7 episodes

Many Canadian pension plans are looking further around the world into markets unknown to find opportunities. In this podcast you’ll hear from experts from around the globe sharing their insights into new markets, including geopolitical considerations, key themes, challenges and opportunities for institutional investors.

This podcast season will bring you to countries including: Brazil, India, Indonesia, Poland, South Africa and South Korea.

This podcast is hosted by the Canadian Investment Review, a leading forum for academics, institutional investors and industry practitioners to exchange ideas on capital markets and pension plan investments.

Pension Passport Canadian Investment Review

    • Investing

Many Canadian pension plans are looking further around the world into markets unknown to find opportunities. In this podcast you’ll hear from experts from around the globe sharing their insights into new markets, including geopolitical considerations, key themes, challenges and opportunities for institutional investors.

This podcast season will bring you to countries including: Brazil, India, Indonesia, Poland, South Africa and South Korea.

This podcast is hosted by the Canadian Investment Review, a leading forum for academics, institutional investors and industry practitioners to exchange ideas on capital markets and pension plan investments.

    Episode 6: A bumpy ride in South Africa

    Episode 6: A bumpy ride in South Africa

    As an emerging market, South Africa has gone through some challenging times and isn’t out of the woods yet. What reforms are on the political agenda? This episode will explore investing in South Africa and how it may fit into a pension funds’ overall emerging market portfolio. We’re joined by Dr. Falilou Fall, who is a senior economist at the OECD* and Michael Bolliger, head of the emerging market asset allocation team at UBS Wealth Management’s chief investment office.

    • 21 min
    Episode 5: Indonesia: infrastructure and interconnectivity

    Episode 5: Indonesia: infrastructure and interconnectivity

    As one of the most populous country’s in the world, with further growth on the horizon, is Indonesia too big for foreign institutional investors to ignore? This episode will investigate this country of islands and explore how the economy is evolving, with particular attention given to attractive investments for those with lots of patient capital to deploy. We’re joined by Gareth Leather, Asia economist from Capital Economics and Josef Pilger, global pension and retirement leader at EY.

    • 19 min
    Episode 4: The Miracle on the Han, the Asian financial crisis and South Korea today

    Episode 4: The Miracle on the Han, the Asian financial crisis and South Korea today

    South Korea’s growth has been fast and furious. This episode will explore the country’s economic progress, how it fared during the Asian financial crisis and the 2008 financial crisis and where institutional investors interested in South Korea could look to allocate. We’re joined by Dr. Michael Seth from James Madison University, Troy Stangarone, senior director of congressional affairs and trade at the Korea Economic Institute and Michael Oh, a portfolio manager at Matthews Asia.

    • 22 min
    Episode 3: Pension reform, politics and the Brazilian economy

    Episode 3: Pension reform, politics and the Brazilian economy

    Brazil is in flux, with a new government and pension reform on the agenda. But how healthy is its economy and how can foreign institutional investors access opportunities in this emerging market? This episode will explore the Brazilian economy, its stock market and investment risks and opportunities.

    • 17 min
    Episode 2: The public and private side of investing in India

    Episode 2: The public and private side of investing in India

    India liberalized its economy in the early 1990s and is attracting interest from large Canadian pension funds. This episode examines India’s investment landscape from both a private and public equity standpoint, as well as its dominant risks and opportunities. We’re joined by Sanjeev Krishan, leader of deals and private equity at PwC India and Jinesh Gopani, head of equities at Axis AMC, a Schroders joint venture in India. 

    • 17 min
    Episode 1: Poland: A post-Soviet success story

    Episode 1: Poland: A post-Soviet success story

    Since the fall of communism, Poland has seen major economic success. But how do institutional investors view the country today? This episode explores Poland’s economic history, current economy and considerations for Canadian pension plans looking to potentially invest there.

    • 27 min

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