technology sector – 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 CPPIB highlights four post-coronavirus habits to impact investment portfolios https://uat-cumulus.benefitscanada.com/canadian-investment-review/research-markets/cppib-highlights-four-post-coronavirus-habits-to-impact-investment-portfolios/ Thu, 20 Aug 2020 12:00:32 +0000 https://cumulus.benefitscanada.com/uncategorized/cppib-highlights-four-post-coronavirus-habits-to-impact-investment-portfolios/ Four types of new habits and perspectives are expected to define the post-coronavirus era and could impact investment portfolios, according to new analysis by Thinking Ahead, the thought leadership lab at the Canada Pension Plan Investment Board. The research, co-authored by Caitlin Walsh, senior portfolio manager, and Ruby Grewal, portfolio manager, analyzed the breadth of […]

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Is tech the only equity sector with alpha left? https://uat-cumulus.benefitscanada.com/canadian-investment-review/public-equities/is-the-tech-the-only-equities-sector-with-alpha-left/ Thu, 06 Feb 2020 13:22:17 +0000 https://cumulus.benefitscanada.com/uncategorized/is-the-tech-the-only-equities-sector-with-alpha-left/ If institutional investors want alpha, there’s one sector in particular where they can find it, said Jeremy Yeung, vice-president of portfolio management and portfolio manager at Signature Global Asset Management. “Technology is an inefficient market, that’s where all the alpha is,” he noted, speaking at an event hosted by the CFA Society Toronto on Wednesday. […]

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