commodities – Benefits Canada.com

2021 GIC coverage: Finding hidden value in emerging market currencies

Gideon Scanlon — Tue, 09 Nov 2021 11:56:48 +0000

This year has been a difficult one for emerging market currencies, but there are signs that 2022 will give investors reason to be optimistic. “For the first time in 20 years, U.S. growth is outperforming EM growth,” said Fernando Grisales, senior emerging market portfolio manager at Schroders, during his presentation at the 2021 Global Investment […]

The post 2021 GIC coverage: Finding hidden value in emerging market currencies appeared first on Benefits Canada.com.

Expert panel: A look at commodity price behaviour over the business cycles

Gideon Scanlon — Tue, 02 Nov 2021 16:35:04 +0000

With gas and oil prices reaching new heights last week, panicking both politicians and consumers, we must ask ourselves if this behaviour is typical of commodity prices in every business cycle or if we’re at the threshold of a major economic disaster? In the 1930s, Nicholas Kaldor analyzed commodity prices and their behaviour over the […]

The post Expert panel: A look at commodity price behaviour over the business cycles appeared first on Benefits Canada.com.

North American investors closer to falling in line with global counterparts on ESG: survey

mschmit — Thu, 06 Aug 2020 05:45:40 +0000

North American institutional investors are catching up to other global regions in their interest in sustainable investing, according to a new survey by FTSE Russell. Nearly half (42 per cent) of North American asset owners surveyed before the coronavirus pandemic said they’re interested in sustainable investing, up from just 17 per cent in 2019. This remains a […]

The post North American investors closer to falling in line with global counterparts on ESG: survey appeared first on Benefits Canada.com.

Coronavirus pummels certain real estate assets, bolsters others: report

mschmit — Wed, 03 Jun 2020 04:40:47 +0000

While real assets have traditionally served institutional investors well during times of economic stress, the ramifications of the coronavirus pandemic are starting to take their toll in some places. In commercial real estate, investors will likely re-evaluate their capital spending for 2020 in pockets like Edmonton and Calgary with the areas hit hard by the […]

The post Coronavirus pummels certain real estate assets, bolsters others: report appeared first on Benefits Canada.com.

What opportunities does the oil glut offer Canadian pension portfolios?

mschmit — Thu, 23 Apr 2020 06:20:42 +0000

With crude oil futures contracts crashing through the floor into negative territory at the beginning of the week, what opportunities are opening up for institutional investors? Panic set in on commodity trading floors on Monday because physical storage options for oil were filling up fast, with much less demand for petrol from consumers due to […]

The post What opportunities does the oil glut offer Canadian pension portfolios? appeared first on Benefits Canada.com.

Q&A: Oil prices go negative. What does that mean?

mschmit — Tue, 21 Apr 2020 03:40:51 +0000

The world is awash in oil, there’s little demand for it and we’re running out of places to put it. That in a nutshell explains Monday’s strange and unprecedented action in the market for crude oil futures contracts, where traders essentially offered to pay someone else to deal with the oil they were due to […]

The post Q&A: Oil prices go negative. What does that mean? appeared first on Benefits Canada.com.

Challenges and opportunities of investing in Brazil

mschmit — Thu, 29 Aug 2019 04:39:20 +0000

When investing in Brazil, what considerations should institutional investors keep in mind? And how can the market fit into a pension portfolio? One issue to watch is pension reform, said Heather Hagerty, a research analyst at Fidelity Investments, during the Canadian Investment Review’s podcast “Pension Passport.” “Brazil is one of only a small number of […]

The post Challenges and opportunities of investing in Brazil appeared first on Benefits Canada.com.

In a negative yield world, is gold ready for a comeback?

mschmit — Wed, 28 Aug 2019 05:15:27 +0000

During the past decade’s bull market, gold has been largely off the radar for institutional investors. But as key bond yields turn negative, among other recessionary signals, chatter about the commodity is heating up. “All precious metals have no correlation to the rest of the marketplace so that tends to be why gold and precious […]

The post In a negative yield world, is gold ready for a comeback? appeared first on Benefits Canada.com.

Capturing lithium’s investment return potential as the electric car gains ground

mschmit — Wed, 14 Aug 2019 06:00:38 +0000

Rising with the growth of smartphones, lithium has been a hot material in the investment world for a few years. And many in the institutional investment space see exposure to lithium as a high-growth opportunity, according to Jay Jacobs, senior vice-president and head of research at Global X Funds. The metal has many uses in developing […]

The post Capturing lithium’s investment return potential as the electric car gains ground appeared first on Benefits Canada.com.

OPTrust invests in Dutch green commodities specialist

mschmit — Wed, 31 Oct 2018 11:45:21 +0000

The OPSEU Pension Trust, together with British private equity firm Three Hills Capital Partners, has invested more than $89 million into ACT Commodities. The Dutch firm specializes in trading commodities related to reducing the use of fossil fuel and emissions of greenhouse gases. “In nine years, we have built the world’s preeminent trading house for […]

The post OPTrust invests in Dutch green commodities specialist appeared first on Benefits Canada.com.