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 […]
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 […]
Defined benefit pension plan sponsors can improve their performance and risk assessment by closely evaluating the connection between assets and liabilities, said Jason Malinowski, chief investment officer at the Seattle City Employees’ Retirement System, during the Canadian Investment Review’s 2024 Investment Innovation Conference. This is “because the portfolio return that changes your asset value is […]
The U.S. economy has already sustained a soft landing, according to Michael Arone, chief investment strategist and managing director at State Street Global Advisors, during the Canadian Investment Review’s 2024 Investment Innovation Conference. The U.S. economy saw 4.9 per cent annualized growth in gross domestic product in the third quarter of 2023, he said, highlighting […]
The distinction between correlation and causation can help institutional investors determine better factors for investment decisions, according to Steve Foerster, a finance professor at Western University. Speaking during the Canadian Investment Review’s 2024 Investment Innovation Conference, he said a confusion between the two terms and their part in investment stories is impactful. “When it comes to […]
While U.S. institutional investors have slightly increased their allocations to diverse-managed funds, more than 95 per cent of their capital commitments remain concentrated in non-diverse managed funds, according to a new report by the National Association of Investment Companies. It found overall, institutional investors’ allocations to diverse-managed funds increased from 7.6 per cent in 2012 […]
Expected economic headwinds in Canada won’t prevent strong results from equities and fixed income in 2025, according to a new report by the Royal Bank of Canada. Canadian equities will be supported by strong earnings growth expectations and a valuation that isn’t “terribly extended,” compared to the U.S. equity market, said the report. For its […]
While global pension plan sponsors’ assets grew by 10 per cent to reach US$63.1 trillion in 2023, this value is still five per cent lower than in 2021, according to a new report by the Organisation for Economic Co-operation and Development. It found this growth was largely attributed to gains in equity markets last year […]
The average funded position of defined benefit pension plans in Ontario was 121 per cent in the third quarter of 2024, down just two per cent from the previous quarter, according to a new report by the Financial Services Regulatory Authority of Ontario. It attributed this decrease to a drop in discount rates from the previous […]