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The Jobs Conundrum Continues?
Jeff Cox of CNBC reports, The jobs 'conundrum' continues: 'How are we not getting higher wages?':The June jobs report brought with it almost universally good news, unless you're a worker looking for a...
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Pennsylvania's Pension Fury?
Chris Flood of the Financial Times reports, Pennsylvania state treasurer condemns $5.5bn pension fee ‘waste’:Fury has erupted in Pennsylvania over huge fees paid by the Quaker state’s two largest...
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Japanese Pensions Rushing Into Alternatives?
Julie Segal of Institutional Investor reports, Japanese Pensions Push Hard Into Alternatives:In a major shift, historically conservative Japanese institutions are significantly increasing their...
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Bank of Canada Preparing For Next Crisis?
Theophilos Argitis of Bloomberg reports, Bank of Canada Raises Rates, Keeps Hiking Path Amid Trade Rows:Bank of Canada Governor Stephen Poloz brushed aside concerns about trade wars and pressed ahead...
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The Case For Change at OMERS?
A reader of my blog an member of OMERS sent me an email he received from OMERS Sponsors Corporation announcing proposed Plan options for consultation:Last month, we sent a special bulletin to members...
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Time To Get Defensive?
April Joyner of Reuters reports, Trade Policy Uncertainty Could Bolster U.S. Defensive Stock Sectors:As the United States ramps up import tariffs and long-date U.S Treasury debt yields remain low,...
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Beware of the Flattening Yield Curve?
Neel Kashkari, President of the Minneapolis Fed, wrote a new essay on the flattening yield curve:This time is different. I consider those the four most dangerous words in economics.Today, policymakers...
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Caisse Invests $250 Million In CRE Services?
The Canadian Press reports, Quebec's Caisse de depot pension fund investing $250 million in Avison Young:The Caisse de depot et placement du Quebec pension fund has made a $250-million preferred equity...
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Time To Divest From Fossil Fuels?
The Institute for Energy Economics and Financial Analysis put out a press release, Fund trustees face growing fiduciary pressure to divest from fossil fuels:A paper published today by the Institute for...
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Meet PSP's New CIO?
Sameer Van Alfen of Investments & Pensions Europe reports, Former APG CEO leaves University of California after one year:Eduard van Gelderen, former APG chief executive, is to leave his position as...
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From Trade War to Currency War?
Tae Kim of CNBC reports, Trump says stock market gains since election give him opportunity to wage a trade war:President Donald Trump said the stock market rally since his election victory gives him...
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Caisse, CPPIB Closing Huge Deals?
Benefits Canada reports, Caisse investing in cell tower builder, CPPIB in California office park:La Caisse de dépôt et placement du Québec is teaming up with global investment manager AMP Capital...
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Behind the US Public Pension Crisis?
Elizabeth Bauer of Forbes reports, The Public Pension Crisis Is Not The Result Of Legislators' Failure To Fund:Or, to be more, precise, it's not the primary cause. Rather, a study by Wirepoints made...
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CalSTRS Gains 9% in Fiscal 2017-18
Randy Diamond of Chief Investment Officer reports, CalSTRS Returns 9% for Fiscal Year:The California State Teachers’ Retirement System (CalSTRS) saw a 9% net return in the fiscal year ending June 30,...
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Did Markets Just Get Facebooked?
Jeff Cox of CNBC reports, Facebook's tumble threatens to take a big bite out of the Trump rally:Facebook's sudden and stunning vulnerability threatens to undercut the foundation of the stock market...
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Canada's Pensions in Great Shape?
Chris Butera of Chief Investment Officer reports, Why Canada’s Pension Plans Are in Such Good Shape:In a post-financial crisis world, many US public pension plans are finally beginning to see a light...
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Exporting The CDPQ Infra Model?
Maxime Bergeron of La Presse had a good interview with the Caisse's President and CEO, Michael Sabia and Macky Tall, President and CEO of CDPQ Infra. The interview is in French and is available here...
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BCI Gains 9% in Fiscal 2018
The British Columbia Investment Management Corporation (BCI) announced its fiscal year results for 2017-18 yesterday, BCI Reports 9.0% Annual Return For Fiscal 2018:The British Columbia Investment...
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AIMCo and CPPIB's $1 Billion RE Venture?
Benefits Canada reports, CPPIB, AIMCo team up with industrial REIT to acquire U.S. logistics real estate:The Canada Pension Plan Investment Board, the Alberta Investment Management Corp. and the WPT...
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Stock Market Entering Destructive Phase?
Stephanie Landsman of CNBC reports, Nasdaq could plunge 15% or more as ‘rolling bear market’ begins claiming victims, Morgan Stanley warns:Morgan Stanley's Michael Wilson believes the stock market is...
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