cash flows – Benefits Canada.com

2023 GIC coverage: A look at aviation leasing’s value proposition

Gideon Scanlon — Tue, 06 Jun 2023 11:58:13 +0000

“There are 30,000 jets out there flying around right now,” said James McManus, managing director of Alliance Bernstein CarVal, during the Canadian Investment Review‘s 2023 Global Investment Conference. “That represents equipment value of about $700 billion . . . [and] around $100 billion in annual deal flows in the form of new aircraft deliveries, lease […]

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Markets sending mixed signals leading up to U.S. election

mschmit — Wed, 14 Oct 2020 05:41:24 +0000

With U.S. stock prices exceeding pre-coronavirus highs and credit spreads nearly as tight as before the pandemic, investors are signalling overconfidence in the market, says Rob Almeida, portfolio manager and global investment strategist at MFS Investment Management. While polls and betting odds appear to be favouring a Joe Biden win, that doesn’t align with what […]

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In perfect balance: Different approaches to rebalancing pension portfolios

mschmit — Tue, 01 Sep 2020 03:53:16 +0000

The recent market turmoil caused by the coronavirus crisis has increased the focus on rebalancing decisions for many Canadian pension plans. As certain asset classes outperform others, a portfolio’s asset mix will drift overtime from its long-term targets. To ensure no significant divergence from the target, rebalancing triggers the sale of the strong performing asset […]

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What’s next for infrastructure assets after a rough Q1?

mschmit — Mon, 08 Jun 2020 03:26:08 +0000

With the coronavirus-induced shutdown causing ripples in public and private markets alike, infrastructure assets took a hit in the first quarter of 2020 — and the worst may still be coming. According to data from the EDHEC Infrastructure Institute, infrastructure assets experienced a sharp drop in returns in the quarter. The decline was driven by […]

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Can yield spring eternal?

mschmit — Tue, 17 Apr 2018 04:56:34 +0000

Seasons Change — And So Do Markets

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