Read BPM's highlighted coverage of key topics from April
Every month, Benefits and Pensions Monitor will produce a series of articles on a theme affecting Canadian plan sponsors and institutional investors. In April, we focused on private markets, with a focus on private equity. Private markets are a vast investible universe that includes private equity, private credit and real market assets, like infrastructure.
‘Let's say softer performance’: Canadian pensions rethink PE after years of paying top dollar - KPMG's John Cho explains why weak private equity performance should be viewed in the context of a normal market cycle, rather than evidence that the asset class has fundamentally broken.
Private credit anxiety is overblown, says Pictet’s head of private debt - Find out why Pictet's Andreas Klein believes several separate concerns have been lumped together in ways that distort what's actually happening in private credit.
Private credit’s next test for pensions is sizing, discipline, and selection: Fiera Comox - Liquidity dynamics, regulatory openness, and new product structures are pushing plan sponsors to treat private markets as a strategic, long-term component rather than a tactical bet, argues Mathieu Desforges.
Why institutional investors are piling into private secondaries - What's going on with the sudden private market secondaries boom? Read on to hear what several private equity experts have to say.
