Latest columns in Canadian Investment Review Experts

Jeff Pentland
A private markets perspective on the pandemic in 2020 and beyond
What a difference a year makes. At this time in 2019, initial reports of a novel virus to be called COVID-19 were just beginning to…
- December 9, 2020 May 4, 2021
- 14:29 2020-12-09

Graeme Forster
The value of stock selection in a low-return world
Despite this year’s extreme volatility, the past ten years have been an extraordinary time to be an equity investor. This can be seen by looking…
- November 13, 2020 February 5, 2021
- 08:08 2020-11-13
Finding opportunity in hidden bear markets
Global shares, represented by the MSCI world index, ended 2019 at an all-time high. Their robust 9.5 per cent per annum return during the 2010s…
- January 22, 2020 December 13, 2020
- 08:44

Joseph Morgart
What role can insurance-linked securities play in pension portfolios?
In a market rocked by a considerable increase in cross-asset volatility, the need to search for alternative means of diversification that embrace different sources of…
- October 23, 2020 February 5, 2021
- 07:24 2020-10-23
The Long and Short of Market-Neutral Investing
What is the attraction of market neutral investing?
- March 1, 2010 September 13, 2019
- 05:30
Operation: Risk
You’d think performance would be the top reason investors fire their alternative asset managers. Not so, according to a recent report by PricewaterhouseCoopers (PwC). Operational…
- August 14, 2009 September 13, 2019
- 00:00

Katie Deal
Federal spending could be catalyst for industrials
The potential size and scope of future federal spending bills to bolster the economy, especially an infrastructure measure, would have important implications for the industrials…
- October 23, 2020 February 5, 2021
- 07:12 2020-10-23
Higher tax rates expected in Biden administration
Former vice-president Joseph Biden will inherit an economy beleaguered by the battle against the coronavirus if he wins the election in November. The recession will…
- July 23, 2020 December 6, 2020
- 08:00
Troubled U.S. small business relief program a stopgap measure
Among the myriad fiscal responses to the coronavirus pandemic, perhaps none has received more attention in the U.S. than the federal programs for small businesses.…
- May 25, 2020 December 6, 2020
- 12:53
Phase one China trade deal: Key issues unresolved until after U.S. election
The phase one trade deal between the U.S. and China was presented by the Trump administration as an “historic and enforceable” agreement that “begins rebalancing…
- March 5, 2020 December 13, 2020
- 15:21

David Bezic
The policy response to coronavirus: printing our way to salvation or inflation?
The novel coronavirus has brought with it an unprecedented shuttering of the global economy and an equally unprecedented policy response. The speed and scale at…
- April 9, 2020 February 5, 2021
- 09:39 2020-04-09
Pondering the nature of money can pay dividends for investors
As financial professionals, we deal with money daily, but few of us have the time to step back and think about what exactly it is…
- February 5, 2020 February 18, 2021
- 06:38