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Michael Sabia Gets Real on Real Assets
Jennifer Thompson of the Financial Times recently wrote a nice profile on Michael Sabia, CDPQ's President & CEO, reaching growth with ‘real assets’:Changes in leadership in the investment industry...
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OTPP's Hiring Spree in Asia and Europe?
Simon Jessop of Reuters reports that Ontario Teachers' Pension Plan plans a hiring spree in Asia and Europe:Ontario Teachers' Pension Plan, one of the world's biggest pension funds, plans to hire...
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CPPIB's Assets Top $400 Billion in Fiscal Q1
The Canada Pension Plan Investment Board (CPPIB) just announced that it ended its first quarter of fiscal 2020 on June 30, 2019, with net assets of $400.6 billion, compared to $392.0 billion at the end...
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Top Funds' Activity in Q2 2019
Vincent Bielski, Melissa Karsh, Brandon Kochkodin and Paul Murray of Bloomberg report the world's biggest hedge funds piled into Uber and sold Microsoft, among other big moves during the second...
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The Caisse's New Real Estate Chief?
The Caisse de dépôt et placement du Québec (CDPQ) just announced that Daniel Fournier will soon retire as the CEO of Ivanhoé Cambridge, the Caisse's massive real estate subsidiary, and will be replaced...
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Bond Market Jitters Overdone?
Sunny Oh of MarketWatch reports on why the bond market isn’t as worried about a recession as you think:The sharp swoon in U.S. Treasury yields this month may not point to a looming economic slowdown...
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CPPIB Ready For The Next Downturn?
Shane McNeil of BNN Bloomberg reports that CPPIB ready to 'take advantage' of potential market downturn:The head of Canada’s largest pension plan says his fund is ready to take advantage of economic...
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OTPP and CDPQ's Half-Year Results
The Ontario Teachers’ Pension Plan (OTPP) announced net assets top $200 billion in first half of 2019:Ontario Teachers’ Pension Plan (Ontario Teachers’) today announced its net assets reached $201.4...
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From Trade War to Currency War?
Fred Imbert of CNBC reports the Dow plummets more than 600 points after Trump orders US manufacturers to leave China:Stocks plunged on Friday after President Donald Trump ordered that U.S....
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FRTIB Urged to Reverse China Investment
James Kynge and James Politi of the Financial Times report that senior US senators are demanding that one of America’s biggest government pension funds reverse a decision that is set to channel...
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Pension World Reeling From Plunging Yields
Anchalee Worrachate of Bloomberg reports that the pension world is reeling from 'financial vandalism' of falling yields:A once-unthinkable collapse in global bond yields is forcing pension funds to buy...
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Denmark’s ATP Surges 27% in First Half of 2019
Paulina Pielichata of Pensions & Investments reports that Denmark's ATP tallies 27% gain in first half of 2019:ATP, Hilleroed, Denmark, posted a 26.9% return on its investment portfolio for the six...
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GPIF's CIO Warns of Synchronized Global Markets
John Gittelsohn of Bloomberg reports that global markets have become so synchronized that money managers risk losing on every front, according to Hiromichi Mizuno, chief investment officer of the...
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Ray Dalio Warns Another 1930s Episode Looms
Jeff Cox of CNBC reports Bridgewater's Ray Dalio warns of ‘serious problems’ and a bond ‘blow-off’ as a repeat of the late 1930s looms:Hedge fund titan Ray Dalio is worried that the current landscape...
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CalPERS's $50 Billion Bet on Equities Pays Off?
Randy Diamond of Chief Investment Officer reports on how the California Public Employees’ Retirement System (CalPERS) took a more than $50 billion bet with its $177 billion stock portfolio and won:The...
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The World's Largest Pension Funds - 2019
Amy Whyte of Institutional Investor reports that the world's largest pension funds shrank in 2018:Assets held by the 300 largest pension funds in the world fell by $81 billion during last year’s...
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Sweden's AP3 Gains 10.8% in H1 2019
Michael Katz of Chief Investment Officer reports that Swedish pension fund AP3 recorded a net gain of 10.8% during the first half of 2019:Swedish pension fund AP3 reported a 10.8% return after expenses...
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Will The Real Bubble Please Stand Up?
Bloomberg's Reed Stevenson reports The Big Short’s Michael Burry explains why index funds are like subprime CDOs:For an investor whose story was featured in a best-selling book and an Oscar-winning...
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The Next Big Short?
Bloomberg's Reed Stevenson reports The Big Short’s Michael Burry explains why index funds are like subprime CDOs:For an investor whose story was featured in a best-selling book and an Oscar-winning...
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CPPIB Buys an 8% Stake in India's Delhivery
Leroy Leo of livemint reports that the Canada Pension Plan Investment Board just bought an 8% stake in Delhivery for $115 million through its Fundamental Equities Asia Group:Canada Pension Plan...
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