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Caisse, CPPIB Invest in Asian Warehouses?
Reuters reports, Canada pension funds to invest in Singapore, Indonesia warehouses:Canada's two biggest pension funds have agreed to partner with LOGOS, a real estate logistics operator, to invest in...
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Will Collapsing US Pensions Fuel Next Crisis?
Jeff Reeves of MarketWatch opines, Collapsing pensions will fuel America’s next financial crisis:Washington has a knack for ignoring long-term financial shortfalls and painting overly rosy scenarios...
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No Luck in Alpha Land?
Beth Jinks, Manuel Baigorri, Katherine Burton and Katia Porzecanski of Bloomberg News report, How to lose $4 billion: Bill Ackman’s long ride down on Valeant:Bill Ackman was used to the question: how...
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The $3 Trillion Shift in Investing?
Frank Chaparro of Business Insider reports, There could be a $3 trillion shift in investing, and it poses a huge problem for mutual funds:A dramatic shift is underway in the investment world.Passive...
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CPPIB Looking to Raise its Stake in China?
Geoff Cutmore and Nyshka Chandran of CNBC report, Canada Pension Plan looks to raise its bet on China: China's gradual market liberalization may be good news for Canadian pensioners.Canada Pension Plan...
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OPTrust Punching Above its Weight?
Kirk Falconer of PE Hub Network reports, OPTrust punches above its weight with private equity strategy:OPTrust has greatly expanded its private equity program, deploying a strategy that gives the...
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CPPIB, GIC Betting on US College Housing?
Komal Khettry of Reuters reports, CPPIB joint venture buys U.S. student housing portfolios for $1.6 billion:Canada Pension Plan Investment Board (CPPIB), Singapore wealth fund GIC and property owner...
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All Hail The UK's State Pension Reforms?
Josephine Cumbo of the Financial times reports, Pensions review recommends later retirement age:Millions of people should have their state pension age pushed back a year to 68 to cut the UK’s £100bn a...
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Down Goes The Greenback?
Roger Blitz and Eric Platt of the Financial Times report, US dollar close to erasing Trumpflation gains:The dollar index, a barometer of investors’ reflation expectations for the US economy, fell on...
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Hedge Funds Dying at an Alarming Rate?
Lucinda Shen of Fortune reports, Eton Park Closing Shows How Hedge Funds Are Dying at an Alarming Rate:While doors are opening all overthe White House for Goldman Sachsalumni, another one is being...
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PSP Investing in Data Centers?
Benefits Canada reports, PSP Investment consortium acquires U.S. data centre:A consortium that includes the Public Sector Pension Investment Board has acquired Vantage Data Centers, a U.S.-based...
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Ontario Teachers' Gains 4.2% in 2016
Matt Scuffham of Reuters reports, Ontario Teachers' Pension Plan sees lower 2016 rate of return:The Ontario Teachers' Pension Plan's rate of return dropped to 4.2 percent last year from 13 percent in...
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Caisse Bets Big on Insurance and Water?
I wasn't going to blog today but I realize that I've been slacking on my coverage of the Caisse. Two weeks ago, Devin Banerjee, Scott Deveau, and Frederic Tomesco of Bloomberg reported, Caisse Joins...
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CPPIB Sounds The Alarm?
Matt Scuffham of Reuters reports, Canada's CPPIB pension fund concerned over rising protectionism:The Canada Pension Plan Investment Board, one of the world's biggest investors, is concerned about the...
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Bigger CPP, Bigger Risks?
Gary Marr of the National Post reports, New report suggests a ‘fully-funded’ expanded Canada Pension Plan might not be such a sure thing:A new report that looks at the federal government’s blueprint...
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OMERS Bets on Data Analytics and Water?
On Tuesday, OMERS Private Equity announced it acquired Inmar:OMERS Private Equity ("OPE"), the private equity arm of OMERS, the pension plan for municipal employees in Ontario, together with...
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Big Departures From Pension Land?
The California Public Employees' Retirement System (CalPERS) put out a press release yesterday, Réal Desrochers Leaving Private Equity Program:The California Public Employees' Retirement System...
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Is The Reflation Trade Doomed?
Sayuri Shirai, professor of economics at Keio University, a former BOJ board member and the author of “Mission Incomplete: Reflating Japan’s Economy,” wrote a comment for the Japan Times, The truth...
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America's Growing Retirement Angst?
Last week, John Mauldin published an important comment, Angst in America, Part 3: Retiring Broke:Today we continue looking at angst in America, the financial worries that so afflict us here in the...
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OPTrust Launches People for Pensions?
Jann Lee of Benefits Canada reports, OPTrust shines spotlight on DB model with new campaign:The OPSEU Pension Trust has launched People for Pensions, an online campaign encouraging its plan members to...
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