Canadian institutions are planning a major pullback from domestic stocks, with assets expected to shift mainly into global passive equities and alternatives. Roughly a third of Canadian institutions plan to significantly expand allocations to private credit in the next three years and 36% are planning major increases to private infrastructure equity. In both cases, fewer than 10% of institutions are planning significant reductions.
MethodologyCrisil Coalition Greenwich conducted in-depth interviews from February through September with 149 of the largest funds in Canada. Senior fund professionals were asked to provide quantitative and qualitative evaluations of their investment managers, assessments of those managers soliciting their business, and detailed information on important market trends.