Doug Pearce
A different route to risk management
BY Caroline Cakebread | December 10, 2018
Although factor investing and smart beta have gained in popularity, the emergence of alternative risk premia points to a critical focus for plan sponsors today: ...
What’s behind the BoC’s latest interest rate choice?
BY Benefits Canada's Martha Porado | December 7, 2018
Household debt and high housing prices are complicating an otherwise fairly rosy picture of the Canadian economy, said Stephen Poloz, governor of the Bank of ...
Get on the right side of infrastructure disruption
BY Yaelle Gang | December 7, 2018
Faced with technological disruption, plan sponsors may benefit from taking a shorter-term approach to infrastructure investing and focusing on multiple, smaller-scale projects, says Andrew Claerhout, senior ...
No place to hide
BY Caroline Cakebread | December 6, 2018
Take a look at any chart chronicling bond yields over the decades and you’ll see mountain after mountain — valleys and peaks, including one big ...
Emerging markets showing greater signs of economic stability
BY Benefit Canada's Martha Porado | December 6, 2018
Emerging market equities are expected to show the heftiest returns in 2019, underpinned by a stronger economic background, said William Yun, executive vice-president at Franklin ...
Most institutional investors expect bull market to end, but planning minimal portfolio allocation changes: survey
BY Yaelle Gang | December 5, 2018
While many investors expect the U.S. bull market to end in 2019, some institutional investors are planning changes to their allocation strategy or return assumptions, ...
Winning by Not Losing
BY Scot Blythe | December 4, 2018
Volatility is the traditional measure of risk, but environmental, social, and governance principles can help identify risks that may not reveal themselves in the volatility ...
How central banks have broken financial markets
BY Caroline Cakebread | December 3, 2018
“Knowledge is knowing that tomatoes are fruit — wisdom is knowing that you shouldn’t put them in the fruit salad.” It’s a quote that is ...
Via Rail Pension Plan Case Study: Increasing allocations to cash
BY Yaelle Gang | December 3, 2018
Via Rail’s defined benefit plan is maturing, with about 70 per cent of liabilities tied to retirees or deferred members. To adapt to this changing demographic ...
Is herd behaviour influencing strategic asset allocation?
BY Yaelle Gang | November 29, 2018
When pension funds share key players, like asset managers, actuaries and trustees, do they flock to the same asset allocation regardless of differences in liabilities? In ...
