Published on: December 21, 2021
Addenda Capital is proud to unveil its 2021 report based on recommendations from the Task Force on Climate-Related Financial Disclosures (TCFD). This report documents our approach in managing climate-related risks and opportunities.
Published on: November 26, 2021
For months, rumor had it that a Canadian bank would eventually issue an institutional, or over the counter (OTC), preferred share. That scenario finally played out on October 21st, when Royal Bank of Canada filed a prospectus that signaled a shift in the market. This development could be of interest for investors that are seeking higher returns from a fixed income-like...
Published on: November 26, 2021
For years, while we refrained from investing directly in China’s stock market, we kept an eye on Tencent. The Chinese multinational technology conglomerate had been building capacity and broadening its reach, adding to its line-up of internet services and video game activities with investments in online banking and the automobile sector (5% of Tesla). Still, we viewed...
Published on: October 18, 2021
Changes in the inflation rate play a prime role in how financial markets assess the United States Federal Reserve’s monetary policy. In Canada, inflation even made an appearance in the recent federal election campaign.
Published on: May 5, 2021
Despite the many impacts of the COVID-19 crisis on brick-and-mortar locations, wisely chosen retail assets still hold a promising future.
Published on: May 5, 2021
The path to climate transition points to a unique opportunity: investors can use the portfolio as leverage by fostering meaningful engagement with companies to urge them to reduce emissions while still earning compelling returns.
Published on: October 20, 2020
For many years, investors have faced an ongoing search for yield in the fixed income space. Since the global financial crisis, monetary policy easing has continually pushed interest rates lower. Commercial mortgages are more attractive than ever with bond yields at an all-time low and a relatively flat yield curve. These trends have increased the popularity of commercial...
Published on: August 29, 2019
Investors worldwide are looking to build resilient portfolios.
Could preferred shares be a potential solution?
Published on: June 26, 2019
In early January, just a few weeks after the last hike in the target rate, the Fed assessed that the rate now stood at the lower bound of its estimated band for the neutral rate. However, at its June 19, 2019 meeting, the Fed hinted that it might initiate an easing cycle soon.
Published on: November 8, 2018
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.