Expert Opinion

Finding opportunity in hidden bear markets


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


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?


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?


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


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.