Canadian pension investor IMCO is bracing for higher inflation and a weaker US dollar in 2026, as the $62 billion fund said investors need to protect diversification and liquidity in a volatile environment and be wary of risks in passive investments. In a podcast, chief strategist Nick Chamie unpacked the asset allocation insights, which were released in the annual IMCO World View paper, in conversation with Top1000funds.com editor Amanda White.
There is a prevailing view among LPs that once a PE firm has an underperforming fund, the best way forward is to stop committing to future funds. But do outperforming funds that become underperformers deserve consideration?
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