BPM Talk

In today’s global economy, analyzing specific countries offers investors key advantages. Single-country investing allows for deeper analysis of economic drivers, regulations, and market potential often missed in regional investments. Focusing on individual countries helps investors make informed decisions, tailor portfolios more precisely, and potentially increase returns. In the second episode of our podcast series with David Jones, Director of iShares Investment Strategy at BlackRock, and Rohit Gupta, VP and Quantitative Researcher at MSCI, we explore India's investment landscapes, focusing on macro trends, sector opportunities, and risks. Tune in to: • Understand India's thriving economy, from digital transformation to growth sectors like IT and pharmaceuticals. • Gain insights into valuation concerns, equity volatility in India Don't miss this – hit play now!

Global investors typically focus on broad market benchmarks, potentially missing out on investment opportunities in specific countries. Current trends indicate Japan and India are particularly attractive now. Each country offers unique growth factors and benefits from the global trend towards diversified supply chains. In this first episode of our two-part podcast series, David Jones, Director of iShares Investment Strategy at BlackRock, and Rohit Gupta, VP and Quantitative Researcher at MSCI will explore the opportunity in single country investing - with a focus on India and Japan. Tune in to: • Understand why single country investing is increasingly favored in today’s market and its benefits over traditional indices. • Explore real-world examples like China and India to grasp how economic differences influence investment decisions and risk management. • Gain insights into integrating single country perspectives into your portfolio through different strategies, including tactical allocations and thematic investing. Don’t miss it – hit play now!

BPM Talk breaks down how a DBplus plan works and brings in spokespeople from CAAT pension plan to explain why their model may help plan sponsors solve for issues like longevity, inflation, and demographic shifts.

North America Home Finance is offering a new approach to real estate investment, built around giving Canadians access to homeownership. Learn how the model works and what it can do for institutional and pension investors here.

Senior Editor David Kitai hosts a series of interviews aimed at understanding the benefits & pensions industry in its entirety. From investment management through benefits plans and the modern challenges and trade-offs of pensions, David explores the unusual and the everyday, hoping to shed light on every topic explored. Host: David Kitai is the Senior Editor for Wealth at Key Media, covering the Canadian Wealth Management industry through two publications: Benefits & Pensions Monitor and Wealth Professional. David is a seasoned journalist with domestic and international experience covering lifestyle, conflict zones, human rights, as well as business and finance.