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Portfolio Update – February 2024
Portfolio Update – February 2024

Global equity markets are off to a solid start in 2024 with the S&P 500 reaching a record high during the month. The global economy was far more resilient than many expected in the past year and recent developments provide further encouragement. […]

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2023-24 Highlights
2023-24 Highlights

As we begin a new year, many of us take a moment to look back on past events and set goals for the future. […]

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Economic and Capital Markets Outlook – Q1 2024
Economic and Capital Markets Outlook – Q1 2024

Given 2023 began with consensus forecasts calling for a recession, the year turned out to be a remarkable one for the global economy […]

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The 3 percent Rule
The 3 percent Rule

Although the roles pension funds play in the economy are multiple, the responsibility of pension fund managers is to maximize returns. […]

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Portfolio Update – December 2023
Portfolio Update – December 2023

Following consecutive months of volatility, global equity markets rebounded strongly in November due primarily to positive developments on the inflation front. […]

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Electricity Generation, Net-Zero Research Series – Part 2
Electricity Generation, Net-Zero Research Series – Part 2

In this second report, we will explain the main sources of emissions from electricity generation, the technologies that exist today to reduce these emissions and the solutions required to reduce them to zero by 2050. […]

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