As has been the case for the past couple of years, we’re ending 2021 with as many questions as answers. On the surface, economic conditions seem to be improving, at least in Canada. National unemployment dropped to six per cent in November, the economy began to grow again after some coronavirus pandemic restrictions eased and […]
In November, leading public intellectuals, pension leaders and investment experts joined delegates at the Canadian Investment Review‘s 2021 Investment Innovation Conference at the Pillar and Post Inn and Spa in Niagara-on-the-Lake, Ont. During their presentations, the event’s speakers touched on a veritable smorgasbord of topics relevant to defined benefit pension plan sponsors. Despite the breadth […]
“Inflation is here and it has a meaningful impact on portfolios and financial assets,” said Ilan Kolet, an institutional portfolio manager at Fidelity Investments Inc., during a session at the Canadian Investment Review‘s 2021 Investment Innovation Conference. “I don’t think this will be a shock to anyone in the room or online.” Highlighting the most […]
Years before his late-career rebirth as nemesis to former U.S. President Donald Trump, Robert Muller coined a phrase that went down in history among cybersecurity experts. “I am convinced that there are only two types of companies: those that have been hacked and those that will be,” said the then Federal Bureau of Investigation director […]
The Canada Pension Plan Investment Board is pursuing a new strategy that involves investing in businesses with high greenhouse gas emissions and a desire to reduce them. The strategy, which is published in a new report, aims to identify companies committed to creating value by lowering their emissions in a manner that’s consistent with the […]
The Caisse de dépot et placement du Québec is entering a co-investment collaboration targeting ventures in the sustainable energy sector. The three-year agreement between the Caisse and the BP-owned investment firm BP Ventures has already resulted in an investment in Bridge to Renewables Inc., which is developing software infrastructure to enable electric vehicles to interact with […]
Countries with strong social and governance traditions are seeing fewer deaths and more economic stability during the coronavirus pandemic, according to a new report by FTSE Russell. “The analysis shows that investing in [environmental, social and governance] themes has overarching benefits, both for economies and investors,” wrote the report’s researchers. “While it results in more […]
Canada’s largest public pension plans are more heavily invested in private equity than other global public pension plans, according to a new report by British think tank the Official Monetary and Financial Institutions Forum. “What really distinguishes the Canadian model is this large exposure to private equity, which stands out from across the sample, . […]
The Canada Pension Plan Investment Board is entering a joint venture to develop, acquire and manage rental communities in the U.S. The agreement, between the CPPIB and Greystar Real Estate Partners, involves a combined capital commitment of US$840 million. Profits from the joint venture will be unevenly split, with the CPPIB entitled to a 95 […]
Almost three-quarters (73 per cent) of global institutional investors expect interest rates to rise in 2022, according to a new outlook survey by Natixis Investment Managers. Concern about rising interest rates were also reflected in responses to questions about investment decision-making, with 71 per cent of respondents saying they believe the stock market’s current rate […]