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The Brutally Cold Chill of Deflation?
Ambrose Evans-Pritchard of The Telegraph reports, RBS cries 'sell everything' as deflationary crisis nears:RBS has advised clients to brace for a “cataclysmic year” and a global deflationary crisis,...
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On Loony Markets and Loonie Forecasts?
CNBC reports, Dow futures briefly plunge 400 after data; 10-yr yield dips below 2%:U.S. stock futures indicated a sharply lower open on Friday after disappointing U.S. data and the Chinese stock market...
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Is The Bloodbath in Stocks Over?
Tomi Kilgore of MarketWatch reports, Stock market bloodbath wasn’t the final flush, indicator suggests:The stock market’s bloodbath Friday was not the final flush needed to clear the way for a...
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Should The Bank of Canada Stay Put?
Tim Shufelt of the Globe and Mail reports, Economists warn rate cut could erode confidence in loonie:A potential rate cut by the Bank of Canada this week risks undermining confidence in the Canadian...
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Oil's Nightmare Dominates Davos?
Javier Blas and Grant Smith of Bloomberg report, Oil's Nightmare Scenario Dominates Davos:The first mantra of the oil crisis was “lower for longer.” Then “lower for even longer.” Now in Davos, oil...
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The Long Term Imperative?
In an era of growing complexity and uncertainty, how can business leaders make decisions for the long-term? At Davos 2016, a panel discussion which included Mark Wiseman, CEO of CPPIB, discussed "The...
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Hedge Funds Escape Market Carnage?
Svea Herbst-Bayliss of Reuters reports, U.S. hedge funds boast lower losses as markets tumble further:For some of the hedge fund industry’s titans, including Nelson Peltz and William Ackman, 2016 is...
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Private Equity's Not So Golden Age?
David Carey and Devin Banerjee of Bloomberg report, Private Equity's Golden Age Wasn't So Golden After All:Henry Kravis called it private equity’s golden age. From 2005 to 2007, buyout firms paid fat...
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The Only Game in Town?
Ray Dalio, founder of Bridgewater, wrote an op-ed for the Financial Times, Pay attention to long-term debt cycle:I have a controversial view that is based on my alternative economic template, and I...
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Ontario's "Wynning" Pension Strategy?
Matt Scuffham of Reuters reports, Ontario pushes ahead with new government pension plan:Ontario, Canada’s most populous province, said on Tuesday it will push ahead with the launch of a new government...
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Europe's Pension Time Bomb?
Francesco Guerrera of Politico reports, European pension schemes ‘vulnerable to big market downturn’(h/t, Suzanne Bishopric):Many work pension schemes are vulnerable to a major market and economic...
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The New Negative Normal?
Justin McCurry of the Guardian reports, Bank of Japan shocks markets by adopting negative interest rates:Japan’s central bank has made a shock decision to adopt negative interest rates, in an attempt...
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CPPIB's Focus on Gender Diversity?
CPPIB has a message to all women in finance, it's actively looking for you:At CPPIB, our goal is to have an employee population that reflects the communities in which we operate. This is because we...
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Ultra Low Rates For Years?
David Brown wrote an excellent comment for the South China Morning Post, Major economies will be saddled with ultra low rates for years:Global markets are digging themselves into a deep hole. Sheer...
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Time To Dismantle Costly CPP?
Barbara Shecter of the National Post reports, Canada Pension Plan has no cost advantage over other large public pensions:Proponents of expanding the Canada Pension Plan, or launching a similar...
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Are Banks The Next Big Short?
Philip Baker of the Australian Financial Review reports, Deutsche Bank's troubles unmask bigger risks:At the Deutsche Bank annual meeting in Frankfurt in 2015 a disgruntled investor got up in front of...
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Canadian Pensions Cooling on Infrastructure?
Matt Scuffham of the Globe and Mail reports, Canada pension funds pull back on infrastructure as prices climb:Canada’s biggest pension funds say they are walking away from more and more global...
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Hedge Funds Getting Crushed?
Kaja Whitehouse of USA Today reports, Hedge funds keep getting crushed:After a rough 2015, "smart money" hedge fund investors are getting crushed again this year as some of their favorite stocks get...
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What's Behind The Market Turmoil?
Matt Philips of Quartz reports, China’s crisis, Europe’s debt, and the US oil bust have become one big worldwide mess:It’s finally happened. The Chinese economic slump, the global energy bust, the...
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OTPP Steps on a German Land Mine?
Barbara Shecter of the National Post reports, National Bank to write off $165-million investment after Germany shuts down Maple Bank:National Bank of Canada will take a writedown of $165 million, which...
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