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Top Funds' Activity in Q3 2016
Tae Kim of CNBC reports, Chanos says Valeant was biggest loser ever for hedge funds, topping Enron; Cost industry $40 billion:Short-seller Jim Chanos lambasted his hedge fund industry peers for...
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Denmark's Dire Pension Warning?
Frances Schwartzkopff of Bloomberg reports, World’s Best-Funded Pension Market Has a $650 Billion Warning: No country on the planet is better prepared to pay for its aging population than Denmark. But...
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Trumping The Bond Market?
Ben Eisen of the Wall Street Journal reports, The $19.8 Trillion Hurdle Facing Higher U.S. Inflation:The rise in Treasury yields slowed this week, highlighting skepticism in some quarters that Donald...
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Targeting Canada's DB Pensions?
Grace Macaluso of the Windsor Star reports, Opposition MPs, labour groups decry federal 'anti-pension' bill:A growing number of seniors could face poverty if the federal Liberals proceed with proposed...
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Meeting The Oracle of Omaha?
Philippe Hynes, President of Tonus Capital here in Montreal, recently went on a trip with Concordia University students to meet the Oracle of Omaha. He shared his thoughts with me and his clients this...
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GPIF Riding The Trump Effect?
Anna Kitanaka and Shigeki Nozawa of Bloomberg report, World’s Biggest Pension Fund Finds New Best Friend in Trump:One of the world’s most conservative investors has found an unlikely new ally in one of...
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Canada's Great Pension Debate?
In a response to Bernard Dussault, Canada's former Chief Actuary, Bob Baldwin, a consultant and former board of director at PSP Investments, sent me his thoughts on Bill C-27, DB, DC and target benefit...
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Liquidations Hurting Hedge Funds?
Amy White of Chief Investment Officer reports, How Liquidations Hurt Hedge Fund Returns (h/t, Ken Akoundi, Investor DNA):It’s not just pension funds that have to worry about liability risks.Hedge funds...
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Addressing The UK's Pension Crisis?
The Mail Online reports, Pension funding deficits 'nearly a third of UK GDP':Britain's mammoth funding gap for gold-plated company pensions stands at nearly a third of the country's economic output...
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Institutions Piling Into Illiquid Alternatives?
BusinessWire reports, World’s Largest Institutional Investors Expecting More Asset Allocation Changes over Next Two Years Than in the Past:Institutional investors worldwide are expecting to make more...
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CalPERS Gets Real on Future Returns?
Randy Diamond of Pensions & Investments reports, CalPERS balancing risks in review of lower return target:The stakes are high as the CalPERS board debates whether to significantly decrease the...
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Hedge Funds Get Big or Go Home?
Lisa Abramowicz of Bloomberg reports, Hedge Funds Get Big or Go Home: Hedge funds have had a rough year.They have delivered unimpressive returns. They're battling one another for a stagnant pool of...
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Does Size Matter For PE Fund Performance?
Dylan Cox of Pitchbook reports, Size doesn't matter in PE fund performance over the long term:Despite the dueling claims that smaller PE fund managers lack sophistication or sufficient scale, or that...
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US State Pensions Need a Miracle?
Frank McGuire of Newsmax Finance reports, Former Fed Adviser: 'Some Miracle' Needed to Defuse $1.3 Trillion Pensions Time Bomb:America will need “some miracle” to survive the looming economic disaster...
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Unleashing Those Animal Spirits?
Alistair Smout of Reuters reports, World stocks hold near 16-month highs after strong week:European shares hit their highest level for 11 months, and were set for their best week since February,...
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CPPIB Goes Into All Blacks Territory?
Richard Ferguson of the Australian reports, CPPIB acquires 50pc stake in AMP Capital-managed NZ portfolio:North American investor Canada Pension Plan Investment Board has acquired a half-stake in an...
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Will Dow 20,000 Save Pensions?
Vipal Monga and Heather Gillers of the Wall Street Journal report, Dow 20000 Won’t Wipe Away Pension Problems:The 2016 surge in stocks and bond yields is a rare positive for U.S. company and public...
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CalPERS' Warning to US Public Pensions?
Heather Gillers of the Wall Street Journal reports, America’s Largest Pension Fund: A 7.5% Annual Return Is No Longer Realistic:Top officers of the largest U.S. pension fund want to lower their...
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The 2017 Dollar Crisis?
Chelsey Dulaney of the Wall Street Journal reports, Dollar Surges as U.S. Prepares for Higher Rates:A dollar surge that began after the U.S. election has accelerated with this week’s Federal Reserve...
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Ray Dalio's Back To The Future?
Ray Dalio, Chairman and CEO at Bridgewater Associates, wrote a comment on LinkedIn, Reflections on the Trump Presidency, One Month after the Election (added emphasis is mine):Now that we’re a month...
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