Keyword: geopolitics

63 results found
Interest rates, trade progress buoy pension plan’s funded status in Q4

The funded status of Segal Group Inc.’s model multi-employer pension plan increased three per cent in the fourth quarter of 2019, according to a new report by the actuarial firm. During the quarter, the funded status of the hypothetical plan rose from 92 per cent to 95 per cent. However, this compares to 98 per cent during […]

  • By: Staff
  • February 27, 2020 November 12, 2020
  • 15:15
What lies ahead for pension funds in 2020?

Institutional investors are grappling with historic levels of geopolitical tension, with multiple pain points contributing to a shifting macroeconomic landscape. But amid the whooshing sounds of headlines, quickly forgotten with the arrival of the next tweet, Canada’s pension plans are eyeing trade, interest rates and, ultimately, investment fundamentals, no matter which hashtags are trending. “Within […]

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The recent publication of the U.S.-China trade deal and the final macroeconomic numbers for 2019 should set the stage for healthy economic performance and stronger market sentiment in China in 2020. But the risk of a return to tense relations between Washington and Beijing looms over 2021 and beyond. President Donald Trump appears to believe […]

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Just as the outlook for the global economy had been brightening in recent months, a new threat has suddenly emerged in the form of the viral outbreak in China. That was the cautionary message that Chairman Jerome Powell delivered Wednesday after the Federal Reserve held interest rates low after its latest policy meeting. Speaking at […]

Will emerging Asia outperform against an improving global backdrop?

With the global economy recently experiencing some significant tailwinds, will that backdrop be enough to push emerging markets, especially Asian economies, to outperform? Signs of stabilization are peeking through, with central banks acting as the key heroes by providing stimulus, said Eric Lascelles, chief economist at RBC Global Asset Management Inc., in a webinar on […]

Were market reactions to U.S. tensions with Iran a flash in the pan?

When news hit that the U.S. military had carried out an attack that killed Qasem Soleimani, the major general of Iran’s Islamic Revolutionary Guard Corps, institutional investors watched as markets saw something of a flight to safety. Gold is currently hovering near a five-year high. Brent crude spiked to close to US$71 off the back of the […]

Global stock markets took another hit Monday while oil and gold prices surged in response to the escalating tensions in the Middle East following the U.S. killing of Iran’s top general. The death of Qassem Soleimani in a U.S. drone strike has heightened geopolitical risks for financial markets, including concerns about potential disruptions to the […]

Global institutional investors sober as markets rally: survey

Despite continued strong markets, global institutional investors are apprehensive about what 2020 has in store, with more than half of survey respondents saying they think the next global financial crisis will hit within one to three years, according to a new survey by Natixis Investment Managers. The survey, which polled 500 institutional investors, including 145 […]

  • By: Staff
  • December 4, 2019 November 12, 2020
  • 15:45
What headwinds do stocks face going into 2020?

While public equities appear to be holding steady, at least for the moment, certain longer-term indicators could give institutional investors cause for concern. “Growth is not at risk and inflation is nowhere to be found. And those two factors are likely to push central banks to become complacent,” says Florian Ielpo, head of macroeconomic research at Unigestion […]

Canadian DB plans return median 1.7 per cent in Q3

Canadian defined benefit pension plans posted a median 1.7 per cent return in the third quarter of 2019, down from 2.7 per cent in the previous quarter, according to the latest RBC Investor and Treasury Services’ universe. In comparison to the same quarter last year, the returns represent an improvement, with DB plans posted a meagre […]

  • By: Staff
  • November 5, 2019 November 12, 2020
  • 15:00