OTPP and PSP Bet on Spain's Clean Energy?
The Ontario Teacher' Pension Plan just reported, Ontario Teachers’, PSP Investments and Santander partner on global renewable energy and water portfolio:Ontario Teachers' Pension Plan (Teachers') and...
View ArticleOntario Teachers and PSP Nearing Telesat Deal?
Alex Sherman of Bloomberg reports, Canada Funds Said Nearing $7 Billion Telesat Deal: Ontario Teachers' Pension Plan and Public Sector Pension Investment Board are nearing a $7 billion deal for...
View ArticleChina to Overhaul Its Pension System?
CCTV reports, China to overhaul dual pension system:China will reform its public sector pension system to reduce disparity between the public and private sectors, Vice-Premier Ma Kai said Tuesday at...
View ArticleAndurand Capital's Outlook on Oil
Kelly Bit and Sabrina Willmer of Bloomberg recently reported, Turmoil Boosts Hedge Funds That Bet Against Russia, Oil: Randy Smith’s Alden Global Capital has been betting against the ruble for the past...
View ArticleThe Myth of Greek Democracy?
Renee Maltezou and Lefteris Papadimas of Reuters report, Greece faces early election after PM loses vote on president:Greece heads to an early general election next month after parliament rejected...
View ArticleEngineering Your Alpha This New Year?
Arianna Huffington, President and Editor-in-Chief at The Huffington Post, published an article on LinkedIn, Happy New Year! 12 Steps To Thriving in 2015:Happy New Year! The New Year is a great...
View ArticleOutlook 2015: A Rough and Tumble Year?
Jonathan R. Laing of Barron's reports, Jeffrey Gundlach’s Surprising Forecast:It has been a magnificent year for both the stock and bond markets, even with the slight wobble in equity-market results in...
View ArticleThe Coming War on Pensions?
Michael Hudson wrote a comment on counterpunch, The Coming War on Pensions:On the Senate’s last day in session in December, it approved the government’s $1.1 trillion budget for coming fiscal year.Few...
View ArticleBest and Worst Hedge Funds of 2014?
Matthew Goldstein of the New York Times reports, Profit at Point72, Cohen’s New Firm, Outshines Many a Hedge Fund’s:If Steven A. Cohen’s investment firm were operating as a hedge fund, it would have...
View ArticleAn Insider’s View of Canada's Pension Debate?
At the end of December, Dana Flavelle of the Toronto Star interviewed Sun Life's Tom Reid who provided an insider’s view of the pension debate:Amid growing concerns some Canadians won’t have enough...
View ArticleOn the Verge of Another Euro Crisis?
Don Pittis of the CBC reports, The re-emergence of crisis theory as Europe faces new calamity:To Canadian political economist Daniel Drache, Europe feels like it could be on the verge of a crisis....
View ArticleAnother Big Blow to Hedge Funds?
Miles Johnson of the Financial Times reports, Dutch pension scheme pulls €4bn hedge funds investment:Europe’s second-largest public pension fund has withdrawn all of its €4.2bn investment in hedge...
View ArticleAre Pensions Systemically Important?
Janet McFarland of the Globe and Mail reports, Pension plans push back over 'unbelievable' new powers for regulator:Three of Canada’s largest pension fund managers are protesting powerful new...
View ArticleCaisse to Handle Quebec's Infrastructure?
Bloomberg News reports, Quebec turns to Caisse de Depot to finance and manage $5-billion infrastructure projects:Quebec will turn to the Caisse de Depot et Placement du Quebec to plan, finance and...
View ArticleThe Swiss Currency Tsunami?
Alice Baghdjian and Silke Koltrowitz of Reuters report, Swiss central bank shocks markets with currency 'tsunami':The Swiss National Bank shocked financial markets on Thursday by scrapping a...
View ArticleIs OMERS Worried About Deflation?
Ari Altstedter and Doug Alexander of Bloomberg report, Ontario Pension Manager’s Top Trade Is Bonds as Economy Weakens: The pension fund that manages retirement savings for Ontario’s municipal...
View ArticleTaming New Jersey's 'Insatiable Beast'?
Samantha Marcus of NJ Advance Media reports, How did N.J. get into this pension mess?:Some 800,000 people, working and retired, are beneficiaries of New Jersey’s pension system, a collection of funds...
View ArticleCanada's Overstaffed Public Pensions?
Barry Critchley of the National Post reports, Brian Gibson’s take on Canada’s overstaffed public pension plans:Given his role as a senior investments adviser to the chief investment officer of the...
View ArticleBank of Canada's Turn to Shock Markets?
Barrie McKenna of the Globe and Mail reports, Bank of Canada shocks market with rate cut: The Bank of Canada announced a surprise quarter-percentage-point cut to its key interest rate Wednesday – a...
View ArticleECB: A Day Late and a Euro Short?
Paul Carrel and John O'Donnell of Reuters report, ECB launches last-ditch program to revive euro economy:The European Central Bank took the ultimate policy leap on Thursday, launching a government...
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