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Canada's Real Estate Mania?
Ian Vandaelle of BNN reports, ‘Full-blown housing bubble’: Economist alarmed by view of never-ending price gains:More than half of the country believes home prices will never fall, according to a new...
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A Chilean Love Affair?
Benefits Canada reports, OMERS enters into infrastructure investment in Chile:Borealis Infrastructure, the infrastructure investment manager of the Ontario Municipal Employees Retirement System, has...
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Is The Next Economic Shoe Dropping?
Martin Crutsinger of the Associated Press reports, Consumer prices down 0.3 percent in March:Consumer prices fell in March by the largest amount in more than two years, pushed lower by another sharp...
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Beware of QE Sheep?
Gerard MacDonell of the Beinn Bhiorach blog posted a nice comment, Fed Vice Chair Fischer on QE (added emphasis is mine):He says that balance sheet contraction will be no big deal. QE itself was a big...
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Are State Pensions Failing to Deliver?
Rupert Hargreaves of ValueWalk reports, State Pension Funds Take On More Risk, Higher Fees For Worse Returns:State and locally run retirement systems are increasingly turning to alternative and complex...
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Investors Rushing Into Alternatives?
A couple of weeks ago, Leslie Picker of CNBC reported, Private equity is breaking records left and right as funds rake in money:Private equity is taking off, and breaking records along the way.In some...
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Be Very Afraid of These Markets?
Katherine Burton and Katia Porzecanski of Bloomberg report, Paul Tudor Jones Says U.S. Stocks Should ‘Terrify’ Janet Yellen:Billionaire investor Paul Tudor Jones has a message for Janet Yellen and...
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Vive la République?
Fred Imbert of CNBC reports, Dow rises 200 points as French election results spark rally; Nasdaq hits all-time high:U.S. equities soared on Monday as investors cheered the results of the first round in...
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CPPIB Preparing For Landing?
Benefits Canada reports, CPPIB to sell Irish aircraft leasing company:The Canada Pension Plan Investment Board and its co-investors have announced the sale of Dublin-based aircraft leasing company AWAS...
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New York City's Private Equity Woes?
Martin Braun of Bloomberg reports, NYC Pensions' Push Into Private Equity Yields Index-Fund Returns:New york City's biggest pensions have invested about $13 billion with private-equity firms in pursuit...
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Canada's Subprime Mortgage Crisis?
Janet McFarland and Niall McGee of the Globe and Mail report,Home Capital secures $2-billion lifeline as shares collapse:Shares of beleaguered mortgage lender Home Capital Group Inc. plunged 65 per...
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A Goldilocks Situation For Stocks?
Alex Rosenberg of CNBC reports, Jeremy Siegel’s bullish call: This is a ‘goldilocks situation’ for stocks:It's no secret that Wharton School finance professor Jeremy Siegel tends to be a market bull....
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HOOPP's Home Capital Fiasco?
Michelle Zadikian and Ian Vandaelle of BNN report, Home Capital not a risky investment for us: HOOPP’s Jim Keohane:Healthcare of Ontario Pension Plan chief executive Jim Keohane doesn’t see Home...
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CPPIB Retreats From Farmland?
John Tilak and Matt Scuffham of Reuters report,Canada's CPPIB pension fund plans farmland retreat:Canada Pension Plan Investment Board (CPPIB) has decided against making further investments in farmland...
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A Caisse of Outrageous Compensation?
This is a bilingual comment so bear with me. La Presse Canadienne recently reported on the compensation of the Caisse's senior managers, Combien ont gagné les patrons de la Caisse de dépôt et placement...
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The World According to Ken Griffin?
Simone Foxman, Katia Porzecanski and Erik Schatzker of Bloomberg report, Citadel's Griffin Urges Breakup of Big Banks, Echoing Trump:Ken Griffin, chief executive officer of Citadel, said he would be...
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Can Capitalists Afford a Trumped Recovery?
Earlier this week, I hooked up for a lunch with George Archer and Jonathan Nitzan, two friends of mine who also had previous stints working at BCA Research. I enjoyed our lunch and conversation. After...
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Ron Mock on Canada's Infrastructure Needs?
Ron Mock, Ontario Teachers' President and CEO was in Montreal briefly last week following the Milken Institute Conference in Los Angeles to discuss "The Real Infrastructure Questions for Canada" at The...
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Brazil's Looming Pension Crisis?
Joe Leahy and Andres Schipani of the Financial Times report, Brazil takes step closer to pensions overhaul:Waldo Mermelstein knows better than most the sacrifices his generation made in the 1970s...
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Canada's Pensions Lean on Bombardier?
Alicja Siekierska of the National Post reports, ‘Lapse of governance’: Caisse withholds support for Bombardier chairman Pierre Beaudoin:Caisse de dépôt et placement du Québec has withheld support for...
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