In November, Brian Minns, Vice-President, Sustainable Investing, participated in a panel discussion on the Evolution of ESG at the Canadian Bond Investors' Association 2018 Conference in Toronto. He took the opportunity to articulate the process used at Addenda to measure and analyze an issuer's ESG risks and opportunities.
In an election seen by many as a referendum on Donald Trump’s presidency and agenda, the American
electorate chose to put a damper on the legislative power of the President and the Republican Party.
Roger Beauchemin, Addenda's President and CEO, Brian Minns, Vice-President, Sustainable Investing and Barbara Lambert, Senior Portfolio Manager, Fixed Income and Sustainable Investing, attended the 2018 PRI in Person conference in San Francisco. Attending such events helps us keep up with quickly evolving best practices.
Are you in a relentless hunt for incremental yield? Relatively low current yields and current expectations
for subdued economic growth — relative to historical levels — are leading investors to broaden their horizons.
The average yield to maturity (YTM) of the FTSE TMX Canada Universe Bond Index is down to 2.7% from 4.2%
ten years ago. In addition, duration is higher1,...
Addenda Capital’s team members contributed to various publications and spoke at the 2018 RIA Conference. They also undertook various initiatives to promote sustainable financial markets, integrate ESG factors and engage with issuers on climate change and board diversity among other topics.
Addenda Capital is committed to sustainable investing because as investors, we should promote sustainable development, and we believe that it leads to better long-term investment outcomes for our clients. Analyzing ESG (environmental, social, governance) issues allows us to cast a wider net and examine numerous factors that can affect the returns of a security. This provides...
The current US administration’s international trade strategy based on basic populism is etched in a dated win-lose negotiating framework espoused by its current leader. This approach
to negotiations takes us back to a time before nations came to understand the benefits
of free trade based on the comparative advantage economic theory.
The renegotiation of the North American Free-Trade Agreement (NAFTA) is down into the last stretch but, a few weeks away from a possible outcome, the end result of the process remains a question mark.
Addenda Capital is committed to active investment management and so effectively monitors investee entities, including their ESG (environmental, social, governance) practices. This oversight allows us to actively protect and enhance the long-term interests of shareholders and other stakeholders through stewardship activities that fall under two categories: proxy voting...
Recently, after a very long run-up, equity markets underwent a spectacular about-face described by some as a healthy and long-overdue correction and by others as the first ominous sign of more upheaval to come. How worried should we be now that both stock and bond prices have been dropping in unison while earlier,
when the recovery was on shakier ground, losses in one...