The Canada Pension Plan Investment Board is creating a new joint venture alongside Cyrela Brazil Realty to explore opportunities in the Brazilian real estate market. The two partners have established an investment target of $400 million, primarily to develop residential condominiums in São Paulo. In a press release, Ricardo Szlejf, managing director and head of […]
The performance of global real estate investment trusts was halved to 4.6 per cent in 2024, largely attributed to tentative discourse by the U.S. Federal Reserve on the direction of interest rate cut policy, according to a new report from Hazelview Investments. It found the continued demand for senior housing in North America and the […]
In the search for market-beating returns, institutional investors are facing a shifting geopolitical landscape, ongoing questions about monetary policy and the impact of climate change. At the 2024 Investment Innovation Conference on Nov. 12-14 in Vancouver, B.C., leading academics and industry figures reckoned with the aftermath of the highly anticipated U.S. presidential election and provided […]
Following a surprising U.S. presidential election, both major political parties are facing a realignment of priorities, said Lew Lukens, senior partner at Signum Global Advisors, during the keynote session at the Canadian Investment Review’s 2024 Investment Innovation Conference. Lukens was surprised by Donald Trump’s win in November since he projected the democratic candidate Kamala Harris […]
Quantitative strategies are proving to be a powerful tool for diversification in fixed income portfolios, offering portfolio managers access to new sources of alpha while enabling efficient decision-making, according to Patrick Duplessis, fixed income portfolio manager at Trans-Canada Capital Inc. Speaking at the Canadian Investment Review’s 2024 Investment Innovation Conference, he described quantitative strategies as rules-based, […]
The investment world is using insufficient methods to deal with long-term development challenges, which are impeding our ability to realize environmental, social and governance goals globally, said John Gilmore, investment analyst and portfolio manager at Martin Currie, part of Franklin Templeton, during the Canadian Investment Review’s 2024 Investment Innovation Conference. Despite the sustainable development goals […]
Canadian spending per household trends show the country’s economy is experiencing a recession, said Stephen Poloz, former governor at the Bank of Canada and a special advisor at Osler, Hoskin & Harcourt LLP, during a session at the Canadian Investment Review’s 2024 Investment Innovation Conference. Consumer spending numbers have declined around two per cent for […]
Institutional investors are putting China’s dominance as an emerging market under consideration at a time of economic uncertainty for the country typically known as a staple in the investment category. The uncertainty stems from several structural issues, such as the combination of an ageing population, high debt levels and weak fiscal status for local governments, […]
When investment managers combine the inside view with the outside view, they make better decisions when it comes to choosing equities, according to Peter Stournaras, head of the integrated equity group at T. Rowe Price Group Inc., during the Canadian Investment Review’s 2024 Investment Innovation Conference. “The combination of the two is better than either individually,” he […]
Despite the fact most geopolitical shocks can cause serious social and emotional damage, they have less of an impact on stock returns than many investors realize, according to Seth Weingram, senior vice-president and director of client advisory at Acadian Asset Management, during the Canadian Investment Review’s 2024 Investment Innovation Conference. Indeed, when examining the market’s average […]