bond market – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 22 Nov 2024 22:16:07 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Average Canadian DB pension plan returns 3.6% in Q1 2024: reports https://www.benefitscanada.com/canadian-investment-review/research-markets/average-canadian-db-pension-plan-returns-3-6-in-q1-2024-reports/ Mon, 06 May 2024 19:00:21 +0000 https://www.benefitscanada.com/?p=155151 The average Canadian defined benefit pension plan posted a median return of 3.6 per cent in the first quarter of 2024, according to a new report by RBC Investor Services. The report, which tracks performance and asset allocation across Canadian DB plans, credited the positive investment return to the strong performance of equities. Read: Average […]

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]]> Value of Canadian equities marketplace drops 10% in 2023: report https://www.benefitscanada.com/canadian-investment-review/research-markets/value-of-canadian-equities-marketplace-drops-10-in-2023-report/ Tue, 19 Mar 2024 13:00:36 +0000 https://www.benefitscanada.com/?p=152330 The total value traded in Canada’s equities marketplace reached $4.2 trillion as at Dec. 31, 2023, a 10 per cent decline from the previous 12-month period, according to a new report by the Canadian Securities Administrators. It found Canada’s equities marketplace faced a challenging market environment in 2023 caused by higher interest rates and tighter […]

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]]> Pension funds end Q4 2023 with positive results driven by equities, fixed income: report https://www.benefitscanada.com/canadian-investment-review/research-markets/pension-funds-end-q4-2023-with-positive-results-driven-by-equities-fixed-income-report/ Tue, 05 Mar 2024 14:00:06 +0000 https://www.benefitscanada.com/?p=152594 Stocks and bonds helped pension funds find positive results in the fourth quarter of 2023, according to the performance universe of pension managers’ pooled funds from Telus Health. The report is based on a universe of fund managers overseeing approximately $470 billion in assets under management, including $230 billion in pension fund assets. Read: Average Canadian […]

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]]> Average Canadian DB pension plan returns 8.4% in Q4 2023: report https://www.benefitscanada.com/canadian-investment-review/research-markets/average-canadian-db-pension-plan-returns-8-4-in-q4-2023-report/ Thu, 08 Feb 2024 14:00:20 +0000 https://www.benefitscanada.com/?p=151636 The average Canadian defined benefit pension plan generated a median return of 8.4 per cent for the fourth quarter of 2023, according to a report by Northern Trust Corp. The report, which tracks DB plans within the Northern Trust Canada universe, found the average Canadian DB plan ended the year with a median 10 per cent return. […]

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]]> Average Canadian DB pension plan returns 8.2% in Q4 2023: report https://www.benefitscanada.com/canadian-investment-review/research-markets/average-canadian-db-pension-plan-returns-8-2-in-q4-2023-report/ Thu, 01 Feb 2024 20:00:51 +0000 https://www.benefitscanada.com/?p=151479 The average Canadian defined benefit pension plan posted returns of 8.2 per cent in the fourth quarter of 2023, according to RBC Investor Services. It found the average Canadian DB plan ended 2023 with a 9.1 per cent return, a significant increase from negative 10.3 per cent in 2022. Read: Average Canadian DB pension plan returns […]

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]]> Mild U.S. recession expected mid-2024, inflation to slow significantly: report https://www.benefitscanada.com/canadian-investment-review/research-markets/mild-u-s-recession-expected-mid-2024-inflation-to-slow-significantly-report/ Wed, 24 Jan 2024 20:00:48 +0000 https://www.benefitscanada.com/?p=151096 Institutional investors could face a mild economic recession in the U.S. at the end of the first half of 2024, according to a new report from Amundi Asset Management. It projected the global economy to grow by 2.4 per cent in 2024, with U.S. growth estimated at just 0.8 per cent, down from 2.4 per […]

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]]> 2023 Investment Innovation Conference: Is the 60/40 balanced portfolio strategy still viable for institutional investors? https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-is-the-60-40-balanced-portfolio-strategy-still-viable-for-institutional-investors/ Thu, 18 Jan 2024 12:51:21 +0000 https://www.benefitscanada.com/?p=149010 Recent challenges to the 60/40 balanced portfolio rule shouldn’t sway institutional investors away from the strategy, said Steve Foerster, professor of finance at Western University’s Ivey Business School, during the Canadian Investment Review’s 2023 Investment Innovation Conference in November. “Regardless of what’s happening now, we don’t want to confuse strategic asset allocation, which is what […]

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]]> Rising bond yields, frontier markets top of mind for institutional investors in 2024: expert https://www.benefitscanada.com/news/cir-news-news/rising-bond-yields-frontier-markets-top-of-mind-for-institutional-investors-in-2024-expert/ Thu, 21 Dec 2023 14:00:43 +0000 https://www.benefitscanada.com/?p=149387 The progression of bonds and frontier markets over the long term will be top of mind for institutional investors in the coming year, according to Andrew Forsyth, senior vice-president of institutional investment services at Franklin Templeton. Fixed income may be in the good graces of institutional investors again as higher bond yields lead the way […]

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]]> Average DB pension plan returns -3.8% in September: report https://www.benefitscanada.com/pensions/defined-benefit-pensions/average-db-pension-plan-returns-3-8-in-september-report/ Tue, 17 Oct 2023 15:00:27 +0000 https://www.benefitscanada.com/?p=145420 The funded position of a typical Canadian defined benefit pension plan increased on a solvency and an accounting basis as of Sept. 30, according to a new report by Telus Health. The monthly index, which demonstrates changes in asset levels for an average pension plan since the beginning of the year, found the average solvency […]

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]]> Canadian equities still ahead of bond market despite early losses in October https://www.benefitscanada.com/canadian-investment-review/public-equities/canadian-equities-still-ahead-of-bond-market-despite-early-losses-in-october/ Tue, 10 Oct 2023 15:00:59 +0000 https://www.benefitscanada.com/?p=144989 Canadian institutional investors are still in a sweet spot with the relationship between stocks and bonds in 2023, despite a difficult start to October for the S&P/TSX composite index, says one expert. At the end of last week’s trading period, the Canadian equities index showed a negative return of 0.72 per cent, leaving the S&P/TSX […]

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