Read BPM's highlighted coverage of key topics from February
Every month, Benefits and Pensions Monitor will produce a series of articles on a theme affecting Canadian plan sponsors and institutional investors. In February, we focused on alternatives as an asset class, with a focus on infrastructure in institutional portfolios. Alternative investments continue to provide important portfolio benefits through enhanced diversification and return expectations and make up an important percentage in portoflio allocations.
Why PenderFund is leaning into energy bets - Find out why PenderFund's Geoff Castle believes there's still opportunity to be had in energy investments.
Where Carney's trade deals create value for institutional investors -Does Carney's flurry of deal-making amount to a structural shift for portfolios or is it just diplomatic theatre? Economists weigh in.
How Ottawa's nation building agenda is reshaping infrastructure capital - The nation building concept is less constrained by capital and more constrained by the execution capability, by the social license and the affordability, says RBC GAM's Andrew Hay
Institutional investors are overlooking public REITs, says Hazelview - Find out why pensions require a mix of public REITs and active management to unlock strong returns
Bellwether CIO maps the next phase for Canadian institutional capital - Natural gas and nuclear are set to deliver strong returns while critical minerals has yet to offer opportunity, argues Craig Ellis
Why pensions invest in tolls roads like Ontario's 407 ETR - Assets like toll roads can reprice revenues over time, which helps them deliver steady performance, says KPMG's Andras Vlaszak
