More than half (59 per cent) of global institutional investors have yet to discuss artificial intelligence with their managers, according to a new survey from Coalition Greenwich. The survey, which polled more than 100 institutional investors, found two-fifths (42 per cent) of asset owners have had conversations with some or all of their investment managers […]
Evolving expectations, a shifting interest rate environment and the need to manage increasingly large asset bases for performance and for national and societal impact are transforming how and where institutional investors allocate capital, according to a new report by the Boston Consulting Group. It found in 2024, sovereign wealth funds and public pension funds accounted […]
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 Canada Pension Plan Investment Board is asking fellow institutional investors to consider the impact of artificial intelligence in investees’ labour patterns beyond a productivity improvement perspective, says Jon Webster, senior managing director and chief operating officer at the CPPIB. In a new report, the investment organization said institutional investors stand at the forefront of […]
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 […]
Responsible investments account for 71 per cent of the total assets under management by Canadian institutional investors, according to a new report from the Responsible Investment Association. The report, which is based on a survey of Canadian institutional asset managers and asset owners completed between May and July 2024, found the total assets attributable to […]
Canadian fixed income yields are de-coupling from a sharp rise seen in the U.S. market, according to a new report from FTSE Russell. Despite a target interest rate cut of 50 basis points to 3.75 per cent from the Bank of Canada at the end of October, the market witnessed higher Canadian yields in October […]
The ratio of the market value of assets to the projected benefit obligation for a hypothetical benchmark plan changed little for global defined benefit pension plans in the third quarter of 2024, according to a new report by WTW. It found this ratio increased among DB plans in Brazil (0.9 per cent), Canada (1.2 per […]
While an arduous U.S. presidential election cycle may have created some market volatility, any uncertainties among Canadian institutional investors may begin to wane following Donald Trump’s election as the 47th U.S. president on Wednesday, says Ian Riach, senior vice-president and portfolio manager at Franklin Templeton Investment Solutions. “Economics tend to trump politics . . . . […]