We recently wrote about how Addenda Capital assesses risk with clients, a diligent process whose outcome provides us with the insight needed to help our clients achieve their financial objectives. In this article, we offer a bird’s eye view of how we design our asset allocation model to manage the aggregate portfolio risk level.
Following the markets’ rough start to 2022, many investors have concerns about where future returns will come from. With such issues strong inflation levels, interest rate increases and geopolitical uncertainty following the Russian invasion of Ukraine, we think now is the perfect time to revisit the basics of how Addenda Capital assesses risk with clients.
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.
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...
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...
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.
Despite the many impacts of the COVID-19 crisis on brick-and-mortar locations, wisely chosen retail assets still hold a promising future.
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.
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...
Investors worldwide are looking to build resilient portfolios.
Could preferred shares be a potential solution?