Latest columns in Canadian Investment Review Experts

Andy Rothman
Biden and China: Building back better?
Putting U.S.–China relations back on a constructive path will be one of the top foreign policy challenges facing the Biden administration in 2021. I expect…
- December 31, 2020 February 5, 2021
- 11:21 2020-12-31
Four trends to watch in China through the recovery
In China, keeping the novel coronavirus under control is key to maintaining the economic recovery, and there are reasons to be optimistic, despite a breakdown…
- September 8, 2020 December 6, 2020
- 08:37
Is China’s economic recovery sustainable?
China’s V-shaped economic recovery continued for a fourth consecutive month in June, led by strong domestic demand. And if the novel coronavirus remains under control,…
- August 12, 2020 December 6, 2020
- 08:31
China is on the road to recovery
China’s economy was the first to suffer the consequences of fighting the novel coronavirus and is the first on the road to recovery. If it…
- May 6, 2020 December 6, 2020
- 08:55

Tracey McVicar
Coronavirus to reshape mid-market private equity dynamics in year ahead
The year 2020 tested the mettle of entrepreneurs and small business owners like none other in recent history. And private equity firms operating in the…
- December 31, 2020 May 4, 2021
- 11:21 2020-12-31
Coronavirus: a true test of partnership for private equity firms
As the novel coronavirus pandemic upended the way businesses operate, investors around the world have been able follow daily market gyrations in real time to…
- June 29, 2020 December 6, 2020
- 07:37

Edward Truant
Why capital deployment is key in commercial litigation finance investing
In many private equity asset classes, managers typically deploy most of their capital in a particular investment on day one. While they may increase or…
- December 22, 2020 February 5, 2021
- 09:02 2020-12-22
Is the time right for pension funds to consider litigation finance?
In the early days of litigation finance, most fund managers sold a concept and their own capabilities, but not much else. And risky strategies attracted…
- June 19, 2020 December 6, 2020
- 09:01
Commercial litigation finance demand fuelled by coronavirus
In legal circles, it has always been thought that crises breed litigation. And while that appears to be the case in the current crisis, it…
- May 28, 2020 December 6, 2020
- 07:16
Exploring the impact of coronavirus on commercial litigation finance investments
“It was the best of times, it was the worst of times…” The above quote from Charles Dickens aptly describes the current environment for the…
- April 14, 2020 December 13, 2020
- 07:44

Emerson Savage
Three lessons 2020 taught institutional investors
After years of relatively stable appreciation in global fixed-income and equity markets, investors were thrust into dramatic turbulence in the first quarter of 2020, as…
- December 17, 2020 February 5, 2021
- 10:04 2020-12-17
What does a rise in Robinhood traders mean for institutional investors?
During and after the market crash of this year’s first quarter, retail traders flocked to the various commission-free online brokerages in droves. These traders began…
- August 31, 2020 December 6, 2020
- 08:40
Value investing’s crisis of confidence
A value approach to investing has yielded great benefits in the past. Though there are often semantics around what constitutes value investing, it can be…
- May 11, 2020 December 6, 2020
- 08:25
Laying the foundation for real estate investing
As alternative asset classes continue to be a major area of interest for institutional investors, considering the benefits and drawbacks of real estate as an…
- February 26, 2020 December 13, 2020
- 06:17

Mark S. Yamada
Is dynamic risk management the key to decumulation?
Many defined contribution pension plans contain a built-in contradiction. During accumulation, they offer an array of investment choices — sometimes too many. In decumulation, by…
- December 15, 2020 February 5, 2021
- 09:07 2020-12-15