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Prepare For Global Deflation?
Koh Gui Qing of Reuters reports, China January factory growth stalls, deflation pressures build, bad debt rises:China's manufacturing growth stalled for the second straight month in January and...
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A Political Earthquake in Greece?
Nick Squires of the Telegraph report, Greeks hand stunning victory to anti-austerity Syriza:Greece set itself on a collision course with the rest of Europe on Sunday night after handing a stunning...
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Soros Warns Pensions on Hedge Funds?
David Sirota of the International Business Times reports, Billionaire Currency Trader George Soros Warns Against Investing Public Pension Money In Hedge Funds:Another towering figure in the financial...
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PSP Taps New CEO From Rival CPPIB
Euan Rocha of Reuters reports, Canada's PSP taps new CEO from rival pension fund manager CPPIB:Public Sector Pension Investment Board (PSP), one of Canada's largest pension fund managers, announced on...
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Will the Fed Make a Monumental Mistake?
Lisa Abramowicz of Bloomberg reports, Jeffrey Gundlach: Fed Is on the Brink of Making a Big Mistake:Jeffrey Gundlach says the Federal Reserve is on the brink of making a big mistake.U.S. central...
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Greece’s Do-Or-Die Moment?
Shawn Tully of Fortune reports on Greece’s do-or-die moment:If Greece’s newly elected government sticks to its sloganeering stance, it will probably exit the Euro. And that could snowball into an...
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Checkmate For Greece?
Andrew Ackerman of the Wall Street Journal reports, Obama Expresses Sympathy for New Greek Government:President Barack Obama expressed sympathy for the new Greek government as it seeks to rollback its...
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Canadian Pensions Snapping Up Real Estate?
Gary Marr of the National Post reports, Canadian pension funds scoop up US$2.75B in U.S. commercial property in first half of January:A falling loonie has done little to reduce the appetite of Canadian...
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Will Deflation Decimate Pensions?
Josephine Cumbo of the Financial Times reports, UK pension deficits double to more than £100bn:Pension deficits at the UK’s largest companies nearly doubled over the past year to exceed £100bn, as...
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Will Germany Push Greece Over The Edge?
Lorcan Roche Kelly of Bloomberg reports, Greece: Here's What Happens Next:The ECB made it clear yesterday that the suspension of Greek sovereign debt as eligible collateral was due to it having become...
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On The Cusp Of Raising Rates?
Lucia Mutikani of Reuters reports, Strong U.S. job, wage gains open door to mid-year rate hike:U.S. job growth rose solidly in January and wages rebounded strongly, a show of underlying strength in the...
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Varometer Rising?
Gavin Jones of Reuters reports, Greek finance minister says euro will collapse if Greece exits:If Greece is forced out of the euro zone, other countries will inevitably follow and the currency bloc...
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Focus on Emerging Market Infrastructure?
Max Townsend, a student at the Queen’s School of Business, wrote a comment for the Globe and Mail, Canada’s pension plans should focus on emerging-market infrastructure: When the World Bank and...
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List Of Highest-Paid Pension Fund CEOs?
Madison Marriage of the Financial Times reports, Listed: highest-paid pension fund CEOs (ht, Pension360):FTfm research revealing multimillion-dollar salaries at some of the world’s largest pension...
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The ‘Inexorable' Global Shift to DC Pensions?
Janet McFarland of the Globe and Mail reports, Canada’s pension assets still overwhelmingly in DB plans:Defined contribution pension plans still account for a tiny minority of all pension assets in...
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Can the Caisse Make Money on Public Transit?
Jason Magder of the Montreal Gazette reports, Doubts raised over whether Caisse can make money on transit projects:Public transit doesn’t make money.With only a few exceptions — in every major city —...
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No Time for Games in Europe?
Jame Kanter and Liza Alderman of the New York Times report, Meeting on Greek Debt Produces an Ultimatum:The standoff between Greece and its European lenders appeared to reach a new low on Monday as...
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Will Longevity Risk Doom Pensions?
John Mauldin of Mauldin Economics published a comment on longevity risk, Mamas, Don’t Let Your Babies Grow Up to Be Pension Fund Managers (emphasis is mine):We do not have to look to Greece to find...
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Are Chicago and Tampa The Next Detroit?
Mike Corones of Reuters reports, Chicago’s untenable pension situation (h/t, Suzanne Bishopric):The headline certainly sounds dire: Chicago sees fiscal doomsday if court suspends pension changes. The...
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Top Funds' Activity in Q4 2014
Svea Herbst-Bayliss and Sam Forgione of Reuters report, Top U.S. hedge funds cut Apple stakes ahead of all-time high:Top U.S. hedge fund management firms, including David Einhorn's Greenlight Capital...
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