A tight labour market will have to loosen up in order to help reduce inflation rates, said Ilan Kolet, institutional portfolio manager at Fidelity Investments, during the Canadian Investment Review’s 2023 Risk Management Conference. In 2022, inflation severely impacted the dynamic between stocks and bonds leading to a painful year, he said. “[Inflation] increases the correlation between […]
Supply and demand are outweighing the negative impacts that interest rates are having on real estate in the short term, according to Vikram Rajagopalan, senior managing director at Trez Capital, during the Canadian Investment Review’s 2023 Risk Management Conference. Canada and the U.S. are experiencing population booms, he said, noting the Canadian government’s plan to […]
The days of Canadian institutional investors dismissing domestic opportunities for international ones may be over, according to a new research note. In the note, Ian de Verteuil, managing director of equity, markets research and global markets at CIBC Capital Markets, predicted pension funds in Canada have ended a period of shifting their assets to international […]
As institutional investors become increasingly interested in assets supporting the energy transition, they must evolve their assessment processes in order to meet new standards, according to experts. When the Public Sector Pension Investment Board was determining an official strategy around green assets, the team worked to develop a category it calls transition assets — those […]
Canadian institutional investments in India could cool down if escalation between the two countries continues, according to a trade and investment lawyer. John Boscariol, a partner with McCarthy Tétrault LLP, says Prime Minister Justin Trudeau’s serious allegations last week, accusing the government of India for being involved in the fatal shooting of a Sikh leader in […]
North American institutional investors raised $749.7 billion, nearly half (49 per cent) of the $1.53 trillion total private capital raised globally between the second half of 2022 and the end of May 2023, according to a report by Preqin. It found the weakest period for deal activity since the start of the coronavirus pandemic was […]
Since joining the real estate investment arm of the Caisse de dépôt et placement du Québec in 2017, Michèle Hubert has held many titles — five, to be exact. “My career is much more consistent than that makes it sound,” says Hubert, Ivanhoé Cambridge’s chief operating officer. “I’ve always been involved in strategy and I’m […]
Investments in office real estate, as a part of total transaction activity, declined by 20 per cent in North America and 50 per cent in Europe and Asia-Pacific in 2022, according to a new report by TD Global Investment Solutions. It found while global office transaction cap rates rose over the past year, private asset […]
Institutional investors are opening the door to the self-storage category to find some relief from a turbulent year in real estate. According to data published in July by the National Association of Real Estate Investment Trusts, self-storage is leading a pack of real estate categories disrupting the balance from traditional options in real estate investments […]
The Ontario Municipal Employees’ Retirement System is reporting a total fund net return of 3.1 per cent for the six-month period ended June 30, 2023. The 12-month total fund net return was 7.8 per cent, while net assets totalled $127.4 billion, an increase of $7.9 billion over the last year, according to a press release. […]