Later this week, United States President Donald Trump and Chinese President Xi Jinping are set to meet at the G20 summit in Argentina. So, what should institutional investors be thinking about? Canadian Investment Review spoke with Andrew Mattock, lead portfolio manager of the Matthews Asia China Strategy. This is a good opportunity for Canadian plan […]
The federal government is asking Canadians to weigh in on a consultation paper that tackles issues related to underfunding, insolvency and pension plans. The topics open for comment include that dividend payments, share redemptions and executive compensation packages could be restricted under the Canada Business Corporations Act if a company has a large pension deficit. […]
Real estate is a good option because it can deliver an attractive stream of income that typically grows with inflation, says Michael Peck, senior vice president and head of Canadian Institutional Investments at Invesco Ltd. However, he says that in Canada, real estate prices are quite high and that there may be limited investment opportunities […]
Whether it’s Black Friday lineups or online shopping on Cyber Monday — investors may be questioning what the rise in online shopping means for brick-and-mortar retail investments. Will Robson, executive director and head of real estate applied research at MSCI Inc., wrote about this topic in a blog post earlier this year based on an […]
When it comes to de-risking and finding opportunities related to climate, PGGM is taking steps to reduce the carbon footprint of its portfolio companies and find new investment opportunities without making concessions on returns, said Eloy Lindeijer, chief investment management member of the executive committee of the Dutch pension fund service provider PGGM. Speaking at […]
A few decades ago, people were concerned about the depleting ozone layer. Then, in the late 1980s, the Montreal Protocol was ratified to phase out ozone depleting substances. Fast forward to today. The ozone hole is shrinking and is expected to completely close by 2060. “That says to me that if you get policy makers, […]
On Nov. 7, 2018, the California State Teachers’ Retirement System (CalSTRS) announced that it will be divesting from two U.S. publicly-held companies that operate private prisons. Then, on Nov. 14, 2018 CalSTRS announced it is part of a coalition representing $4.83 trillion in assets that joined together to promote five principles for a responsible firearms […]
Considering environmental, social and governance factors has traditionally been associated with equities, but demand for ESG in fixed income is starting to outstrip the supply of products available, according to new research by Cerulli Associates focused on Europe. “The inclusion of ESG factors in fixed income is becoming more widespread, with ESG data and ratings […]
Even 10 years after the financial crisis, many Canadian investors still don’t feel secure, according to a new survey by Natixis Investment Managers. More than half (59 per cent) of Canadian investors said they blame market volatility for undermining their ability to reach their savings and retirement goals. This compared to 53 per cent of U.S. respondents and 62 per […]
Seventy per cent of all capital committed to private credit is from institutional investors, according to a recent report by the Alternative Credit Council and Dechert LLP. Jiří Krόl, deputy chief executive officer of the Alternative Credit Council and the Alternative Investment Management Association, says that although private credit is a relatively new asset class, it has been […]