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Negative Interest Rates, Eh?
David Parkinson and Barrie McKenna of the Globe and Mail report, Bank of Canada opens door to negative interest rates as oil, dollar sink:The Bank of Canada has restocked its emergency kit to defend...
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Shining A Light On Canada’s Top Ten?
Matt Scuffham of Reuters reports, Canada’s top 10 pension funds tripled in size since 2003:Canada’s biggest 10 public pension funds now manage assets worth more than $1.1-trillion, having tripled in...
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Greek Pension Disease Spreading?
Paul Taylor of Reuters reports, As pension reform crunch nears, Greek coalition looks fragile:Greek Prime Minister Alexis Tsipras' governing majority is looking fragile as crunch time approaches for a...
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Will The High Yield Blow-Up Crash Markets?
Tim McLaughlin of Reuters reports, Third Avenue junk fund blow-up exposes risks of unsellable assets:The blow-up of Third Avenue Management's junk bond fund this week, the biggest mutual fund failure...
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The Federal Reserve’s Tacit Aim?
Luc Vallée, chief strategist at Laurentian Bank Securities, wrote a comment over the weekend for the Globe and Mail, The Federal Reserve’s tacit aim is to stabilize the dollar:Here we are again, days...
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Giant Pensions Turn To Infrastructure?
Chris Cooper of Bloomberg reports, Japan's $1.1 Trillion Pension Fund Boosts Infrastructure Section (h/t: Pension360):Japan’s 135 trillion yen ($1.1 trillion) Government Pension Investment Fund is...
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Canadian Pensions Betting On Energy Sector?
Allison Lampert of Reuters reports, Canadian pension fund PSP eyes energy sector amid oil slump:The Public Sector Pension Investment Board, one of Canada's 10 largest pension fund managers, is...
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Hedge Funds Party Despite Huge Losses?
Nishant Kumar of Bloomberg reports, Hedge Funds Just Had Their Worst Quarter Since the Crisis:Hedge fund closures surged in the three months to the end of September as money managers reeled from...
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Biggest Pension Gaffe of 2015?
Watching that awkward moment at the end of Miss Universe 2015 on Sunday evening got me thinking about the biggest pension gaffe of the year. Earlier this month, Adam Mayers of the Toronto Star...
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No Enhanced CPP For Christmas?
Leah Schnurr and Randall Palmer of Reuters report, Ministers eye no action on Canada Pension Plan premium:Canada's federal and provincial financial ministers are considering not raising premiums for...
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The Year Nothing Worked?
Lu Wang of Bloomberg reports, The Year Nothing Worked: Stocks, Bonds, Cash Go Nowhere:The idea behind asset allocation is simple: when one market struggles, it’s OK because an investor can jump into...
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2015's Best of Pension Pulse?
In my final comment of 2015, I'm going to go over a few key comments of the year. To date, I published 238 posts this year and while I consider them all important, it's useful to highlight the ones...
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Outlook 2016: The Deflation Tsunami Cometh?
Morris Bechloss wrote a comment for The Desert Sun, When Will Deflationary Blight End?:As the year 2015 comes to termination, there seems to be no equivalent end to the deflationary current blight....
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One Up On Soros?
Katherine Burton of Bloomberg reports, Ex-Soros's Bessent Raises $4.5 Billion for New Hedge Fund Firm:Scott Bessent, who oversaw George Soros’s $30 billion fortune for the last four years, will be...
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Canadian Pensions' Solvency Dips in 2015?
Barry Critchley of the National Post reports, Pension solvency dipped slightly in 2015, Mercer report shows:The poor equity market performance, the continued decline in long-term bond yields and new...
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Soros Warns of Another 2008 Crisis?
Matt Clinch of CNBC reports, Soros: It's the 2008 crisis all over again:Billionaire financier George Soros is warning of an impending financial markets crisis as investors around the world were roiled...
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Mind The Wage Gap?
Sho Chandra of Bloomberg reports, Payrolls in U.S. Rise More Than Projected, Jobless Rate at 5%:Payroll growth surged in December after stronger job gains the prior two months, capping the second-best...
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The Best And Worst Hedge Funds Of 2015?
Kate Kelly of CNBC reports, Plotkin, Edelman among big hedge fund winners in 2015:For the average hedge fund, 2015 was nothing to brag about, and even may have proved humiliating.But a handful of...
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Ontario Teachers' New CIO?
Barbara Shecter of the National Post reports, Ontario Teachers’ Pension Plan finds new chief investment officer in Denmark:The Ontario Teachers’ Pension Plan has appointed a new chief investment...
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GPIF's CIO Sick of Outsourcing Investments?
Anna Kitanaka and Shigeki Nozawa of Bloomberg report, Japan's GPIF Debates 3% Stock Cap in Push for In-House Investing (h/t: Pension360):The world’s biggest pension fund signaled a willingness to cap...
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