Analysis & Research

Is gold really a good hedge for inflation?


Since the mid-1970s, gold prices have increased in periods when investors were concerned about future inflation. Currently, gold prices are near highs comparable to January 1980, ...

How do sovereign bonds differ when it comes to ESG?


Environmental, social and governance factors are highly relevant to fixed income investment outcomes, but integration is complicated by the variety of issuers within the asset ...

Canadian model offers lessons for U.S. public pensions: report


In the wake of the pandemic-related market volatility that battered already challenged public sector defined benefit plans in the U.S., a recent paper by New ...

CFOs overconfident on market predictions: paper


Chief financial officers may be over-confident when it comes to investment forecasts, even when they’ve been proven wrong in the past, according to a new ...

CPPIB highlights four post-coronavirus habits to impact investment portfolios


Four types of new habits and perspectives are expected to define the post-coronavirus era and could impact investment portfolios, according to new analysis by Thinking Ahead, the ...

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