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Addenda Capital Releases 2021 TCFD Report

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.
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A First Canadian Bank Moves Ahead with OTC Preferred Shares

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...
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China: Seizing the Right Opportunities

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...
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Six Questions on Inflation

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.
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Out of Stock or Out of Business?

Despite the many impacts of the COVID-19 crisis on brick-and-mortar locations, wisely chosen retail assets still hold a promising future.
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Fossil Free:
Don’t Take the Shortcut

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.
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Commercial Mortgages:
Why Now is a Good Time to Invest

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...
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Preferred Shares

Investors worldwide are looking to build resilient portfolios.
Could preferred shares be a potential solution?
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Wrong Diagnosis…
Wrong prescription

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.
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US 2018 Midterms

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.
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