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Goldman Stars Fall Back Down to Earth?
Miles Johnson of the Financial Times reports, Goldman stars fall back down to earth:Of all the Wall Street tribes rendered extinct by the financial crisis, few carried the same symbolism as the Goldman...
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An Alternatives Blitz Bonanza?
Pierre Paulden, David Carey and Sabrina Willmer of Bloomberg report, Blackstone’s Blitzer Hunts Goldman’s Lost Opportunities:David Blitzer had his eye on Addy Loudiadis’s business at Goldman Sachs...
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The Secret Club That Runs The World?
The Morning Joe staff at MSNBC recently published an excerpt from Kate Kelly’s ‘The Secret Club That Runs the World’:Pierre Andurand was so comfortable with his $8 billion crude oil position that he...
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CPPIB's Struggle With Bold Investment Bets?
Tim Kiladze of the Globe and Mail reports, Risk rising: Inside the struggle over CPP's big, bold investment bets:At first glance, the Canada Pension Plan looks like a model for a government-created...
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Quebec's Declaration of Pension War?
Last week, Philip Authier of the Montreal Gazette reported, Pension bill ‘a declaration of war,’ unions say:The government’s hopes that Quebec’s municipalities and unionized workers could come to a...
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Time to Load Up on Linkers or Risky Stocks?
Peter Levring of Bloomberg reports, Historically Cheap Linkers Draw In CIO at $76 Billion PFA Fund:Denmark's biggest commercial pension fund is clinging on to its inflation-linked bonds in case markets...
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Andurand Capital's Negative IRR?
Following my review of Kate Kelly's book, The Secret Club That Runs the World, an astute hedge fund investor shared these insights with me:Pierre Andurand has lost more dollars than he made for clients...
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The Soul of a Hedge Fund Machine?
James Freeman of the Wall Street Journal recently wrote a long article on Bridgewater Associates, The Soul of a Hedge Fund 'Machine':How do you build the world's largest hedge fund? Bridgewater...
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Gordon Fyfe Leaves PSP to Head bcIMC
Janet McFarland of the Globe and Mail reports, Victoria native with global network named B.C. pension fund CEO:British Columbia’s giant pension fund manager has named federal pension executive Gordon...
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Big Investors Missed Stock Rally?
Gregory Zuckerman of the Wall Street Journal reports, Big Investors Missed Stock Rally:Corporate pension funds and university endowments in the U.S. have missed out on much of the rally for stocks...
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AIMCo's Unconventional Investments?
Scott Haggett of Reuters reports, Pension manager AIMCo turns unconventional to boost returns:Alberta Investment Management Corp (AIMCo), the C$80 billion ($73.7 billion) provincial pension manager, is...
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Detroit's New Hybrid Plan Solution?
Mary Williams Marsh of the New York Times reports, Detroit Rolls Out New Model: A Hybrid Pension Plan:In the face of Detroit’s tumultuous bankruptcy proceedings, in which multiple parties are...
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A Hedge Fund Love Affair?
Halah Touryalai of Forbes reports, Everybody Loves Hedge Funds, Assets Hit Record $3 Trillion:Love ‘em or hate ‘em, the world of hedge funds is only getting bigger.The industry saw assets surpass $3...
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The Euro Deflation Crisis?
Peter Polak of Foreign Affairs reports, The Euro Deflation Crisis:A specter is haunting Europe -- the specter of deflation. Countries throughout the European Union have been struggling for the past...
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Will GASB's New Rules Sink U.S. Pensions?
Darrell Preston of Bloomberg reports, U.S. Public Pension Funding Gaps to Widen Under New Rules:Some U.S. public pensions, which lack savings for $1.4 trillion of promises to retired government...
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Betting on the U.S. Real Estate Recovery?
Bertrand Marotte of the Globe and Mail reports, Caisse, CPPIB express faith in recovery by upping bets on New York office towers:Two of Canada’s largest pension funds are raising their stakes in the...
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Blackstone's New Big Swinging Hedge Fund?
Rob Copeland of the Wall Street Journal reports, Blackstone Readies Big-Bet Hedge Fund:Blackstone Group LP is quietly laying plans to start a hedge fund that will make big, bold bets, an effort it...
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The Return of Subprime Debt?
Jon Asmundsson of Bloomberg reports, Hedge Fund Finds Asset-Backed Bargains in Subprime Debris:Swooping into sectors left cratered by the global financial crisis, hedge funds have found that the surest...
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Private Equity's Trillion Dollar Hole?
Andrew Blackman of the WSJ reports, Private Equity Has More Than It Can Spend:How does it feel to have a trillion dollars burning a hole in your pocket?Ask the private-equity industry. It has been so...
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When Interest Rates Rise?
Tom Petruno of the Los Angeles Times reports, Why interest rates may stay very low for a lot longer:Since the financial crash of 2008, one of the biggest guessing games in the U.S. economy and markets...
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