Gold, silver and platinum have outperformed several major widely accepted investment indexes over the last 10 years, yet many portfolios ignore this asset category, says a report from Catalyst Equity Research Inc.
For the second time in the last four years and the third time in about a decade, investment/pension committees have to cope with the effects of extreme movement in the market value of their portfolios.
Strong asset returns and no change in liabilities in October drove a 4.7 percentage-point increase in the funded status of the typical U.S. corporate pension plan, according to BNY Mellon Asset Management. The increase, fueled by strong performances in the equity markets, brought the funded status for the typical plan to 74.8%. Year-to-date, the funded […]
Originally from our sister publication, Advisor.ca. As risk aversion continues to haunt equity markets, corporate credit risk looks reasonably good. Despite deleveraging and a prolonged economic decline that threatens to take down companies, investing in corporate bonds might be a worthwhile alternative to equities. With about 10,000 issuers and an increasing number of emerging markets […]
Originally from our sister publication, Advisor.ca. Should investors chisel their portfolios onto granite and wait them out for the long haul, regardless of what happens in the markets on a monthly, quarterly or yearly basis? Or should money managers take a more flexible approach to the way they slice up their clients’ asset class percentages? […]
Mark Twain said, “History doesn’t repeat itself, but it does rhyme.” This is an apt quote for the current market conditions, which continue to cause investors indigestion. Whether you want to call this Credit Crisis II or a continuation of that of 2008, the fact remains that equity markets have fallen substantially in the past […]
More than two-thirds of traders at leading asset management firms around the world are concerned about the impact of high frequency trading (HFT) on the equities market, according to a survey by Liquidnet. Liquidnet’s Institutional Voice Survey polled traders worldwide from Liquidnet’s community of 630 institutional asset management firms. These firms collectively manage equity assets […]
More than eight years have passed since the Joint Forum of Financial Market Regulators released its Guidelines for Capital Accumulation Plans (the “CAP Guidelines”) in May 2004. As more employers choose to sponsor DC pension plans, this may be a good time to take a look at whether the CAP Guidelines have improved investment decision-making […]
In Aon Hewitt’s 2011 Global Pension Risk Survey, Canada is the region most heavily committed to open DB plans, while plan sponsors in the U.K. continue to close or freeze their DB plans at a relentless pace. One would then think that Canada would be a leader in adopting liability driven investing (LDI) strategies in […]
Watch this video The global investment landscape has shifted over the past 10 years in four key ways, says Sebastien Page, executive vice-president and head of the client analytics group for Pimco. The four drivers he lists are: A shift from focusing on data and models to macroeconomic forecasting. A switch from diversifying across asset […]