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IPCM 2017: A New World For Pensions?
Prensa Latina reports, Businessmen, Politicians Attend Montreal Conference:The twenty-third edition of the Montreal Conference will begin today in that Canadian city with the presence of about 4,000...
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PSP Investments Gains 12.8% in Fiscal 2017
Benefits Canada reports, PSP Investments posts 16.1% return:The Public Sector Pension Investment Board earned a 16.1 per cent return (gross, not net) in its 2017 fiscal year, bringing its net assets...
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OTPP's New Infrastructure Approach?
Bruno Alves of Infrastructure Investor reports, Lesson Learned: Claerhout on Benefits of Ontario Teachers' New Approach:OTPP has been under-allocated for most of the 15 years it has been investing in...
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Is The Fed Making a Huge Mistake?
Neel Kaskari, President of the Minneapolis Fed explains, Why I Dissented Again:I have been focused on looking for signs that the labor force participation story of the past year or so is coming to a...
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Caisse Enters Aircraft Leasing Business?
On Monday morning, the Caisse de dépôt et placement du Québec (CDPQ) put out a press release, CDPQ & GE Capital Aviation Services to join forces in creating USD 2-billion global aircraft financing...
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OTPP Building New Careers?
Rishika Sadam of Reuters reports, Apollo Global-led investor group to buy CareerBuilder:A group of investors led by U.S. private equity firm Apollo Global Management LLC (APO) and Ontario Teachers'...
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PSP Pushes Further Into Renewables?
Benefits Canada reports, PSP to become largest shareholder of U.S. renewable energy company:The Public Sector Pension Investment Board is moving to become the largest shareholder in U.S.-based Pattern...
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GE Botches Its Pension Math?
Nir Kaissar of Bloomberg reports, GE Botches Its Pension Math:It’s time for General Electric Co. to do some soul-searching about its pension problem.As Bloomberg News reported last week, GE’s pension...
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The Bezos and Buffett Effect?
Matthew Boesler of Bloomberg reports, Amazon Has at Least One Fed Official Rethinking Inflation:News that rocked the retail world last week is coming at just the wrong time for U.S. central bankers...
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Will Public Pensions Sink Illinois?
The Associated Press reports, Illinois debt is about to be rated 'junk.' What that means:Illinois is on track to become the first U.S. state to have its credit rating downgraded to "junk" status, which...
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Are ETFs Driving The Market Higher?
Evelyn Cheng of CNBC reports, Goldman says there's one major force behind the market's gains this year: ETFs:Passive investing is taking a bigger share of the stock market, helping to drive...
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Investing Under Trump?
On Tuesday, I attended an AIMA luncheon at the St-James Club in Montreal featuring four panelists discussing investing under Trump:Chen Zhao, the now retired former Co-Director of Global Macro Research...
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Caisse Cautious on London Real Estate?
Matt Scuffham of Reuters reports, Canada's Caisse cautious on London amid Brexit fears:Caisse de depot et placement du Quebec, one of the world's biggest real estate investors, is holding off on major...
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CPPIB Bets Big on Houston?
Matt Scuffham of Reuters reports, Canada Pension Plan to buy U.S. REIT Parkway for $1.2 billion:Canada Pension Plan Investment Board said on Friday it would buy Houston-based real estate investment...
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US Pensions Threaten Real Estate?
Hallmark Abstract Services report, Could Underfunded Public Pension Plans Pose A Risk To Real Estate Values?:Depending on the methodology that’s used to determine the underfunded position of state...
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AIMCo Gains 5.8% in 2016
A couple of weeks ago, Barry Critchley of the National Post reported, AIMCo joins list of pension funds issuing debt:For the second time in a week, Canadian pension funds have demonstrated that their...
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The End of the Central Banks' Era?
Ray Dalio, Chairman and CEO of Bridgewater Associates posted a comment on LinkedIn, Central Banks’ Reversals Signal the End of One Era and the Beginning of Another:For the last nine years, central...
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Are Macro Gods in Big Trouble?
Saijel Kishan of Bloomberg reports, Markets No Longer Make Sense to Macro Managers:Financial markets no longer make sense to macro managers like Mark Spindel.After spending three decades focusing on...
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Pension Funds Displacing Private Equity?
Lisa Abramowicz of Bloomberg reports, That's Not Private Equity, That's a Pension Fund:Pension funds are in an increasingly tight spot. They face falling investment returns and a growing volume of...
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OPTrust Diversifying its Returns?
Colin McClelland of Bloomberg reports, Pension plan OPTrust seeks illiquid assets to diversify returns:In a world of lower returns, OPTrust Chief Executive Officer Hugh O’Reilly is moving into riskier...
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