Emerging markets – 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 […]

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2021 GIC coverage: How institutional investors can use fixed income amid low yields

bwolfe — Tue, 09 Nov 2021 11:55:31 +0000

Despite the low-yield environment, fixed income continues to play an important role for institutional investors looking to make their portfolios work harder in a risk-controlled fashion, said Jeffrey Moore, a portfolio manager at Fidelity Investments Inc., during a session at the Canadian Investment Review’s 2021 Global Investment Conference. “For the bond market to hurt, there needs […]

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CPPIB investing in Indian roads, French real estate credit

mdunne — Mon, 10 May 2021 19:00:08 +0000

The Canada Pension Plan Investment Board is boosting its interest in Indian infrastructure conglomerate IndInfravit Trust, after agreeing to pay $173 million for an additional 15.9 per cent of the toll road operator. The deal, which is scheduled for completion by the middle of May will take the CPPIB’s total stake in the investment trust to […]

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Institutional investors looking to Asia as economies start to bounce back from pandemic

ANNA CAMPION — Fri, 16 Apr 2021 12:56:50 +0000

Rising incomes and technological change in the emerging economies present considerable investment opportunities for investors with longer-term horizons. Investments in emerging markets weren’t spared the impacts of the global coronavirus pandemic. But the ongoing crisis has had uneven effects, with economies and sectors reporting widely-varying results while revealing important lessons for investors in 2021 and […]

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The value of stock selection in a low-return world

mschmit — Fri, 13 Nov 2020 04:08:40 +0000

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 at the so-called equity risk premium, which is simply the difference between returns on global stock markets and risk-free assets, such as U.S. dollar bank deposits. Over the very long […]

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A look at the impact of coronavirus on the structural case for emerging markets

mschmit — Wed, 28 Oct 2020 05:06:25 +0000

Historically, the structural case for investing in emerging markets was centred around the idea of convergence — that over time, relatively poor countries will grow their economies and the corporate base in those countries can take advantage of superior returns, said Nicholas Field, emerging markets strategist and fund manager at Schroders, when speaking at the […]

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MSCI introducing Brazilian property index

mschmit — Fri, 02 Oct 2020 04:44:42 +0000

MSCI Inc. is expanding its range of emerging markets tools by launching a new property index for Brazil. The new index aims to bring transparency and consistent measurement to the Brazilian property market, said an MSCI press release. “Private real asset investing has become increasingly mainstream around the world, particularly in emerging markets like Brazil […]

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FTSE Russell set to add Chinese government bonds to world government bond index

mschmit — Fri, 25 Sep 2020 07:54:32 +0000

Chinese government bonds are set to be included in the FTSE Russell world government bond index. The changes came off the back of the index provider’s latest country classification review, with the inclusion reflecting China’s ongoing progress toward market reforms and increased access for global investors, according to FTSE Russell. The inclusion is scheduled to […]

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Ontario Teachers’ opening Singapore office

mschmit — Tue, 22 Sep 2020 03:18:43 +0000

The Ontario Teachers’ Pension Plan is opening a new office in Singapore to enhance its capabilities in Asia Pacific. As of the end of 2019, the plan had more than 30 employees in the region and about $15 billion invested there across public equity, private equity and infrastructure. “Expanding our presence in Asia is critical […]

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Greystar joins CPPIB, Cyrela in Brazilian residential real estate joint venture

mschmit — Tue, 01 Sep 2020 05:24:32 +0000

Greystar Real Estate Partners is joining the Canada Pension Plan Investment Board and Cyrela Brazil Realty in a joint venture that will develop, own and operate purpose-built multifamily rental housing in São Paulo, Brazil. The platform and partnership, first created by the CPPIB and Cyrela in November 2019, continues to target an investment of up […]

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