Expert Opinion
Navigating a slow growth market environment
BY Bert Clark, CEO, the Investment Management Corporation of Ontario | November 11, 2019
Navigating a world of low government bond yields and long-term expected returns on other asset classes is a major challenge for investors. The yield on ...
Bridging the knowledge gap on listed infrastructure
BY Emerson Savage | October 28, 2019
The rush to alternative assets among institutional investors is well-documented. Within this movement, allocations to infrastructure are becoming common. The promise is attractive: returns in ...
Dissecting China’s debt problem
BY Andy Rothman | October 21, 2019
China’s debt problem is serious, but the risk of a hard landing or banking crisis is, in my view, low. The reason is that the ...
Investment manager fees: Is competition working?
BY Les Marton | October 15, 2019
Investment management fees for certain asset classes have declined substantially, especially in sectors where managers have been under pressure from new competitors, cheaper alternative ...
What does the yield curve say?
BY George Athanassakos | September 25, 2019
A lot of ink has poured into the discussion of an inverted yield curve, and what it means, yet I am still unsure if ...
