All Canada articles
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White papersThe Virtue of Protection
It remains to be seen what the full economic impact of the COVID-19 virus will be, but it is already clear that no equity market has escaped unscathed. (In fact, most of them have been scathed rather badly.) The Canadian equity market was humming along in 2020 through February 20, 2020, with the S&P/TSX Composite climbing 5.5% in almost two months.
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White papers
The pros and cons of daily and monthly index rebalancing: Canada
Is it better for a bond index to be able to change every day, or only every month?
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White papers
Blog | Canada, climate change & fixed income markets
A new FTSE Russell index measuring the impact of climate change on global fixed income markets is revealing how Canada ranks compared to other developed nations on climate readiness and provides insight into the biggest climate-related risks facing Canadian investors.
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Asset Manager News
Deka Immobilien acquires city landmark office tower in Edmonton
Deka Immobilien GmbH has purchased an office property in Edmonton, Canada, for around EUR 345 million. The Katz Group and ONE Properties are the sellers. The new building will be added to the portfolio of the open-ended real estate mutual fund Deka-ImmobilienGlobal.
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White papers
Trade Deals and Political Realities
Could the USMCA accord among the US, Canada and Mexico, and a potential US-China trade deal get approval from the Democrats-led House of Representatives?
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White papers
If you can de-risk now, why wait?!
Pension funds in the US, UK and Canada have transferred nearly $400 billion in pension and longevity risk since 2007. While these countries are the focal point of the market today, the Netherlands has been a vibrant market, and Germany recently opened for pension risk transfer in 2018 with two notable transactions, together worth more than $5 billion. Several other countries will soon follow suit. In 2017, the US and UK set a combined record with nearly $50 billion in total activity3, and 2018 is shaping up to be another outstanding year on both sides of the pond.
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White papers
Buckle blog: Risk and opportunity amid heightened political noise
There have been multiple major political events over the last few weeks. Some have impacted the financial markets, while others are making headlines in the financial press. Here are my thoughts on three big recent events and the investment opportunities they present.
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White papers
Political Event Risk Raises Stakes for Sudden Price Moves
Major political event risk, ranging from elections in Mexico, Brazil and the U.S., to Brexit and NAFTA negotiations, could swing equity, bond, FX and ags markets.
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White papers
NAFTA renegotiations risk and main implications for investors
The North American Free Trade Agreement (NAFTA) is a trilateral pact between the U.S., Canada and Mexico that has been in force since 1994. Negotiations to revamp and modernize it, requested by the U.S., started in August 2017 and are now encountering some issues.
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White papers
House View: 2018 Outlook
Our global growth outlook for 2018 is strong. The broad-based, synchronised upswing that began a year ago shows no signs of easing up, with above-trend growth expected to extend from the major G7 economies to the emerging markets in 2018.
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White papers
Global Real Estate Securities: 2018 Market Outlook
Our bottom-up fundamental analysis currently suggests that global REITs are priced to deliver another year of positive total returns for 2018 in the range of 8%–10%.
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White papers
Invesco Fixed Income: June 2017 Global Investors Summit
Over 50 investors gathered in London in June for IFI’s semiannual Global Investors’ Summit where we discussed out 12-18 month strategic view of global, macro, credit and market trends.
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White papers
Driverless cars
Disruptive technologies and trends are radically reshaping the investing landscape across sectors, asset classes and geographies.
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White papers
Risk and Reward: Q2 2017
This issue of Risk & Reward examines the theory and practice of portfolio insurance: to achieve their goals, many investors are allocating towards more risky assets.
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Asset Manager News
Timbercreek Asset Management Closes Canadian Multi-Residential Value-Add Fund at $245 Million
Timbercreek Asset Management is pleased to announce the final closing of the Timbercreek Canadian Multi-Residential Value-Add Fund, with aggregate commitments of approximately $245 million.
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White papers
House View: Q1 2017
The Aviva Investors House View document is a quarterly publication which encapsulates the thinking of our investment professionals across asset classes.
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White papers
Global Real Estate Securities: 2017 Market Outlook
Our fundamental approach and valuation models suggest global REITs are priced to deliver an 8.5%–10.5% total return in 2017, consisting of a 4% current dividend yield and 5%–6% growth in earnings driven by occupancy gains, higher revenue from bringing in-place rents on expiring leases to market, acquisition of new properties and the completion of existing development projects.
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Asset Manager News
Timbercreek Asset Management Expands Global Team with Two Senior Hires
Timbercreek Asset Management today announced the appointment of two new senior hires who will help execute on strategies to build and grow the firm both domestically and abroad.
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White papers
House View: Q3 2016
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams.
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White papers
Global Commodities: Still in a hole
Plummeting prices are leading to a wholesale reassessment of the global commodities complex. But with continued downward pressure from oversupply and US dollar strength, there seems little prospect of a recovery in 2016, writes Ian Pizer.
