Bill Morneau's Pension Conflict?
Steven Chase and Robert Fife of the Globe and Mail report, Liberals defeat NDP motion to close conflict-of-interest loophole:The Trudeau Liberals used their parliamentary majority Tuesday to defeat an...
View ArticleCanada's National Pension Hub?
At the beginning of the month, the Global Risk Insitute put out a press release, National Pension Hub to develop insights into challenges facing Canada's pension industry:The Global Risk Institute in...
View ArticleAs Good As It Gets?
Evelyn Cheng of CNBC reports, Tech shares are this bull market’s most important stocks right now:Technology is the most important industry for stocks today, indicating that blowout earnings from giants...
View ArticleIs Passive Investing Taking Over?
Eric Platt of the Financial Times reports, Vanguard’s Jack Bogle predicts passive investing takeover:Passive investing could eventually account for 90 per cent of the equity market, according to Jack...
View ArticleDoes Canada Have All The Answers?
On Thursday, The Brookings Institution will host an event in Washington, Fixing the U.S. retirement system – does Canada have the answers?:In recent years, Canada has significantly expanded and...
View ArticleOTPP Sells Stakes in UK Airports?
The Canadian Press reports, Ontario Teachers’ Pension Plan selling part of its stakes in U.K. airports:The Ontario Teachers' Pension Plan says it is selling off 30 per cent of its stakes at two United...
View ArticleBeware of the US Pension Ponzi?
A couple of days ago, Zero Hedge posted a comment, A Few Simple Charts Spell Disaster For Public Pension Ponzi Schemes (click on images to view them properly):Earlier today, Milliman released their...
View ArticleSigns of Euphoria Creeping Into Markets?
Amanda Diaz of CNBC reports, Euphoria is creeping into the market, and that’s giving me déjà vu:Signs of euphoria are creeping into the market, and that's giving one trader déjà vu."I'm getting a...
View ArticleBig Bonuses at CalSTRS and CalPERS?
The Associated Press reports, California teacher pension executives get big bonuses:Two top executives at California's teacher pension system are getting big bonuses worth more than $200,000 each...
View ArticleThe Big Reversal in Inflation?
Charles Hugh Smith of the Of Two Minds blog wrote a comment yesterday, The Big Reversal: Inflation and Higher Interest Rates Are Coming Our Way:This interaction will spark a runaway feedback loop that...
View ArticleEntire Ivy League Outpaces Harvard?
Brandon J. Dixon of the Harvard Crimson reports, Entire Ivy League Outpaces Harvard Endowment in Fiscal Year 2017:In a year when most institutional investors rode out robust public markets, Harvard’s...
View ArticleThe Mother of All US Pension Bailouts?
Zero Hedge posted a comment yesterday, It Begins: Pension Bailout Bill To Be Introduced This Week:Over the past year we have provided extensive coverage of what will likely be the biggest, most...
View ArticleThe Canary in the Coal Mine?
Chris Dieterich of the Wall Street Journal reports, Are High-Yield Bonds the Canary in the Coal Mine?:Keep your eye on junk bonds.An improving global economy and ever-present demand for income has...
View ArticleCalPERS Doubling its Bond Allocation?
John Gittelsohn of Bloomberg reports, Calpers Considers More Than Doubling Bond Allocation to 44%:The California Public Employees’ Retirement System, the largest U.S. pension fund, is considering more...
View ArticleOPTrust Butts Out For Good?
Last week, OPTrust made an announcement, OPTrust to divest from public market tobacco firms:OPTrust today announced it is divesting from the tobacco industry. By the beginning of 2018, OPTrust will be...
View ArticleTop Funds' Activity in Q3 2017?
Julia La Roche of Yahoo Finance reports, Here's what the biggest hedge funds have been buying and selling:The stock moves that the biggest hedge fund managers made in the third quarter are being...
View ArticleNorway's Fund Jolts Energy and FX Markets?
Gwladys Fouche of Reuters reports, Norway's $1 trillion wealth fund proposes to drop oil, gas stocks from index:Norway’s trillion-dollar sovereign wealth fund is proposing to drop oil and gas companies...
View ArticleA Conversation with David Swensen?
Janet Lorin and Christine Harper of Bloomberg report, Yale's Swensen Sees Low Volatility as `Profoundly Troubling':David Swensen, Yale University’s longtime chief investment officer, said the lack of...
View ArticlePrivate Equity's New Competition?
PE Hub posted a Reuters article, Private equity to face competition from investors, says Carlyle Co-CEO:Private equity firms are awash in cash, with nearly US$1trn of available capital, but the...
View ArticleCPPIB's CEO Exposes CPP Myth?
Lisa Wright of the Toronto Star reports, Canada Pension Plan is safe for generations, says CEO of investment board:In his travels to every province and one territory over the last 17 months,...
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