RI Approaches Publicly Available
Almost 85 per cent of investment managers make their overall approach to responsible investment (RI) publicly available and disclose...
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Articles
Written by some of our favourites in the industry.
PWC
- Apr 10
Portfolio Diversity Best Way To Success
Portfolio diversity with downside protection and active management is the best way to find investment success in 2023, says a WTW report....
PWC
- Apr 10
Deflationary Shock Yet To Be Reflected
The deflationary shock from the turmoil in the banking sector in the U.S. and Switzerland has yet to be fully reflected in adjustment to...
PWC
- Apr 10
Canadian ETFs Collect Inflows
Canadian exchange-traded funds (ETFs) saw $7 billion of inflows in March, says a National Bank of Canada report. Fixed income ETFs...
PWC
- Apr 3
Budget Targets Wealthy Canadians
The federal government is moving to raise the minimum tax rate paid by wealthy Canadians and narrowing its focus on the highest earners....
PWC
- Apr 3
Banking Stresses Change Game
The recent stresses in the banking system have been a game changer for central banks, says RBC’s Harbour Group. After last week’s Federal...
PWC
- Apr 3
Active Managers Flex Muscles
Last year’s market environment gave active managers a chance to flex their skills and many of them delivered, says Verus Investments. The...
PWC
- Apr 3
Canada Headed For Mild Recession
Canada is heading into a mild recession as elevated borrowing costs, a downturn in the U.S., and persistent inflation dial up the...
PWC
- Apr 3
Smaller PE Managers Face Tough Environment
Smaller private equity (PE) managers faced a tough fundraising environment last year as investors gravitated to larger, well-known firms...
PWC
- Apr 3
Activists Misunderstand How Targets Work
Activist investors often don’t do well because they tend to misunderstand how their targets work, says a study in the Yale Law Journal....
PWC
- Apr 3
Confidence On Crypto Opportunities Increases
Professional investors are increasingly confident on investment opportunities in the crypto and digital asset sector over the short and...
PWC
- Mar 27
Global Demand For Oil To Grow
“We will be consuming oil for the rest of our lifetimes,” says Eric Nuttall, senior portfolio manager at NinePoint Partners. In the...
PWC
- Mar 27
Fed Changes Stance On Rate Hikes
Aligned with the consensus, the Federal Open Market Committee (FOMC) delivered a 25 basis point rate hike, along with a statement that...
PWC
- Mar 27
Wishful Thinking Drove January Rally
Upon reflection, it appears that the January rally can be attributed in large part to a collective sense of wishful thinking, says Beutel...
PWC
- Mar 27
Allocations To Alternatives Jump
Capital allocations to alternative investments by global asset managers jumped to about $144 billion in 2022 from about $130 billion in...
PWC
- Mar 27
Sentiment Dampens For PE Industry
Uncertainty in the economy, coupled with inflationary and interest rate pressures are dampening sentiment in the Canadian private equity...
PWC
- Mar 27
Systemic Credit Event Now Top Concern
Worries about a systemic credit event have surpassed concerns about high inflation, the Bank of America's ‘March Global Fund Manager...
PWC
- Mar 27
Exit Environment Key Concern
The exit environment has become the key concern for venture capital (VC) investors, says Preqin in its ‘Investor Outlook: Alternative...
PWC
- Mar 27
Global Warming Plan Insufficient
Current plans to address global warming are insufficient, but there are "multiple, feasible and effective options," says a report from a...
PWC
- Mar 20
60/40 Can Deliver Returns
There are several reasons investors can expect a 60/40 portfolio to deliver better potential returns and lower volatility in 2023 and...
Felix Narhi
New Ball, New Game: The Role Of Liquid Alternatives In Balanced Portfolios
In the cult classic film ‘The Big Lebowski,’ Jeff Bridges plays The Dude whose life is thrown into disarray when his beloved rug is...
Anthony Faiella
Ontario Farmland – The Undiscovered Alternative
After four decades of benefiting from the decline in interest rates and the tailwind it provided the standard 60/40 portfolio, investors...
Peter Volny & Linda Goddard
The Road Less Traveled: Portugal and Galicia
We visited Lisbon and Porto many years ago, but had never seen the rest of Portugal so our mission over five weeks was to see as much as...
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