Investor insights

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

  • April 17, 2020

    Bank of Canada moves quickly to bolster Canadian funding markets

    Check out the Canadian market news update on the recent Bank of Canada announcement.

  • April 14, 2020

    Getting the most from a corporate bond portfolio

    Read Canadian Investment Review’s summary of SLC Management’s Plan Sponsor Exchange fireside chat on corporate bonds. We discuss the potential benefits of a global approach and dig deeper into how these investments can be swapped back to Canadian dollars to mitigate currency and yield curve risks.

  • March 31, 2020

    Rebalancing and re-risking

    Asset allocation decisions are complicated even in stable markets. Read our latest insights for some options pension plan sponsors can consider around rebalancing and re-risking portfolios in turbulent markets.

  • March 06, 2020

    A do-it-yourself Canadian corporate bond portfolio

    Read Canadian Investment Review’s summary of SLC Management’s Investment Innovation Conference presentation on investment grade corporate bonds. The article looks at challenges in the Canadian corporate bond market and  opportunities outside Canada as investors build their own Canadian corporate bond portfolio.

  • March 04, 2020

    Investor sentiment evolving as virus spreads

    February 2020 saw the spread of the coronavirus enter a new phase. South Korean and Italian hot spots emerged and countries around the world went on high alert. Almost 50 countries have now reported at least one infection within their borders.

  • January 27, 2020

    Markets are too complacent over the risk of inflation

    By Peter Cramer, Senior Portfolio Manager, Insurance Asset Management

    After years of modest price rises, investors have become immune to inflation risk and are increasingly unwilling to pay the insurance premium to protect their portfolios. A return of above-target inflation could cause a sudden spur of volatility.

  • January 23, 2020

    Asset TV’s 2020 Fixed Income Outlook Masterclass

    New year, new decade. What does this mean for fixed income investors? In December, experts discussed the U.S. fixed income investment landscape in 2019, and how it impacts the opportunities and market outlook heading into 2020.

  • January 10, 2020

    Global outlook for 2020

    By Dec Mullarkey, Managing Director, Investment Strategic Research & Initiatives, SLC Management

    A tumultuous year for geopolitics in 2019, but risky assets held up. Expect more of the same in 2020.

  • November 19, 2019

    Commentary: For plan sponsors, derivatives shouldn’t be a dirty word

    By Timothy Boomer, Head of Client Solutions, SLC Management

    For many investors, derivatives are often associated with excessive risk taking. This likely stems from the way that investors have historically used derivatives to try and enhance returns by leveraging up risk exposures.

  • November 13, 2019

    Fixed income – a compelling place to take active risk

    Much has been written about the trend towards passive management and it has merits in many market segments, particularly those where the opportunity to add value is limited. However, we believe there are a number of structural reasons for favouring an active approach within investment grade fixed income allocations.