emerging markets – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Mon, 15 Jul 2024 20:34:28 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Coverage of the 2024 Global Investment Conference https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/coverage-of-the-2024-global-investment-conference/ Mon, 10 Jun 2024 12:00:01 +0000 https://www.benefitscanada.com/?p=156425 On April 10-12, the Canadian Investment Review hosted a group of delegates, including defined benefit plan sponsors, asset managers and academics, in Alberta for the 2024 Global Investment Conference. The three-day conference kicked off with a deep dive into key geopolitical risks affecting international trade that will have reverberations in global and regional investment strategies. As well, […]

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]]> 2024 Global Investment Conference: How institutional investors can re-think active management to add value, generate alpha https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-global-investment-conference-how-institutional-investors-can-re-think-active-management-to-add-value-generate-alpha/ Mon, 10 Jun 2024 11:55:21 +0000 https://www.benefitscanada.com/?p=155798 An active manager only adds value for clients through three distinct ways: interpreting information through their research and decision-making, the way they manage risk through their portfolio construction and the way they engage as active owners in the businesses they’re invested in, said John Chisholm, investment director of global and international equities at Schroders, during […]

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]]> 2024 Global Investment Conference: Institutional investors finding opportunity in Japan’s equity market resurgence https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-global-investment-conference-institutional-investors-finding-opportunity-in-japans-equity-market-resurgence/ Mon, 10 Jun 2024 11:52:42 +0000 https://www.benefitscanada.com/?p=155841 Japan’s equity market is a growth jurisdiction once again, said Olga Bitel, partner and global strategist at William Blair, during the Canadian Investment Review‘s 2024 Global Investment Conference held in April. While this is very much early days for Japan, there are three opportunities on the horizon: an expansion, substantial and real progress in rolling […]

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]]> 53% of world’s largest pension funds say recession is top concern: survey https://www.benefitscanada.com/canadian-investment-review/db-investments/53-of-worlds-largest-pension-funds-say-recession-is-top-concern-survey/ Mon, 04 Dec 2023 14:00:41 +0000 https://www.benefitscanada.com/?p=148117 More than half (53 per cent) of the world’s largest pension funds say the prospect of a global recession is their No. 1 short-term concern and the same percentage expect a recession to take place in the next 12 months, according to a new survey by the Official Monetary and Financial Institutions Forum. The survey, which […]

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]]> Canadian DB pension plans return -1.99% in third quarter of 2023: report https://www.benefitscanada.com/canadian-investment-review/db-investments/canadian-db-pension-plans-return-1-99-in-third-quarter-of-2023-report/ Tue, 07 Nov 2023 14:00:25 +0000 https://www.benefitscanada.com/?p=146400 Canadian defined benefit pension plans generated a median return of negative 1.99 per cent in the third quarter of 2023, according to the BNY Mellon Canadian asset strategy view universe. The universe, which is based on $290.2 billion worth of investment assets in Canadian DB plans, found the one-year median return was 8.01 per cent […]

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]]> Canadian DB pension plans return 1.19% in second quarter of 2023: report https://www.benefitscanada.com/canadian-investment-review/db-investments/canadian-db-pension-plans-return-1-19-in-second-quarter-of-2023-report/ Thu, 10 Aug 2023 15:30:48 +0000 https://www.benefitscanada.com/?p=142017 Canadian defined benefit pension plans generated a median return of 1.19 per cent in the second quarter of 2023, according to the BNY Mellon Canadian asset strategy view universe. The universe, which is based on $300.1 billion worth of investment assets in Canadian DB plans, found the one-year median return at June 30, 2023 was 10.05 per cent, while the […]

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]]> 2022 IIC coverage: Finding differentiated sources of growth and alpha in emerging markets https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2022-iic-coverage-finding-differentiated-sources-of-growth-and-alpha-in-emerging-markets/ Mon, 16 Jan 2023 12:56:36 +0000 https://www.benefitscanada.com/?p=131132 Emerging market economies with strong domestic structural growth stories are likely to thrive in the next 10 years, said Alexis Freyeisen, investment strategist for emerging markets equities at AllianceBernstein, during a session at the Canadian Investment Review‘s 2022 Investment Innovation Conference. “There is a lot of negative press around EM and the media likes to […]

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]]> 2022 Risk Management Conference: Long-term implications of Russia’s invasion of Ukraine for emerging market investors https://www.benefitscanada.com/canadian-investment-review/emerging-global-markets-canadian-investment-review/2022-risk-management-conference-long-term-implications-of-russias-invasion-of-ukraine-for-emerging-market-investors/ Thu, 06 Oct 2022 11:48:06 +0000 https://www.benefitscanada.com/?p=126696 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 […]

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]]> 2022 GIC coverage: Fixed income markets keeping calm, carrying on amid global uncertainty https://www.benefitscanada.com/canadian-investment-review/fixed-income/2022-gic-coverage-fixed-income-markets-keeping-calm-carrying-on-amid-global-uncertainty/ Mon, 30 May 2022 12:55:03 +0000 https://www.benefitscanada.com/?p=121074 With increased market volatility due to Russia’s invasion of Ukraine, central banks in the West looking to tighten monetary policies as the world begins emerging from the coronavirus pandemic and higher, more persistent inflation than anticipated, bond investors are in for a wild ride, said Samantha Klein, lead of institutional business for T. Rowe Price […]

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]]> 2022 GIC coverage: Institutional investors seeking better risk-adjusted returns should turn to emerging market debt https://www.benefitscanada.com/canadian-investment-review/fixed-income/2022-gic-coverage-institutional-investors-seeking-better-risk-adjusted-returns-should-turn-to-emerging-market-debt/ Mon, 30 May 2022 12:50:45 +0000 https://www.benefitscanada.com/?p=120523 Canadian institutional investors should have a strategic allocation to emerging market debt, Ward Brown, fixed income portfolio manager at MFS Investment Management, explained during his session. EM debt has two of the key characteristics needed for a strategic allocation. First, it is a good diversifier because it has low correlations with other assets commonly found […]

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