Read BPM's highlighted coverage of key topics from March
Every month, Benefits and Pensions Monitor will produce a series of articles on a theme affecting Canadian plan sponsors and institutional investors. In March, we looked at fixed income as an asset class and the critical components that make up institutional portfolios. Fixed income institutional portfolios are tailored, active, or passive investment vehicles designed for long-term allocators to manage liability-driven goals, generate income, and provide diversification.
US-Iran conflict tests ‘numb’ markets as institutional investors explore new hedges - Fixed income experts explain why not all geopolitical risks are alike and how different episodes demand different strategies.
A tighter market calls for tougher fixed income choices, warn experts - What makes an attractive fixed income portfolio? Investment experts weigh in.
‘Pay no attention to that man behind the curtain’: How investors can separate signal from noise - North America’s outlook is less about Trump dominant headlines and more about positioning through uncertainty, argues CIBC Capital Market’s Avery Shenfeld.
Securitized credit beats ‘safe haven’ bonds, says FTSE Russell - Two decades after the GFC, securitized credit has staged a quiet but impactful recovery. FTSE Russell's Robin Marshall explains what's behind this shift.
When "risk-free" starts to feel risky, corporate bonds take the lead - Investment experts from MFS Investment Management and PICTON Investments explain why corporate bonds are finding their way into the spotlight.
