Global Bonds Enter The Twilight Zone?
Chikako Mogi of Bloomberg reports, Japan Bond Yields Tumble to New Lows as Yen Soars on Brexit, Fed: Japan’s government bonds surged, driving down yields from five to 40 years to record lows as the yen...
View ArticlePicking Up Canada's Pension Slack?
Andy Blatchford of The Canadian Press reports, Bill Morneau's briefing book raises red flags on public pension investment:A briefing book prepared last fall for incoming Finance Minister Bill Morneau...
View ArticleChasing a CPP Consensus?
Geordan Omand of the Canadian Press reports, Revamp of Canada Pension Plan centre stage at finance ministers' meeting:The federal finance minister says revamping the Canada Pension Plan is critical to...
View ArticleAn Agreement on Expanding the CPP?
Geordon Omand of the Canadian Press reports, Finance ministers reach agreement on expanding CPP:Most of Canada's finance ministers reached an agreement in principle Monday to revamp the Canada Pension...
View ArticleTo Brexit Or Not To Brexit?
John Geddie of Reuters reports, Beyond Brexit, easy central banks keep euro zone bonds in demand:Investors hoovered up euro zone bonds on Wednesday, daring to look beyond Britain's EU vote to a world...
View ArticleCanada's Next Pension Challenge?
Don Pittis of CBC News reports, Now that Bill Morneau conquered the CPP it's time to move on to a harder pension problem: Who would ever have guessed that hammering out a Canada Pension Plan solution...
View ArticleEurope's Minsky Moment?
Herbert Lash and Marc Jones of Reuters report, World stocks tumble as Britain votes for EU exit:Global capital markets reeled on Friday after Britain voted to leave the European Union, with $2 trillion...
View ArticleProfiting From Brexit?
Rachael Levy of Business Insider reports, A select group of hedge funds made some serious money on Brexit:The UK has voted to leave the European Union, a shock decision that sent markets crashing on...
View ArticleOntario Teachers' Brazilian Blunders?
Theresa Tedesco of the National Post reports, Buyer beware: How the Ontario Teachers’ Pension Plan got caught in the fallout of Brazil’s biggest scandal:An investigation into money laundering at gas...
View ArticleTeachers Wage War on Hedge Funds?
Brody Mullins of the Wall Street Journal reports, Teachers Union and Hedge Funds War Over Pension Billions:Daniel Loeb, Paul Singer and dozens of other hedge-fund managers have poured millions of...
View ArticleHedge Funds' Brexit Pain?
Christopher Langner of Bloomberg reports, Hedge Funds' Brexit Pain:Hedge fund managers won't admit it, but they live for the quarter. While some of the bigger firms update clients more often, regular...
View ArticleSummer Crash of 2016?
Michael Gayed of Pension Partners asks, Summer Crash of 2016?:Amazing what a difference a day makes. On Tuesday of last week, I wrote the below article which was set to be published on Marketwatch.com...
View ArticleThe Big CPP Clash?
Charles Lammam and Hugh MacIntyre of the Fraser Institute wrote an op-ed for the National Post, The big CPP clash: Who’s fuelling pension myths now?:The “agreement in principle” to expand the Canada...
View ArticleThe Bond Market's Ominous Warning?
Neil Irwin of the New York Times reports, If the message the bond market is sending is right, we should all be terrified:The financial media tend to report breathlessly about what the stock market did...
View ArticleThe Yipee Stock Market?
Aaron Task of Fortune reports, 3 Reasons the Stock Market Is Rising Even As the World Feels Like It's Falling Apart: It’s been three weeks since British voters shocked the world and voted to leave the...
View ArticleHard Times in Hedge Fundistan?
Rob Copeland of the Wall Street Journal reports, Bridgewater’s Flagship Fund Falters as Another Thrives:The world’s largest hedge-fund firm posted billion-dollar swings in its largest funds during the...
View ArticlebcIMC Dips 0.2% in Fiscal 2016
Canada News Wire reports, bcIMC Reports Fiscal 2016 Annual Returns:British Columbia Investment Management Corporation (bcIMC) today announced an annual combined pension return, net of costs, of -0.2...
View ArticleCalPERS Smears Lipstick on a Pig?
Timothy W. Martin of the Wall Street Journal reports, Calpers Reports Lowest Investment Gain Since Financial Crisis:The largest U.S. public pension posted its lowest annual gain since the last...
View ArticlePSP Investments Gains 1% in FY 2016
Rob Kozlowski of Pensions & Investments reports, PSP Investments returns 1% for fiscal year:Public Sector Pension Investment Board, Montreal, returned 1% in the fiscal year ended March 31, a news...
View ArticleBeware of a Bull Trap?
Chuck Jaffe of MarketWatch reports, Technical analyst: Is this bull market just a bull trap?:Leo Leydon of Financial Focus Advisory Services in Pembroke, Mass., says the market’s run of good days to...
View Article