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The China Bubble?
Laura He of MarketWatch reports, China stocks may be in serious bubble:Some say that when the average “mom-and-pop” retail investors get back into the stock market, it could be time to get out. But...
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Transforming Hedge Fund Fees?
Stephanie Eschenbacher of the Wall Street Journal reports, Swiss Investor Calls for Big Cut in Hedge Fund Fees: One of Europe’s biggest hedge fund investors, Unigestion, is pushing hedge funds to scrap...
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CPPIB's Big Stake in the UK's Top Ports?
The Canadian Press reports, Canada Pension Plan Investment Board teams up on $2.9 billion stake in U.K.’s top ports manager:The Canada Pension Plan Investment Board and a British partner are spending...
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Stick a Fork in Private Equity?
Earlier this week, Andy Kessler, a former hedge-fund manager and author of “Eat People”, wrote an op-ed for the Wall Street Journal, The Glory Days of Private Equity Are Over:Private equity is done....
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Fully Funded OTPP Gains 11.8% in 2014
Jacqueline Nelson of the Globe and Mail reports, Ontario Teachers posts 11.8% return in 2014, looks abroad for investments:The Ontario Teachers’ Pension Plan is looking abroad for investment...
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Accounting Changes Worry Federal Unions?
Kathryn May of the Ottawa Citizen reports, PS pension plan accounting changes spark pre-election concerns:The federal government is changing the way it accounts for its employees’ pension plans — a...
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Resurrecting Global Bubbles?
Irwin Kellner, MarketWatch's chief economist, wrote a comment at the end of March, What will burst the stock market’s bubble?: The consensus on Wall Street is that stocks will continue to rise ......
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All Fees, No Beef?
Patrick McGeehan of the New York Times, Wall Street Fees Wipe Out $2.5 Billion in New York City Pension Gains:The Lenape tribe got a better deal on the sale of Manhattan island than New York City’s...
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United Nations of Hedge Funds?
Lawrence Delevingne of CNBC reports, World peace through hedge funds? Ask the UN:One of the largest pension funds in the world is close to using hedge funds, a move many of its peers have already...
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Norway to Invest More in Private Markets?
Saleha Mohsin and Mikael Holter of Bloomberg report, Norway Starts Process to Open Wealth Fund to Infrastructure:Norway’s government kicked off a process that could open its $880 billion wealth fund to...
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Fully Funded CAAT Gains 11.5% in 2014
The Colleges of Applied Arts and Technology (CAAT) Pension Plan announced an 11.5% net return for the year ended December 31, 2014, which increased the Plan's net assets to $8 billion from $7.1...
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Is Stan Druckenmiller Bullish on China?
Shuli Ren of Barron's reports, Stan Druckenmiller Bullish On China, Sees No Rate Hike In 2015: Emerging Markets Rally?:In an interview with Bloomberg TV, billionaire investor Stan Druckenmiller said he...
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From Russia With Love?
Over the weekend, Reuters put out an article, Russia denies German report it is ready to sign gas deal with Greece:Russia denied on Saturday a German media report suggesting that it could sign a gas...
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Is Wall Street Robbing Pensions Blind?
Dan Davies, a senior research adviser at Frontline Analysts, wrote a comment for The New Yorker, Is Wall Street Really Robbing New York City’s Pension Funds?:Most any fee, even a fraction of one per...
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Shift Toward Smaller Hedge Funds?
Matt Wirz of the Wall Street Journal reports, Small Hedge Funds Get Bigger Share of Investors’ Money:Hedge-fund upstarts attracted as much money as the titans of the industry last year, a shift for...
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Time To Short the Mighty Greenback?
Netty Idayu Ismail of Bloomberg reports, Hedge Fund That Made 18% on Dollar Strength Now Bets on Drop:Charlie Chan, a former Credit Suisse Group AG proprietary trader who now runs his own hedge fund,...
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Big Pensions Against Big Payouts?
Euan Rocha of Reuters reports, Fresh opposition to Barrick Gold Corp’s executive pay structure from Canada’s largest pension fund manager:The Canada Pension Plan Investment Board, the country’s largest...
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A New Deal For Greece?
Greece's Finance Minister Yanis Varoufakis wrote a comment for Project Syndicate, A New Deal for Greece:Three months of negotiations between the Greek government and our European and international...
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Federal Budget Boosts Federal Pensions?
BNN reports, Federal budget promises to review pension investment rules:The government says it will review a rule that prohibits federal pension funds from holding more than 30 percent of the voting...
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America’s Risky Recovery?
Martin Feldstein, Professor of Economics at Harvard University, wrote a comment for Project Syndicate on America’s risky recovery:The United States’ economy is approaching full employment and may...
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