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The CAQ and the Caisse?
Paul Chiasson of The Canadian Press reports, Coalition Avenir Québec wins historic majority as voters soundly reject old-line Liberals, PQ:Quebeckers have elected a right-leaning government for the...
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CPPIB and OTPP Bet on Mexican Toll Roads?
Benefits Canada reports, CPPIB, Ontario Teachers’ partner with Mexican toll road:The Canada Pension Plan Investment Board and the Ontario Teachers’ Pension Plan are among the investors teaming up to...
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The Global Bond Rout?
Saumya Vaishampayan and Christopher Whittall of the Wall Street Journal report, Surging Treasury Yields Ripple Globally:The sudden rise in Treasury yields reverberated globally Thursday, dragging up...
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Rate Rise Signaling Market Trouble?
Fred Imbert and Alexandra Gibbs of CNBC report, S&P 500 posts worst week in nearly a month as rates pop:Stocks fell on Friday after the release of mixed employment data jolted interest rates...
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PSP Acquires Forth Ports?
Private Capital Journal reports, PSP Investments acquires Forth Ports buying out Arcus:Public Sector Pension Investment Board (PSP Investments) has acquired the majority stake (62.6%) held by Arcus...
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The Pension Dashboard?
Maria Espadinha of the FT Adviser reports, Pension dashboard could be 'foundation' for innovation:The pension dashboard could help drive innovation in the same way open banking has, fintech provider...
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A Jittery Week on Wall Street?
Kate Rooney of CNBC reports, JP Morgan's widely followed market analyst says it's time to buy the dip:J.P. Morgan is telling its clients to make the most of the market's massive sell-off this week, as...
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Has the Market Topped Out?
Matthew J. Belvedere of CNBC reports, 'We've had the bulk of the gains we're going to get' in stocks, warns a disciple of Julian Robertson:The stock market has basically topped out and won't deliver...
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Canadian Pensions Cross ESG Threshold?
Aaron Kirchfeld and Alastair Marsh of Bloomberg News report, Al Gore's Generation, Caisse de dépôt teamed up to acquire fintech FNZ:Al Gore’s Generation Investment Management LLP and Canadian pension...
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CPPIB and the Caisse Focus on EMs?
CPPIB put out a press release, Driving long-term value creation through investor-corporate dialogue in Brazil:How long-term value creation can be driven by investor-corporate dialogue was the subject...
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PGGM Questions Over-diversification?
Wouter Klijn of 3i reports, PGGM Questions Over-diversification and Benchmarks:PGGM is serious about long term investing.The fund takes a 10 to 15 year view in its investment objectives and even longer...
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Strip-Mining US Public Pensions?
John W. Schoen of CNBC reports, Public pensions are paying higher fees for lower returns, Pew study finds:Public pension plans are spending more than $2 billion a year in fees on high-cost, risky...
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OPTrust’s Safe Space for Innovation?
Sarah Rundell of top1000 funds.com reports, OPTrust’s safe space for innovation:Pension plans are not designed for innovation, they are designed to be efficient. Yet Canada’s C$20 billion ($15.3...
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CAAT's DBPlus Helps Grow Membership?
Martha Porado of Benefits Canada reports, CAAT wins pension performance award for membership growth strategy:The Colleges of Applied Arts and Technology pension plan’s plan to share its expertise with...
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Risks to Canada's Retirement System?
Steve Randall of Wealth Professional reports, Canada’s retirement system is strong but there are risks:The aging population remains a risk to the stability of Canada’s retirement system but overall...
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The Worst October Since 2008?
Fred Imbert, Ryan Browne and Eustance Huang of CNBC report, Dow plunges 300 points, S&P 500 dips into correction territory:Stocks plunged Friday as the release of disappointing quarterly results...
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Are Global Stocks Cheap?
Akane Otani of the Wall Street Journal reports, Global Stocks Haven’t Looked This Cheap Since 2016:Global stocks are trading at their lowest valuations in more than two years as pessimism grows over...
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Wasting $4 Billion on the Caisse's Train?
Michel Girard of Le Journal de Montréal recently wrote an article stating we need to reopen the Caisse's REM deal. The article is in French but I did my best to translate it below using Google...
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The Danger of Cutting DB Pensions?
Diane Oakley, executive director of the National Institute on Retirement Security, a non-partisan research non-profit in Washington, D.C., wrote a great column for Forbes, The Dangerous Consequence Of...
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The Bond Bull Bull?
Jeffrey Snider of Alhambra Investments wrote a comment earlier this week on the Bond Bull Bull:On February 12, 1999, the Bank of Japan announced that it was going full zero. Japan’s central bank would...
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