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March 24, 2022

INSTITUTIONS RETHINK PORTFOLIO CONSTRUCTION

Global institutions are potentially moving a vast amount of money that will create opportunities and challenges for asset managers and move markets, says a Nuveen study of global institutional investors. It found 64 per cent of investors say the current market environment is pushing them to entirely rethink their portfolio construction strategies. This overhaul is being prompted by developments such inflation rates that haven’t been seen in 40 years, the pandemic, and climate change as these are affecting the value of assets not just in the future, but today. Approximately 66 per cent of investors say they are more worried now than they were two years ago about extreme and disruptive market events and 51 per cent say that fundamental market dynamics have lost relevancy. On the return side of portfolios, it says that investors need to plan for lower future returns in conjunction with inflationary pressures.

March 24, 2022

CANADIAN GREEN BOND PROVES POPULAR

The inaugural Canadian-dollar-denominated green bond had over $12.3 billion in orders, allowing it to be priced at cheaper terms than a regular security. The first of many such issuances will create new financing opportunities that will speed up projects ranging from green infrastructure to nature conservancy, while also growing Canada’s economy and creating jobs across the country. Part of its sustainable finance effort, it will play a key role in accelerating the transition to a cleaner, greener economy. Mobilizing capital will be crucial to Canada meeting both its 2030 emissions reduction target and its goal of achieving net-zero emissions by 2050.

March 24, 2022

GROWTH EXPECTATIONS HIT LOW

Investors’ growth expectations are the lowest since the global financial crisis following Russia’s invasion of Ukraine, says the Bank of America’s ‘March Global Fund Manager Survey.’ It shows expectations of global growth were below a net -50 per cent in March, the lowest since October 2008 and down from a net -20 per cent in February. The Russia-Ukraine conflict tops the list as the biggest tail risk for managers at 44 per cent (previously seven per cent in February), followed by a global recession at 21 per cent (up from eight per cent in February), and inflation at 18 per cent (down from 23 per cent).