“Let me start by pointing out the obvious: the last few years have been exhausting,” said Mina Krishnan, multi-asset portfolio manager at Schroders, during a session on regime shifts at the Canadian Investment Review’s 2023 Global Investment Conference. “We’ve had the [coronavirus] pandemic, the war in Ukraine, the energy crisis and Brexit.” As a result […]
For years prior to the Russia-Ukraine war, there were murmurs about deglobalization as geostrategic tensions grew, nationalism flared worldwide and the coronavirus pandemic stressed global supply chains, said Seth Weingram, senior vice-president and director of client advisory at Acadian Asset Management, during the Canadian Investment Review’s 2022 Risk Management Conference. Since the invasion, that discussion […]
While inflation never materialized after the last financial crisis and the subsequent economic expansion, this time will be different, said Erik Weisman, portfolio manager and chief economist at MFS Investment Management, when speaking at the Canadian Investment Review’s Investment Innovation Conference in November. After the global financial crisis, quantitative easing didn’t generate inflation because the […]