Mark leads the team within the Thematic Investing group that invests in public companies exposed to long horizon structural growth. His team is located in Toronto and Hong Kong and invests globally.

Nominations for innovative and talented asset owners and managers/servicers open until August 4.

Anthony Caruso will run the new stable value section after hedge operations were split in two.

Delta Investment Management shows how lower IRS tab pumps up profit margins.

Many corporate pensions limit their return-seeking assets to traditional equities. But what happens when the market environment is unfavorable for this asset class? We think plans need to examine this vulnerability and consider constructing return-seeking portfolios with three building blocks that may help pursue funded-ratio growth while mitigating funded-ratio drawdowns in more challenging environments.

Maybe Fed bond-buying, foreign safety seeking, and low rates have changed its accuracy as a recession signal.