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.
The Pennsylvania-based investment management company, Vanguard, has opened a Canadian arm—Vanguard Investments Canada Inc. “Extending our reach to the Canadian market in a significant way is an important step in the development of our global business,” said Vanguard chair and CEO William McNabb. “Although Canada has a very well-developed asset management market, we believe our […]
Have you considered replacing a portion of your Canadian equity allocation with a global diversified natural resources strategy? Pier 21 Asset Management has launched a new strategy with an impressive guarantee that might coax plan sponsors into adjusting their portfolios. The Pier 21 Global Resources Strategy reflects the true complexity of global resources sectors and […]
Canadians are among the most confident in the world regarding performance of their domestic stock markets, according to the Franklin Templeton Global Investor Sentiment Survey. But despite that trust, most lack a financial plan for retirement. Results from the survey of more than 13,000 individuals in 12 countries found 43% of Canadian think Canada’s markets […]
Liquidity flows into emerging markets as the receding economic tide continues to expose the financial system of the developed world. From a macro-economic perspective, the U.S. and Europe are beset by low growth relative to the rest of the global market, said Jeffery Urbina, principal of William Blair & Company, a Chicago-based investment firm. “In […]
The litany of ignoring global diversification warnings is familiar to any student of portfolio management. With Canada representing less than 5% of global equity markets, it’s only fitting that investors diversify globally to find best-in-class companies no matter where they’re located. Of these, emerging and developing economies account for 85% of the world’s population and […]
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 […]