Coverage of the 2014 Global Investment Conference
Canada’s equity market is strong, particularly in the three biggest sectors: financials, materials and energy sectors.
The Government of Canada has successfully issued $1.5 billion in 50-year bonds.
Russell Investments Canada has introduced an inflation-linked bond fund for institutional investors.
Last year, corporate bond issuance in Canada exceeded $100 billion for the first time. On the surface, this milestone would appear to signal the initial phase of crowding out by corporate issuers at this stage of the economic cycle. As an expansion becomes anchored, corporate issuance will dominate the capital markets as businesses look to fund capital expenditures in anticipation of growing demand.
As interest rates rise, investors should rethink their fixed income approach
A survey finds that fund managers are more optimistic about the prospects for equity returns in most markets, while remaining concerned about world growth and medium-term government bonds.
In the end, ETFs show it was all about duration.
Catastrophe bonds make a "very strong investment," says Phil Cook, chief executive officer of Omega Insurance Holdings.
Persistently low interest rates, combined with the threat of a rising rate environment in the not-too-distant future, are causing investors to cast a wider net when constructing fixed income portfolios. But that doesn’t have to mean indiscriminately reaching for yield or taking on unwarranted duration risk.