U.S. equities – Benefits Canada.com

CPPIB returns 3.6% in fiscal Q2 2025, net assets increase to $675.1BN

bmcgovern — Fri, 15 Nov 2024 20:00:59 +0000

The Canada Pension Plan Investment board is reporting a 3.6 per cent return for the second quarter of its latest fiscal year, according to its latest quarterly report. As of Sept. 30, 2024, the CPPIB’s net assets totalled $675.1 billion, up from $646.8 billion at the end of the previous quarter. It reported a 10-year […]

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City of Montreal navigating volatility driven by global equities

bmcgovern — Fri, 11 Oct 2024 12:54:36 +0000

As institutional investors’ results expectations continue to expand at a rampant speed, Errico Cocchi doesn’t want to get lost in overcomplicated investment trends. “At the end of the day you want to buy something that’s going to grow, that’s well managed and that has a good valuation,” says Cocchi, head of pension investments and debt […]

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Average Canadian DB pension plan returns 1.1% in Q2 2024: reports

bmcgovern — Wed, 07 Aug 2024 13:00:56 +0000

The average Canadian defined benefit pension plan posted a median return of 1.1 per cent in the second quarter of 2024, according to a new report by RBC Investor Services. The report, which tracks performance and asset allocation across Canadian DB plans, also found that the plans saw a return of 4.4 per cent for […]

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Pension funds end Q4 2023 with positive results driven by equities, fixed income: report

bmcgovern — Tue, 05 Mar 2024 14:00:06 +0000

Stocks and bonds helped pension funds find positive results in the fourth quarter of 2023, according to the performance universe of pension managers’ pooled funds from Telus Health. The report is based on a universe of fund managers overseeing approximately $470 billion in assets under management, including $230 billion in pension fund assets. Read: Average Canadian […]

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2023 Defined Benefit Investment Forum: How quality investing can help plan sponsors navigate uncertain markets

bwolfe — Wed, 24 Jan 2024 12:57:36 +0000

A quality investing strategy has some of the same benefits of a well-made pair of sneakers, said Ranjit Sufi, managing director and head of institutional services for Aristotle Capital Management, during a fireside chat at the Canadian Investment Review’s 2023 Defined Benefit Investment Forum in December. For Sufi, the importance of quality dates back to […]

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2023 GIC coverage: New market regime shining on international equities

Gideon Scanlon — Tue, 06 Jun 2023 11:56:39 +0000

“There’s a new market regime in 2023,” said Justin Thomson, chief investment officer and head of international equity at T. Rowe Price, during the Canadian Investment Review’s 2023 Global Investment Conference. “It’s characterized by higher trend inflation, rates normalization, liquidity withdrawals, de-globalization and elevated volatility.” While he said he expects these conditions will encourage equity […]

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2022 DBIF coverage: 2023 market insights and DB plan portfolio positioning

Gideon Scanlon — Mon, 19 Dec 2022 12:59:29 +0000

Consensus expectations for U.S. inflation and interest rates in 2023 are overly optimistic, said Robert Forsyth, head of SPDR exchange-traded funds strategy and research at State Street Global Advisors SPDR, during a session at the Canadian Investment Review‘s 2022 Defined Benefit Investment Forum. “Our view is that the futures market is still pricing in an […]

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Expert panel: Weighing the benefits, pitfalls of investing in Canadian equity

Gideon Scanlon — Thu, 22 Sep 2022 16:00:18 +0000

Why should defined benefit pension plans invest in Canadian equity markets at all? It’s a question many DB plan sponsors began asking themselves in the mid-1990s. At that time, the federal government removed foreign content limitations on pension plans and again, later, when it made similar changes for individual registered retirement savings plans. These regulatory […]

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Canadian DB pension plan assets down 8.8% in Q2: report

Gideon Scanlon — Thu, 28 Jul 2022 13:00:10 +0000

The median Canadian defined benefit pension plan’s investments declined 8.8 per cent during the second quarter of 2022, according to a new report by Northern Trust Canada. The report draws from the Northern Trust Canada universe, which tracks the performance of Canadian DB plans. It also found the median plan’s investments were down 14.5 per cent […]

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Canadian institutional investors’ losses reach 4.61% in Q1: report

Gideon Scanlon — Tue, 10 May 2022 17:10:45 +0000

Canada’s institutional investors saw assets decline by 4.61 per cent in the first quarter of 2022, according to the BNY Mellon Canadian master trust universe. With respect to non-traditional asset classes, real estate delivered the highest performance, with a quarterly median return of 4.65 per cent. Among traditional asset classes, Canadian equities performed best. During the […]

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