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The Powell or Trump Put?
Fred Imbert of CNBC reports, Dow ends volatile November with more than 150-point rally on hopes of a US-China trade deal at G-20:Stocks rose on Friday after a Chinese official reportedly said the U.S....
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Can Pensions Beat a 60-40 Portfolio?
Julie Segal of Institutional investor reports, Not One Ivy League Endowment Beat a Simple U.S. 60-40 Portfolio Over Ten Years:The performance of Ivy League endowments has trailed a passive portfolio of...
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CPPIB Invests in US Detention Firms?
The Guardian reports, Canada pension fund investment into US detention firm larger than reported:A controversial investment by one of Canada’s biggest pension funds in a company which operates private...
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Beyond the Americans With Disabilities Act?
Rachel Withers of Vox reports, George H.W. Bush was a champion for people with disabilities:George H.W. Bush, who died on Friday at age 94, was probably best remembered, legislatively, for his 1990...
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The Dirty Secret Behind Canada's Pensions?
Philip Cross, the former chief economist of Statistics Canada, wrote a comment for the National Post, The dirty secret behind Canada’s supposedly ‘successful’ public-sector pensions:The large and...
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Are Markets Going Haywire?
Hugh Son of CNBC reports, Markets are going haywire. Here's why these sudden moves are here to stay:Wherever Mark Connors looks at markets, from stocks to currencies to oil, he sees signs of the...
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Michael Sabia's New Paradigm for Growth?
Michael Sabia, the president and CEO of the Caisse de dépôt et placement du Québec, wrote an op-ed for the Globe and Mail, Investors must help shift the paradigm of economic growth:At the G20 summit...
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Meet Canada's Largest Short-Seller?
Viktor Ferreira of the National Post recently wrote an article that caught my attention, CPPIB is shorting $750 million worth of EU stock, making it one of the most active short-sellers in Europe, data...
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The Threats Facing Private Equity?
Sebastien Canderle, the author of The Good, the Bad and the Ugly of Private Equity, sent me a guest comment, Can private equity handle the growing threat of disruption?:When I started working in London...
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More on Canada's Dirty Pension Secret?
Last week, I wrote a comment on the dirty secret behind Canada's pensions going over a report put out by the Fraser Institute, Risk and Reward in Public Sector Pension Plans: A Taxpayer’s...
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Why Is the Market So Sick?
Fred Imbert, Sam Meredith and Yen Nee Lee of CNBC report, Dow drops 500 points amid rising fears over global growth:Stocks fell sharply on Friday after weaker-than-expected data in China and Europe...
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The Gundlach Effect?
Michael Sheetz of CNBC reports, Jeffrey Gundlach says the S&P 500 is headed to new lows: 'I'm pretty sure this is a bear market':DoubleLine Capital CEO Jeffrey Gundlach said Monday that he...
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CPPIB Revamps its PE Program?
Kirk Falconer of PE Hub Network reports, CPPIB revamps $80 bln PE program to extend global deal reach:Canada Pension Plan Investment Board, the world’s biggest institutional investor in private equity,...
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Ron Mock Worried About Tariffs?
Ron Mock, president and CEO of the Ontario Teachers’ Pension Plan, joined BNN Bloomberg yesterday to discuss his investment prospects for 2019. Mock says global tariffs and government policies will be...
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The Fed Grinch That Stole Christmas?
Brian Sozzi of Yahoo Finance reports, How Fed Chair Powell just triggered the next wave of the bear market in stocks:The bears have embraced the final speech of the year from their best friend, Federal...
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The Bad Santa Selloff of 2018?
Thomas Franck of CNBC reports, Dow dives 400 points, heads for worst week in 10 years:Stocks plunged again on Friday, bringing the Dow Jones Industrial Average’s losses for the week to 7 percent,...
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Making Stocks Great Again?!?
Fred Imbert and Eustance Huang of CNBC report, Dow rallies 1,000 points, logging its single biggest daily point gain ever:Stocks rose sharply in volatile trading on Wednesday as surges in retail and...
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Outlook 2019: When Doves Cry?
Fred Imbert of CNBC reports, Dow jumps more than 700 points, propelled by Powell’s comments and a blowout jobs report:Stocks rallied on Friday after two positive pieces of news for the market.At 8:30...
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On the Road to Pension Poverty?
Russell Wangersky of The Chronicle Herald reports, On the road to pension poverty:So the New Year ticked in and, in the process, your paycheque changed. OK, it probably changed in a couple of ways, but...
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2018's Hedge Fund Winners and Losers?
Alan Mirabella of Bloomberg reports, Hedge Funds Lost Almost 6% Last Year as Markets Roiled Managers:Hedge funds posted a loss of 5.7 percent last year as managers struggled to capitalize on volatility...
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