As institutional investors continue to wait for Brexit, will anything change as Boris Johnson becomes prime minister? Mere months ago, the consensus was Britain would most likely manage some kind of deal to accompany Brexit, but Johnson’s harder stance on Europe changes the rules of engagement. “Already, you’re seeing the financial impact,” says Talbot Babineau, […]
Global protectionism appears to be here for the long game. While investors may not want to start playing defence just yet, it might be time to start practicing again. In it’s mid-year outlook, the BlackRock Investment Institute noted risk reduction, including elevating the levels of cash in a portfolio, would be a prudent measure given the […]
If the Canada-United States-Mexico trade agreement goes through it could have a significant impact on the cost of private drug plans. Currently on hold until members of Parliament return to Ottawa after the summer break, the agreement as written would extend the data protection term for biologic drugs to 10 years from the current eight. If […]
With political risk a constant in emerging markets, a quiet year for institutional investors playing in the space doesn’t really exist. “The noise can be triggered by geopolitical shifts, by social tensions or elections,” said Graham Stock emerging market senior sovereign strategist at BlueBay Asset Management, a division of RBC Global Asset Management, during a webinar on […]
With Brexit looming, European investor confidence dipped while North American confidence rose slightly in March compared to February, according to State Street Corp.’s latest global investor confidence survey. Globally, investor confidence rose 0.4 points to 71.3 in March. Confidence in North America rose to 68.3 from 66.2, while it declined in Europe by 7.8 points to […]
After over 30 years in the investment world, Bruce Heyman, former U.S. ambassador to Canada, says he never anticipated he would change careers, but when the opportunity came up to become Barack Obama’s ambassador to Canada it was too good an opportunity to turn down. Heyman says his biggest success as an ambassador was developing […]
With the Democrats taking control of the House of Representatives in the midterm elections, Angus Sippe, portfolio manager at Schroders shares his views on what the election outcomes may mean for investors. “I think that the split congress that was the result has been historically very positive for markets because of the effectively benign outcome on […]
Our interview with Harvard professor, Nicholas Burns.
In an exclusive Q&A, Janice Stein talks about our “hinge moment”
Geopolitical expert to speak at Global Investment Conference.