Caroline Cakebread – Benefits Canada.com https://uat-cumulus.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Thu, 16 Jan 2025 20:41:36 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Four disruptive trends facing fixed income https://uat-cumulus.benefitscanada.com/expertpanel_/caroline-cakebread/four-disruptive-trends-facing-fixed-income/ Tue, 18 Dec 2018 03:41:31 +0000 https://cumulus.benefitscanada.com/uncategorized/four-disruptive-trends-facing-fixed-income/ When it comes to disruption, people typically talk about technology and its impact on jobs, society, and the global economy. But disruption is also happening in the once sleepy world of fixed income, where several critical trends are reshaping the space. According to Owen Murfin, institutional portfolio manager, MFS Investment Management, there are four key […]

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]]> A different route to risk management https://uat-cumulus.benefitscanada.com/expertpanel_/caroline-cakebread/a-different-route-to-risk-management/ Mon, 10 Dec 2018 02:07:27 +0000 https://cumulus.benefitscanada.com/uncategorized/a-different-route-to-risk-management/ 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: risk diversification. This is happening at a time when plans are shifting increasingly away from bonds and equities and into alternative investments. “Alternative risk premia provide a different route to […]

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]]> No place to hide https://uat-cumulus.benefitscanada.com/expertpanel_/caroline-cakebread/no-place-to-hide/ Thu, 06 Dec 2018 02:10:38 +0000 https://cumulus.benefitscanada.com/uncategorized/no-place-to-hide/ 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 spike in 1981 when rates popped to historic levels. The question for investors today, however, is where are we on the chart today? “I think, truth be told, we’re not […]

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]]> How central banks have broken financial markets https://uat-cumulus.benefitscanada.com/expertpanel_/caroline-cakebread/how-central-banks-have-broken-financial-markets/ Mon, 03 Dec 2018 08:55:52 +0000 https://cumulus.benefitscanada.com/uncategorized/how-central-banks-have-broken-financial-markets/ “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 particularly apt in today’s, markets, according to Trevor Leydon, head of portfolio construction & risk, Aviva Investors. Indeed, in a market environment that has been shaped by central bank intervention […]

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]]> Real estate, disrupted https://uat-cumulus.benefitscanada.com/expertpanel_/caroline-cakebread/real-estate-disrupted/ Thu, 11 Oct 2018 09:47:40 +0000 https://cumulus.benefitscanada.com/uncategorized/real-estate-disrupted/ Technology and new products are driving growth in real estate

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]]> Healthcare winners and losers https://uat-cumulus.benefitscanada.com/expertpanel_/caroline-cakebread/healthcare-winners-and-losers/ Thu, 11 Oct 2018 09:44:32 +0000 https://cumulus.benefitscanada.com/uncategorized/healthcare-winners-and-losers/ Investors must understand how disruption will impact their exposure to healthcare

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]]> Is there still a home bias in global investing? https://uat-cumulus.benefitscanada.com/expertpanel_/caroline-cakebread/is-there-still-a-home-bias-in-global-investing/ Mon, 10 Sep 2018 14:06:49 +0000 https://cumulus.benefitscanada.com/uncategorized/is-there-still-a-home-bias-in-global-investing/ Research shows that even global managers stick close to home sometimes

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]]> Smaller hedge funds perform better https://uat-cumulus.benefitscanada.com/expertpanel_/caroline-cakebread/smaller-hedge-funds-perform-better/ Mon, 03 Sep 2018 05:11:27 +0000 https://cumulus.benefitscanada.com/uncategorized/smaller-hedge-funds-perform-better/ New research links diseconomies of scale to poor performance over time.

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]]> Sovereign wealth funds scale back on real estate, infrastructure https://uat-cumulus.benefitscanada.com/expertpanel_/caroline-cakebread/sovereign-wealth-funds-scale-back-on-real-estate-infrastructure/ Tue, 17 Jul 2018 09:25:50 +0000 https://cumulus.benefitscanada.com/uncategorized/sovereign-wealth-funds-scale-back-on-real-estate-infrastructure/ The question is - will pension funds do the same?

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]]> How Accurate Are Crowdsourced Economic Forecasts? https://uat-cumulus.benefitscanada.com/expertpanel_/caroline-cakebread/how-accurate-are-crowdsourced-investment-forecasts/ Wed, 13 Jun 2018 05:04:51 +0000 https://cumulus.benefitscanada.com/uncategorized/how-accurate-are-crowdsourced-investment-forecasts/ Why crowdsourcing is a surprisingly accurate alternative to the consensus.

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