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Should Investors Ignore the Yield Curve?
Cecile Gutscher of Bloomberg reports, Yield-Inversion Fear Pits JPMorgan Against Aviva Fund Manager:Some have started to fret the bond market is portending a recession. Not James McAlevey.The...
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The Boom Boom Markets?
An astute investor and fan of my blog sent me a Bloomberg article by Dani Burger and Carolina Wilson, Boring Stocks Are Outperforming by Most in Two Years:Investors are learning to love boring.From...
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Market Underestimating Great Earnings?
Jeff Cox of CNBC reports, The market is underestimating how great earnings will be, JP Morgan says:Blockbuster corporate profits that are even better than Wall Street anticipates will help steady the...
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Time to Invest in Energy Stocks?
Keris Lahiff of CNBC reports, Energy stocks are about to catch up to the crude rally in a big way, says market watcher:Energy stocks are still negative for 2018 even as crude oil has gained 11...
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Prepare For Another Black Swan?
Yakob Peterseil and Cecile Gutscher of Bloomberg report, Winning ‘Black Swan’ Investor in 2008 Says Market’s More Fragile:For funds that thrive on crisis, the volatility jolt that wiped out over $4...
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US Pension Fund Collapse?
Aaron Brown wrote a comment for Bloomberg View, U.S. Pension Fund Collapse Isn't a Distant Prospect. It Could Come in 5 Years:Warnings about looming public pension disasters have regularly cropped up...
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AIMCo Gains10.4% in 2017
Benefits Canada reports, AIMCo posts 10.4% return for 2017:The Alberta Investment Management Corp. posted a 10.4 per cent return, net of all costs, at the end of 2017.In a news release on Wednesday,...
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Market Worried About Oil and Rates?
Thomas Franck of CNBC reports, Wall Street doesn't care about your good earnings right now:Companies have been crushing earnings so far this quarter, but a strange trend is developing: Those that beat...
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OPTrust's Innovative New Pension Initiative?
Martha Porado of Benefits Canada reports, OPTrust launching new defined benefit pension plan:The OPSEU Pension Trust is launching a new defined benefit plan for employers in the broader public sector,...
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CAAT Pension Gains 15.8% in 2017
At the end of March, I discussed how the Colleges of Applied Arts and Technology (CAAT) pension plan’s funded status reached 118%, the second largest funded position right behind the Healthcare of...
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Are Vestcor's Benchmarks a 'Joke'?
Robert Jones of CBC News reports, Exaggerated success: Province's pension managers profit from 'joke' target, analysts say:A key measurement used to calculate bonuses for executives of the firm...
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OMERS Sells Stake to VINCI Airports?
Benefits Canada reports, OMERS sells stake in international airport portfolio:The infrastructure arm of the Ontario Municipal Employees Retirement System has entered an agreement to sell its stake in...
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End of Days For Markets?
Tae Kim of CNBC reports, Amazon hits all-time high as Wall Street gushes over Prime price hike, new markets:Wall Street is buzzing over Amazon's impressive March quarter results.Analysts are growing...
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BlackRock Beefs Up its PE Group?
Trevor Hunnicutt of Reuters reports, BlackRock hires private equity specialists from Goldman Sachs:BlackRock Inc said on Monday it is hiring two specialists from Goldman Sachs Group Inc to bolster its...
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Is Global Growth Crumbling?
Mark Decambre of MarketWatch reports, The new stock-market fear: Signs that a period of harmonious global growth is crumbling:It was just three months ago that stock-market investors were being swept...
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The ‘Slippery Slope’ of ESG Demands?
Julie Segal of Institutional Investor reports, The ‘Slippery Slope’ of ESG Demands:State Street Global Advisors, PGIM, and other managers are making environmental, social, and governance (ESG) criteria...
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PSP, AIMCo Buying Canadian Real Estate?
Benefits Canada reports, PSP Investments to buy Bombardier’s Downsview property:The Public Sector Pension Investment Board has entered an agreement to purchase the Downsview industrial property owned...
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Sell in May and Go Away?
Sara Salinas of CNBC reports, Apple hits all-time high on news of Buffett buying 75 million shares:Apple hit a new all-time high Friday, briefly surpassing its previous high of $183.50 — pushed up by...
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When US Pensions Run Out of Money?
Katie Lobosco of CNN reports, What happens when your pension fund runs out of money:Harry Van Alstyne and his wife Susan used to go out to dinner every Saturday night — until his pension was cut by 29%...
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Private Equity Going Public?
Thomas Franck of CNBC reports, The stock market is shrinking and that's a good thing, private equity honchos say:The fact that more public companies are being acquired by large global private equity...
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