Expert Opinion

What is the biggest risk when it comes to investing in China?  


I am optimistic about China’s medium-term economic prospects, within the context of gradually slower year-over-year growth rates. This optimism is based largely on the continuing ...

Five things to consider when hiring (or firing) a portfolio manager


Historically pension funds and other investors have tended to select investment managers based on their recent investment performance. This can lead to a pension fund ...

Playing defence when it comes to investment governance


In the world of pensions, endowments and foundations, members of governing boards and investment committees are trusted with oversight of pools of capital with significant ...

Using cheap stimulus to increase investor sentiment in China


With just a modest boost to credit, the Chinese government succeeded in strengthening investor sentiment and stabilizing real economic activity during the first quarter of ...

What’s dominating CIO conversations with asset owners?


With a challenging backdrop to the current investment landscape, certain topics are continually resurfacing when chief investment officers speak with asset owners. The conversation is dominated by ...

Contex Group Inc.