Pension Pulse

BCI recently released some insights from its 2026 Investor Day: Earlier this year, at BCI’s Investor Day, our asset class heads faced a deceptively simple challenge: tell clients what’s happening now in their programs, and what they think is coming next. No hedging, no caveats. These are the experts who live and breathe these markets every day, building investment strategies to serve BCI’s clients. What followed were candid, informed perspectives from the people who know these markets best. All figures reflect data as at February 2026 unless otherwise noted.   Capital Markets & Credit Investments “ Deliberate credit selection, as opposed to broad market exposure, is where long-term value is created within private credit. You don’t just go out and buy a slice of the market—if you do that, you face very tight credit spreads and poor credit selection . Since the portfolio’s inception in 2018, our focus has been on the quality of the portfolio, across geographies, ...

James Bradshaw of the Globe and Mail reports  OMERS aims to add $10-billion in new investment in Canada over five years: The OMERS pension plan is looking to add at least $10-billion in new investments in Canada to its portfolio over the next five years, as chief executive Blake Hutcheson says a push to attract more capital to Canadian projects is starting to show results. The Ontario Municipal Employees Retirement System has about 18 per cent of its $145-billion portfolio invested in Canada – about $26-billion. Over the next five years, Mr. Hutcheson aims to increase that share to 25 per cent, he said in an interview. The investing teams at OMERS are kicking the tires and putting in bids on more assets, especially in infrastructure and real estate, he said. And the fund – the seventh-largest of Canada’s eight biggest pension investors – is gaining confidence that there will be deals worth making in defence as well as in growth capital for Canadian startups. “What’s r...

IPE Real Assets reports independent power producer ILOS secures €450m facility from EIG and La Caisse: ILOS Projects (ILOS) has secured an additional €450m credit facility from infrastructure investor EIG and Canadian investor La Caisse. ILOS Projects said the increased commitment builds on deployment under the initial €250m tranche provided by EIG to support the firm’s target of developing and operating more than 2GW of solar and battery storage capacity across Europe by 2028 . Rob Johnson, managing director at EIG, and president and CIO of EIG credit management, said: “ILOS has built a platform with a clear focus on disciplined development and execution across key European power markets. “The upsizing of this facility reflects the progress the team has made deploying capital under the initial tranche and our continued confidence in ILOS’s strategy, asset base and management team.” Jérôme Marquis, managing director and head of private credit at La Caisse, said:...

 Peter Armstrong of the CBC reports on Carney's pitch to unlock trillions in global investment: CBC News has learned Prime Minister Mark Carney has invited 100 of the world's biggest investors to a summit in Toronto this September. The conference aims to pitch organizations that control trillions of dollars in capital on investing in Canada. The organizations include private investment firms such as Blackrock and some of the world's biggest sovereign wealth funds, including Singapore's GIC. Invitations were sent out this week, and none of the invited parties responded to CBC News before publication. The summit is part of a broader effort to draw global investment back to Canada as the world grapples with deeper uncertainty and global volatility. Carney has been meeting with world leaders and private businesses during his trips abroad in an effort to attract more investment to Canada. Part of the pitch is that, amid geopolitical turmoil, trade upheaval and ...