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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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Understanding the “Plus” in CorePlus

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,...
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Sustainable Investing: Q2 2018 Highlights

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.
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Tools for Companies and Investors Seeking to Create Long-Term Value

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...
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Going from Win-Win to Win-Lose, or Worse, to Lose-Lose

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.
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NAFTA — The Morning After

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.
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Sustainable Investing: Annual Stewardship Summary

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 and...
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The Recent Market Turmoil in Context — Should We Worry?

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...
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Creating a virtuous circle for ESG-minded investors

Pensions & Investments published a guest article by Brian Minns, Manager, Sustainable Investing, at Addenda Capital: "Creating a virtuous circle for ESG-minded investors." In the article, Brian Minns explains how responsible investing and stewardship can provide handsome returns and combat short-termism
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Sustainable Investing at Addenda

Sustainable Investing is about making better investment decisions for clients and promoting sustainable development for everyone at the same time. It is not a compromise; it is a necessity. — Brian Minns, Sustainable Investment Manager at Addenda Capital
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