While we in the investment industry like to analyze market data and trends, returns over the past five years have been heavily influenced by macro events and policy errors. Some believe that macro events will shape markets and economies over the long term. Therefore, it’s worth identifying these themes so that investors can construct portfolios to take advantage of or avoid a particular theme.
Global bonds in an era of hyperactive monetary policy.
In a period when equities performed better than other asset classes, American DC retirement plan members cut their holdings in domestic equities and increased their investments in fixed income assets in 2012.
Coverage of the 2013 Global Investment Conference
Indices add transparency, could boost ETFs.
Fiera Capital Corp. has purchased UBS Global Asset Management (Canada) Inc.’s Canadian fixed income, Canadian equity and domestic balanced account business, representing assets under management of approximately $8 billion for a cash consideration of $52 million, subject to certain adjustments.
Sun Life Financial has completed the first conversion of an annuity buy-in to an annuity buyout in Canada, according to a news release from the insurer.
While fixed income strategies have long been recognized as good sources of cash flow generation, alternative investments (real estate and infrastructure) and equity strategies are other useful options to help meet the needs of pension plans focused on yield-oriented strategies.
Why Canada tops US for fixed income.
Coverage of the 2012 Risk Management Conference.