments in emerging markets weren’t spared the impacts of the global coronavirus pandemic. But the ongoing crisis has had uneven effects, with economies and sectors reporting widely-varying results while revealing important lessons for investors in 2021 and […]
While many drivers can influence stock market returns, it turns out the time of the day may play an important role. In particular, the four hours around the time Asian markets close and European markets open account for the entire market returns when looking at E-mini S&P 500 futures, according to the paper by Dmitriy […]
The Ontario Teachers’ Pension Plan is opening a new office in Singapore to enhance its capabilities in Asia Pacific. As of the end of 2019, the plan had more than 30 employees in the region and about $15 billion invested there across public equity, private equity and infrastructure. “Expanding our presence in Asia is critical to […]
Developing economies in Asia will contract in 2020, the first such downturn in nearly 60 years, the Asian Development Bank said Tuesday in an update to its forecasts. The update of the ADB’s outlook estimates the regional economy will contract 0.7 per cent this year, recovering to 6.8 per cent growth in 2021. Conditions could […]
US equities have dominated their global peers over the past decade. As of 30 June, the S&P 500 had returned 14.5 per cent per annum since hitting bottom during the global financial crisis in March 2009 compared to only 7.6 per cent for the MSCI All-Country World ex-USA Index. The outperformance of US shares isn’t […]
The Emerging Markets Private Equity Association is appointing Suyi Kim, head of Asia Pacific at the Canada Pension Plan Investment Board, to its board of directors. “Emerging markets are core to CPP Investments’ long-term strategy,” she said in a press release. “We have been investing in emerging markets for over a decade and currently have […]