Archive

True diversification has become more important than ever to investors, especially amid expectations of an uneven COVID-19 economic recovery. We caught up with Oleg Mogilny, Managing Director, Public Market Alternatives and Factor Investing, to talk about how public markets alternatives help IMCO diversify and manage its risk profile while uncovering opportunities to drive returns. Tell ...

At the start of 2020, the global economy entered unmapped territory as the COVID-19 pandemic took hold. For Nick Chamie, IMCO’s Chief Strategist, the manner in which governments around the world responded to the pandemic could reshape market dynamics in the future. What makes the COVID-19 crisis different from other economic shocks in recent decades? ...

Investing against a backdrop of a global pandemic is challenging enough. For IMCO, it has also meant that the organization is taking its first steps as a full-service global asset manager in one of the most volatile and uncertain period in recent history. We spoke with Jean Michel, IMCO’s Chief Investment Officer, to get his ...

The volatility caused by the COVID-19 pandemic is driving a fundamental reset in private company valuations. What’s more, the crisis has created a highly challenging economic environment to which private businesses aren’t immune. Even against this backdrop, Craig Ferguson, IMCO’s Managing Director of Private Equity, says there are many reasons to be optimistic about long-term ...

Asset managers are bracing for an unprecedented period of volatility which promises to linger for some time to come. What structural advantages is IMCO leveraging to drive returns and deal flow against this backdrop? And how is it thinking about investors’ appetite for credit? We caught up with Jennifer Hartviksen, Managing Director of Global Credit, ...

Real estate finds itself buffeted by a number of challenging macroeconomic trends, from slowing economic growth to the disruption of the retail industry and housing affordability concerns – and now, the coronavirus pandemic. We spoke with Brian Whibbs, IMCO’s Managing Director of Real Estate, to get his insights about how investors are approaching this asset ...

In a challenging and rapidly evolving investing climate like the one the world faces today, the way portfolios are built plays an critical role in driving returns. We spoke with Patrick De Roy, Senior Managing Director of Total Portfolio and Capital Markets, to understand how investors can build diversified, well-balanced portfolios for the current environment. ...

Investors have increased their exposure to infrastructure assets in recent years, in part, for their relative stability and steady cash flows, especially at times of volatility and uncertainty. What does 2020 hold for this asset class, against an unprecedented backdrop of slowing economic growth and market turmoil? We spoke with Tim Formuziewich, IMCO’s Managing Director ...

With the coronavirus pandemic creating massive selloffs in global equities in early 2020, volatility and uncertainty pose a key risk to institutional investors. We spoke with Tanya Lai, IMCO’s Managing Director of Public Equities, to discuss how IMCO is building its public equity portfolio and keeping a long-term perspective during this unprecedented time. How do ...