At the 5th annual Challenge of Change Forum in Saint Andrews, New Brunswick this year, we had a chance to ask David Tulk, Global Asset Allocation Portfolio Manager at Fidelity Investments, the following question: What does reverse globalization mean for asset managers?
Dominic Barton on Canada’s Top Geopolitical Challenge
At the 2023 Challenge of Change Forum in Saint Andrews, New Brunswick, Dominic Barton, former Canadian Ambassador to the People’s Republic of China, and former CEO of McKinsey, took a moment to answer the following question: What is Canada’s top geopolitical challenge right now?
Matt Christ on Disorderly Transitions
At the 5th annual Challenge of Change Forum in Saint Andrews, New Brunswick this year, Matt Christ, Portfolio Manager, Fixed Income at Ninety One, took a moment to answer the following question: What does a disorderly transition mean to you?
Aaron Bennett on Factoring the Energy Transition into a Sustainable Investing Strategy
At the 2023 Challenge of Change Forum in Saint Andrews, New Brunswick, Aaron Bennett, Chief Investment Officer at University Pension Plan, took a moment to answer the following question: Have you factored the energy transition into your sustainable investing strategy — how?
Arup Datta on How AI is Changing the Asset Management Space
At the 5th annual Challenge of Change Forum in Saint Andrews, New Brunswick this year, we sat down with Arup Datta, Head of Global Quantitative Equity at Mackenzie Investments, and asked him the following question: How is AI changing the asset management space?
Keynote Announcement: Christopher Sands on Canada/U.S. Relations at the International Best Practices Forum
As the next U.S. presidential election draws closer, policymakers and business leaders will be watching to see which candidate is more likely to win and, importantly, what the implications for Canada will be. To address the state of Canada-U.S. relations, we’ve invited Christopher Sands, Director of the Canada Institute at the Woodrow Wilson International Center for Scholars to speak at the …
The 60/40 Portfolio is Dead (and other Findings)… Challenge of Change Forum Takeaways
This year’s Challenge of Change Forum, being held in Saint Andrews, New Brunswick, brought together an exceptional group of leaders from across the Canadian pension industry. Our theme, Everything Everywhere All at Once, sparked a discussion about the foundational changes taking hold in the asset management space as investors grapple with geopolitical divisions, rising interest rates, and the growing impact …
The 2023 Challenge of Change Forum Photo Gallery
Highlights from the 5th annual Challenge of Change Forum, presented by the Canadian Leadership Congress. The event took place May 31 to Jun 2, 2023 in Saint Andrews, New Brunswick.
Poll: Will interest rates stay higher for the long haul?
Last month. U.S. Treasury Secretary Lawrence Summers sparked some debate with his assertion that interest rates will remain substantially higher for the long haul, even after inflation has been brought under control. The International Monetary Fund, by contrast, argued that interest rates will revert to the ultra-low levels experienced before the pandemic. To find out where Canadian institutional investors fit …
Angela Rodell on Resource Economies and the Energy Transition
The ongoing debate about whether or not to invest in fossil fuels intensified recently as the State of California moved to prohibit the California State Teachers’ Retirement System from making new investments in oil and gas companies. For many asset owners, especially those in energy producing countries like Canada, divestment isn’t always a step in the right direction — in …