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US Wage Inflation Spooking Markets?
Matt Belvedere of CNBC reports, Fed's Kashkari: Wage growth is good for workers, but maybe not so much for stock investors:Minneapolis Federal Reserve President Neel Kashkari, who voted against all...
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Growing Fears of a Stock Market Crash?
Fred Imbert of CNBC reports, Dow plunges nearly 800 points, was down more than 1,500 points at one point:U.S. stocks fell sharply in volatile trading Monday, extending a steep sell-off from the...
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China's Pension Risk Looms Large?
Bloomberg News reports, China's Next Debt Bomb Is an Aging Population:China’s pension shortfall is emerging as the next big challenge for policy makers as they intensify their years-long campaign to...
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AIMCo Invests in Alberta's Wind Power?
The Canadian Press reports, Alberta pension fund buys stake in recently approved wind power projects:The firm that administers more than $100 billion in Alberta government pensions and other funds says...
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PSP's Chief Heads to BlackRock?
Barbara Shecter of the National Post reports, Another Canadian pension fund chief heading to BlackRock:For the second time in under two years, the head of a major Canadian pension plan is leaving to...
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A Correction or Something Far Worse?
Evelyn Cheng of CNBC reports, The stock market is officially in a correction... here's what usually happens next:The S&P 500 fell officially into correction territory on Thursday, down more than 10...
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The Caisse's $300 Million REM Cost Overrun?
The Canadian Press reports, Montreal’s light rail system to cost $6.3B, expected to open by 2021:The project to build an electric light rail network connecting Montreal with its suburbs and...
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CalPERS Hits a Milestone?
Adam Ashton of The Sacramento Bee reports, Pension fund hits milestone: It’s earning more money than it’s paying out:For the first time in years, CalPERS is stable enough that it no longer expects to...
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No Love For PSP's Former CEO?
This is a bilingual comment so bear with me. André Dubuc of La Presse reports, Investissements PSP: 50 dirigeants licenciés, des millions en indemnités:Un important gestionnaire de caisses de retraite...
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Are US Public Pensions The Next Crisis?
Katherine Chiglinsky of Bloomberg reports, Next Crisis in Finance May Be Public Pensions, $1.2 Trillion Asset Manager Says:What’s on the list of concerns for a man who runs a $1.2 trillion asset...
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Top Funds' Activity in Q4 2017
Brandon Kochkodin, Hema Parmar and Katia Porzecanski of Bloomberg report, Hedge Funds Are Dumping Facebook and Google:Billionaire David Tepper’s Appaloosa Management more than tripled its stake in...
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Private Equity's Dark Cloud?
Jarrett Renshaw of Reuters reports, Refiner goes belly-up after big payouts to Carlyle Group:Throughout 2016 and 2017, a rail terminal built to accept crude oil for the largest East Coast refinery...
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The Caisse Gains 9.3% in 2017
Jacob Serebrin of the Montreal Gazette reports, Caisse posts $24.6-billion profit, says it's ready for market correction:The head of the Caisse de dépôt et placement du Québec said he believes a market...
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The Bond Teddy Bear Market?
David Ader wrote a comment for Bloomberg, Too Much is Being Made of the Bearish Bond Data (click on images to enlarge):“The sky is falling; the sky is falling!” Substitute “bond prices” for “sky” and...
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The Fed's Balance of Risks?
Tae Kim of CNBC reports, The Federal Reserve thinks stocks and commercial real estate prices are getting too rich:Federal Reserve policymakers believe financial market asset prices are high, according...
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OMERS Gains 11.5% in 2017
Ryan Murphy of Benefits Canada reports, Boosted by public equities, OMERS posts 11.5% return for 2017:The Ontario Municipal Employees Retirement System saw its net investment return rise to 11.5 per...
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Should Pensions Divest From Tobacco?
Back in June, Del Irani of ABC News Breakfast in Australia published an article, Meet the doctor hitting big tobacco where it hurts:"Are you telling me I'm currently investing in tobacco?!"Radiation...
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Canadian Pensions Cranking Up The Leverage?
Kate Allen of the Financail Times reports, Canadian pension fund issues €1bn, 15-year bond:Some of the world’s largest pension funds have begun to issue bonds, with the Canada Pension Plan Investment...
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Beware of Private Equity Froth?
Javier Espinoza of the Financial Times reports, Private equity buyouts running at fastest rate since crisis:Private equity groups are buying public companies at the fastest rate since before the...
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Risks of a Confounding Market?
Ryan Vlastelica of MarketWatch reports, Stock-market gyrations cull bulls and bears alike:Over the past month, the U.S. stock market has seen both its best weekly performance since 2013, and its worst...
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