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The Dog Which Has Not Barked?
Michael Klimes of Professional Pensions reports, Deflation is the ‘dog which has not barked’:Fears of deflation have been exaggerated since the 2008 financial crisis according to former Bank of England...
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Ottawa Taps Pensions For Infrastructure?
Andy Blatchford of the Canadian Press reports, Will big pension funds and Ottawa partner to build tomorrow's infrastructure?:The Trudeau government's newfound enthusiasm about a big Montreal transit...
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The Hedge Fund Scam?
Emily Jane Fox of Vanity Fair reports, Another Hedge Funder Admits That Hedge Funds Are a Scam:Wall Streeters, as a group, are not known for their humility. They are a collection of chest-thumping,...
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Best Canadian Pension You Never Heard Of?
Bruce Johnstone of the Regina Leader-Post reports, Saskatchewan Pension Plan marks 30 years of quiet success:Since 1986, the Saskatchewan Pension Plan (SPP) has been quietly been going about its...
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Why Is Mark Wiseman Leaving CPPIB?
Barbara Shecter of the National Post reports, CPP investment chief Mark Wiseman to make surprise exit after nearly four years at helm:The executive who oversees investments on behalf of Canada’s...
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CPPIB Gains 3.4% in FY 2016
David Paddon of the Canadian Press reports, CPPIB posts weakest rate of return since 2009: The Canada Pension Plan Investment Board's annual rate of return dropped to 3.4 per cent last year, the lowest...
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Top Funds' Activity For Q1 2016
Svea Herbst-Bayliss and Sam Forgione of Reuters report, Top U.S. hedge funds bet on Alphabet, Netflix and retailers:Former SAC executive Gabe Plotkin's Melvin Capital took a new position in streaming...
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Chicago's Pension Patch Job?
Hal Dardick of the Chicago Tribune reports, Mayor floats plan to fix city's smallest pension fund:Mayor Rahm Emanuel on Monday floated a new idea to fix the city's smallest government worker pension...
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R.I.P. Deflation?
Amey Stone of Barron's reports, Deflation Is Dead, Buy TIPS over Treasuries:BlackRock’s global chief investment strategist Richard Turnhill is worrying a lot more about inflation lately. His weekly...
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Hedge Funds' Day of Reckoning?
Scott Deveau and Devin Banerjee of Bloomberg report, Hedge Funds May Lose 25% of Assets, Blackstone’s James Says:The $2.9 trillion hedge-fund industry may lose about a quarter of its assets in the next...
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The Ultimate Diversifier?
Joe Davis of Vanguard wrote a very interesting comment, By this measure, bonds have never been more valuable:Global bond yields hover near all-time lows. In the United States, a 10-year Treasury note...
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Memo To Mark Machin?
Andrew Willis of the Globe and Mail wrote a tongue-in-cheek comment, Memo to Mark Machin: Here's Your To-Do List at CPPIB:After 11 years at Canada Pension Plan Investment Board, CEO Mark Wiseman is...
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What's Good For Goldman?
Aaron Kirchfeld and Ruth David of Bloomberg report, Goldman Sachs Said to Cut Dozens of Investment Banking Jobs:Goldman Sachs Group Inc. cut investment banking jobs in the last few weeks, joining...
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Another Shot Against Expanding the CPP?
Ian McGugan of the Globe and Mail reports, Expanding CPP may not help most vulnerable retirees:You’ve probably seen the television ad by now – the one that shows a man receiving a watch as a retirement...
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ORPP an Impediment to Enhanced CPP?
The Canadian Press reports, Canada Pension Plan reform: Ontario's new pension plan complicates talks:Federal sources say Canada's most populous province has become Ottawa's main challenge in work to...
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Are US Stocks Going to Melt Up?
Bob Bryan of Business Insider reports, HSBC: Stocks look like they could 'melt up':Stock are going up and to the right, according to the technical analysis team at HSBC.The group, headed up by Murray...
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Endgame For The Dollar Bull Run Is Near?
Roger Blitz of the Financial Times reports, Endgame for dollar bull run approaches:The ailing dollar got out of bed on Monday to see what US Federal Reserve chair Janet Yellen had to say, shrugged its...
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Much Ado About Soros?
Gregory Zuckerman of the Wall Street Journal reports, A Bearish George Soros Is Trading Again:After a long hiatus, George Soros has returned to trading, lured by opportunities to profit from what he...
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Growing Appetite For Infrastructure Assets?
Robin Respaut of Reuters reports, Public pension funds seek infrastructure as market heats up:The California Public Employees’ Retirement System recently bought a stake in a private Indiana toll road...
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IPCM 2016: Adapting to the New Normal?
The Canada News Wire reports, International Pension Conference of Montréal Experts Call for an Adaptation to the New Normal:Low interest rates and weak growth are here to stay at least in the...
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