geopolitics – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 22 Nov 2024 22:16:07 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 How are political tensions between Canada, India impacting institutional investors? https://www.benefitscanada.com/canadian-investment-review/emerging-global-markets-canadian-investment-review/how-are-political-tensions-between-canada-india-impacting-institutional-investors/ Thu, 31 Oct 2024 15:00:50 +0000 https://www.benefitscanada.com/?p=162006 While political tensions have recently flared between Canada and India, institutional investors are unlikely to adjust their capital allocation to the country, says Partha Mohanram, John H. Watson chair in value investing at the Rotman School of Management at the University of Toronto. “I don’t [have] any indication that you’re going to see any kind […]

The post How are political tensions between Canada, India impacting institutional investors? appeared first on Benefits Canada.com.

]]> CPPIB returns 8% in latest fiscal year, net assets increase to $632BN https://www.benefitscanada.com/canadian-investment-review/cir-news/cppib-returns-8-in-latest-fiscal-year-net-assets-increase-to-632bn/ Tue, 20 Aug 2024 13:00:05 +0000 https://www.benefitscanada.com/?p=159268 The Canada Pension Plan Investment Board reported an eight per cent return in its fiscal year ending March 31, but significantly underperformed the 19.9 per cent return of its reference portfolio. The reference portfolio, made of 85 per cent global equity and 15 per cent Canadian bonds, benefited last year from stock price surges in the […]

The post CPPIB returns 8% in latest fiscal year, net assets increase to $632BN appeared first on Benefits Canada.com.

]]> 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, […]

The post Coverage of the 2024 Global Investment Conference appeared first on Benefits Canada.com.

]]> 2024 Global Investment Conference: Global energy interests posing challenges to institutional investors’ net-zero targets https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-global-investment-conference-global-energy-interests-posing-challenges-to-institutional-investors-net-zero-targets/ Mon, 10 Jun 2024 11:59:47 +0000 https://www.benefitscanada.com/?p=156206 Global powerhouses China and India will continue to heavily bet in oil and gas opportunities due to projected demand, despite the global push for green energy, said John Sitilides, senior fellow for national security at the Foreign Policy Research Institute, during the keynote session at the Canadian Investment Review’s 2024 Global Investment Conference in April. […]

The post 2024 Global Investment Conference: Global energy interests posing challenges to institutional investors’ net-zero targets appeared first on Benefits Canada.com.

]]> 2024 Global Investment Conference: Global risk assessment in need of a change https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-global-investment-conference-global-risk-assessment-in-need-of-a-change/ Mon, 10 Jun 2024 11:51:47 +0000 https://www.benefitscanada.com/?p=156211 The conventional assessment of global risk needs to consider the dynamic correlation between geopolitical and economical risks, said Radhika Desai, professor at the department of political studies and director of the geopolitical economy research group at the University of Manitoba, speaking during a session at the Canadian Investment Review’s 2024 Global Investment Conference in April. […]

The post 2024 Global Investment Conference: Global risk assessment in need of a change appeared first on Benefits Canada.com.

]]> U.S.-China business relationship, private credit shaping investments in 2024: IMCO https://www.benefitscanada.com/canadian-investment-review/research-markets/u-s-china-business-relationship-private-credit-shaping-investments-in-2024-imco/ Tue, 06 Feb 2024 14:00:25 +0000 https://www.benefitscanada.com/?p=151602 The Investment Management Corp. of Ontario believes an increasingly icy dynamic between the U.S. and China could lead to heightened volatility for institutional investors this year, says Nick Chamie, the IMCO’s chief strategist and senior managing director of total portfolio and capital markets. “If we’re no longer zeroing in on maximizing economic efficiency, we’re no longer […]

The post U.S.-China business relationship, private credit shaping investments in 2024: IMCO appeared first on Benefits Canada.com.

]]> Half of global institutional investors believe recession is inevitable: survey https://www.benefitscanada.com/canadian-investment-review/emerging-global-markets-canadian-investment-review/half-of-global-institutional-investors-believe-recession-is-inevitable-survey/ Thu, 07 Dec 2023 16:00:44 +0000 https://www.benefitscanada.com/?p=148410 About half (51 per cent) of global institutional investors believe a recession is inevitable, a sentiment that runs strongest in the U.K. (67 per cent) and North America (62 per cent), according to Natixis Investment Managers’ 2024 outlook survey. The survey, which polled 500 institutional investors in 27 countries, also found among those expecting a […]

The post Half of global institutional investors believe recession is inevitable: survey appeared first on Benefits Canada.com.

]]> World’s 500 largest asset managers’ AUM down 13.7% in 2022: report https://www.benefitscanada.com/canadian-investment-review/research-markets/worlds-500-largest-asset-managers-aum-down-13-7-in-2022-report/ Thu, 02 Nov 2023 15:00:00 +0000 https://www.benefitscanada.com/?p=146283 The value of the total assets under management for the world’s 500 largest asset managers reached US$113.7 trillion as of Dec. 31, 2022, down 13.7 per cent from the previous year, according to a new report by WTW’s Thinking Ahead Institute. In a press release, Jessica Gao, director of the Thinking Ahead Institute, said asset […]

The post World’s 500 largest asset managers’ AUM down 13.7% in 2022: report appeared first on Benefits Canada.com.

]]> Bank of Canada holds key interest rate at 5%, keeps door open to more rate hikes https://www.benefitscanada.com/canadian-investment-review/cir-news/bank-of-canada-holds-key-interest-rate-at-5-keeps-door-open-to-more-rate-hikes/ Wed, 25 Oct 2023 19:00:09 +0000 https://www.benefitscanada.com/?p=145920 The Bank of Canada held its key interest rate steady at five per cent, but hasn’t ruled out future rate hikes as price pressures remain high. “With clearer signs that monetary policy is moderating spending and relieving price pressures, governing council decided to hold the policy rate at five per cent,” said the Bank of […]

The post Bank of Canada holds key interest rate at 5%, keeps door open to more rate hikes appeared first on Benefits Canada.com.

]]> Survey finds 32% of U.S. institutional investors increasing allocations to private assets https://www.benefitscanada.com/canadian-investment-review/alts/survey-finds-32-of-u-s-institutional-investors-increasing-allocations-to-private-assets/ Mon, 23 Oct 2023 13:00:30 +0000 https://www.benefitscanada.com/?p=145677 Nearly a third (32 per cent) of U.S. institutional investors say they plan to increase their private asset allocations over the next two years, primarily due to diversification benefits, lower volatility and the potential to garner higher returns than public markets, according to a new survey by Schroders. The survey, which polled more than 100 […]

The post Survey finds 32% of U.S. institutional investors increasing allocations to private assets appeared first on Benefits Canada.com.

]]>