Canadian pension plans have become more global on the equity side over the past decade, but many haven’t crossed the border beyond domestic fixed income strategies. Avoiding global fixed income markets, however, limits the potential for strong risk-adjusted returns over the long term. Underexposure to the wide spectrum of fixed income investments could mean pension […]
Investors looking for a leg up should pay attention to the mood of the Chinese business community four months ago and whether it’s an even or odd-numbered year, according to portfolio managers with Fidelity Investments. In a recent webcast on market volatility, Fidelity’s head of Canadian equities Andrew Marchese and asset allocation director Trevor Greetham […]
The Canada Pension Plan’s (CPP) reserve fund was among the top-performing funds in terms of investment returns during the “boom and bust” era of 2005–2009, but overall global pension fund assets are still below pre-crisis levels, according to an Organisation for Economic Co-operation and Development (OECD) report. The organization’s July issue of Pension Markets in […]
Institutional investment managers have dialed back their expectations for global growth due to concerns that the sovereign debt of Portugal, Italy, Ireland, Greece and Spain (recently referred to as PIIGS) will become a drag on the world economy, according to a survey. Northern Trust Global Advisors’ (NTGA) poll of approximately 90 institutional managers finds that […]
The Olympic ceremonies and games in Beijing serve as a colourful reminder of the diverse opportunities available by taking a more global view to investing. Apparently the audience has been instructed to cheer for all contestants equally. If only investing were that egalitarian! Many years ago, on a visit to Hong Kong, I came across […]