Expert Opinion

Finding opportunity in hidden bear markets

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Global shares, represented by the MSCI world index, ended 2019 at an all-time high. Their robust 9.5 per cent per annum return during the 2010s ...

ESG tongue-twisters to become everyday language in 2020

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Have you ever noticed that the language of sustainable investment is rife with acronyms? In my opinion, 2020 will see some of the worst tongue-twisters ...

The WeWork Saga: What can institutional investors learn?

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The WeWork saga has been ever-present in financial headlines in recent months. The brief version of the story can be summarized in a few steps: WeWork, ...

Is value investing dead? And what does this have to do with low or negative interest rates?

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Two questions seem to occupy pundits and popular media these days. One is why interest rates are negative and what this means. The other is ...

A Primer on OCIO in the DC world

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The term outsourced chief investment officer, or OCIO, describes a service offering or model, where an institutional investor delegates certain decision-making responsibilities to a third-party ...

Contex Group Inc.