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Sounding the Alarm on Leveraged Loans?
Last week, Lisa Lee of Bloomberg reported, Leveraged Loan Investors Worry Good Times Will Soon Haunt Them:One of the safest ways to invest in junk-rated companies is starting to look pretty risky.Money...
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Meet Canada Pension’s Green Team?
Vandana Gombar of BloombergNEF reports, Canada Pension’s Green Team Aims for $2.6Bn a Year:Canada Pension Plan Investment Board, or CPPIB, has exceeded expectations for its new power and renewables...
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Beyond the Market's Mid-Life Crisis?
Lu Wang of Bloomberg reports, Tom Lee Says S&P 500 to Rise 13% in 2019:The fourth-quarter U.S. equity sell-off was nothing more than a “mid-life crisis” that set the stage for further gains in the...
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Sabia on Doing Sustainable Investing Right?
Mary Childs of Barron's reports, How to Do Sustainable Investing Right, According to a Pension Fund Manager:Michael Sabia has one of the most enviable jobs in investing. The chief executive officer of...
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PSP Invests in Australia's Agribusiness?
Kirk Falconer of PE Hub reports, PSP Investments acquires majority of agribusiness BFB:Public Sector Pension Investment Board (PSP Investments) has acquired a majority stake in BFB Pty Ltd, a Temora,...
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Rethinking Sustainable Investing?
Geoffrey Briant, President & CEO of G2 Alternatives Advisory Corp., sent me a guest comment, What is Sustainable Investing? Investing in the Nexus between Climate Change, Energy, Food &...
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The Legend of Jack Bogle?
Art Carey and Erin Arvedlund of the Philadelphia Inquirer report, John Bogle, who founded Vanguard and revolutionized retirement savings, dies at 89:John C. Bogle, 89, who revolutionized the way...
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Reassessing the Rebound in Markets?
Fred Imbert and Silvia Amaro of CNBC report, Dow jumps more than 300 points after China offers a way to eliminate US trade imbalance:Stocks rose on Friday as investors cheered potential progress in...
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CPPIB Invests in Intelligent Data Management?
Private Capital Journal reports, CPPIB co-invests with Insight’s US $500 investment in Veeam:Canada Pension Plan Investment Board (CPPIB) has invested an undisclosed amount in Veeam® Software as...
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Systemic Fear Rising at Davos?
Marilyn Haigh of CNBC reports, Billionaire hedge fund manager Klarman issues dire warning on global economy:Seth Klarman, a hedge fund billionaire some call the next Warren Buffett, wrote a sobering...
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Canadian Pension CEOs at Davos 2019?
The Investor Leadership Network (ILN), a G7 initiative, put out a press release, ILN, MDBs and SIF to accelerate collaboration on sustainable initiatives:Leaders from the Investor Leadership Network...
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Retirement Security Means a Wealthy Nation?
David Long, the former CIO of the Healthcare of Ontario Pension Plan (HOOPP), posted an article on his blog which he submitted to Innovation, Science and Economic Development Canada in late December,...
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Beyond The Buyback Bull?
Thomas Franck of CNBC reports, A force is about to return to the stock market that could ‘chase equities higher’:The largest public companies in the United States will continue to repurchase their own...
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Ray Dalio on the Limits of Capitalism?
Catherine Clifford of CNBC reports, Hedge fund billionaire Ray Dalio: ‘Capitalism basically is not working for the majority of people’:With just over $18 billion to his name, capitalism has been good...
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Are US Public Pensions Cooked?
Eric Boehm of Reason reports, Can Public Pensions Survive the Next Recession?:A decade of consistent economic growth lifted the major stock market indices to all-time highs in 2018. But even before the...
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CalSTRS, CalPERS Beefing Up Private Equity?
Randy Diamond of ai-CIO reports, CalSTRS Wants to Double Co-Investments:The investment staff of the California State Teachers’ Retirement System (CalSTRS) wants to double the number of co-investments...
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Caisse, OMERS Buy US Logistics Developer?
Benefits Canada reports, Ivanhoé Cambridge, Oxford Properties team up to buy U.S. logistics real estate developer:The real estate investing arms of the Caisse de dépôt et placement du Québec and the...
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US Economy and Stocks Flying High?
Patti Domm of CNBC reports, Those recession fears now seem way overblown after ‘scorching’ jobs and manufacturing data:January’s super strong jobs report and a solid manufacturing survey on Friday...
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The Optimal Rebalancing Strategy?
Timothy LePain, a financial adviser with LePain Associates, wrote a comment for Milford Daily News, Ponder a change in your portfolio:The past nine years have been extraordinary for the stock market....
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The Caisse's Alleged Mafia Ties?
Jacob Serebrin of The Montreal Gazette reports, Caisse suspends Otéra vice-president over husband's alleged Mafia ties:Quebec’s provincial pension fund manager says it has suspended a vice-president at...
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