What’s the next big trend in fixed income (FI) investing? “The big issue for bonds right now,” says Dave Makarchuk, a partner with Mercer who leads the investment consulting business for Western Canada, “is that many plan sponsors believe rates will rise soon, so they’re tending to put off investing more in longer-duration bonds. However, […]
While pension plan sponsors continue to use their fixed income (FI) assets primarily to meet liabilities, there’s been an unmistakable shift over the past few years in the types of FI holdings found in Canadian plans. Many are moving away from the “vanilla” government bonds that have typically made up the majority of FI portfolios […]
Rethinking asset allocation: John Power.
Watch this video Global equities and fixed income mandates are on the rise. Interviewed at the Global Investing Conference hosted this spring by Canadian Investment Review, Adam Bomers, director of investments and research solutions with Aurion Capital, gives his thoughts on the trends he is seeing in this space.
Market cap isn't the right measure anymore.
Coverage of the 2010 Investment Innovation Conference.
The losses underscore the extra risk in the longest-maturity bonds if the economy recovers faster than investors expect...
Although risk is growing, UBS Investment Management believes the U.S. economy will struggle on without actually slipping into negative growth. UBS is still favouring credit sensitive sectors for the incremental income they offer compared with the Treasury agency sector. According to UBS’s September fixed income update, the attractiveness of bonds is having an abrasive effect […]
Coverage from the current online debate on Fixed Income.
Liquidity in an illiquid world.