Investor insights

Read what our experts have to say about a wide range of topics that are top-of-mind for institutional investors.

  • June 01, 2019

    Pension plans in Canada: the state of the ESG nation

    We surveyed decision-makers from 50 Canadian institutional pension plans about sustainable investing. While ESG issues remain a hot topic for discussion, not all plans are putting ESG talk into action.

  • June 01, 2019

    Investor Insights with Eugene Lundrigan

    The comment that “rates can’t remain this low for long,” has been heard steadily in fixed income markets for the last 20 years as yields have continued to reach new lows. One case study is Japan, where rates there have been at, near or below zero since the mid-nineties. Today, low rates are a global phenomenon. In order to see a sustained move to higher rates, we need to see both stronger global growth and signs of increased inflation, neither of which appear to be on the horizon.

  • June 01, 2019

    Investor Insights with Michael Andrews

    There is a wide range of alternative fixed income investments in the marketplace, from private fixed income to commercial mortgage backed securities. And depending on the type of investment and the quality of the asset, you can find investments across the risk-reward spectrum.

  • May 13, 2019

    Long-duration investment-grade private credit – a missed opportunity for LDI investors?

    There has been a buzz associated with private credit for some time now. Institutional investors have been turning to this high-profile asset class as evidenced by over $540 billion1 in global private debt fundraising over the past five years.

  • August 20, 2018

    Ten years past the global financial crisis: Lessons learned in fixed income

    With the approaching anniversary of the global financial crisis, an important metric is being reset: the 10-year performance track record. Asset managers will, starting very soon, no longer have 2008 on their 10-year historical performance charts. With its disappearance, an elementary but key gauge of risk management will vanish as well.