Is France's Pension Revolt Legitimate?
France24 and AFP report the French government has just unveiled a new pension plan but crippling strikes are set to continue:The legal retirement age in France will remain 62 with the new French...
View ArticleOn AIMCo's Independence, OMERS' New CEO
Kevin Uebelein, the chief executive officer of the Alberta Investment Management Corporation (AIMCo), wrote an op-ed in the Edmonton Journal on why investment independence is essential to AIMCo's...
View ArticleThe American Retirement Nightmare
Megan Leonhardt of CNBC reports that according to one economist, the system is ‘flawed’ when most Americans have little or no retirement savings:It’s no secret that Americans are falling short when it...
View ArticleHOOPP to Develop Waterloo's iPort Cambridge
James Jackson of the Waterloo Region Record reports that one of Canada's largest defined benefit pension plans has purchased hundreds of acres of land in the north end of Cambridge:In a deal announced...
View ArticleMichael Sabia on Carbon Budgets and China
Shawn McCarthy of Corporate Knights magazine reports that Canada’s second-largest pension fund has made big changes to its investment portfolio and the result is new investments in coal or oil...
View ArticleShould Pensions Invest in Cryptocurrencies?
Jack Tatar, Managing Partner at Doyle Capital Management and Editor for Forbes CryptoAsset & Blockchain Advisor, sent me a guest comment a month ago which I've been sitting on but have been meaning...
View ArticleState Pensions Lower Their Return Assumptions
Pew Charitable Trusts just released an issue brief stating state pension funds are lowering their assumed rates of return:State and local public employee retirement systems in the United States manage...
View ArticleBeware of Euphoria in US Stocks?
Sarah Poncek of Bloomberg thinks maybe it's time to start worrying about euphoria in US stocks:Mom and pop are rushing back to risk. The ultra-rich want in. Positioning in bellwether mutual funds has...
View ArticleOutlook 2020: Will Bulls Forge Ahead?
Jed Graham of Investor's Business Daily reports on the stock market forecast for 2020 stating clears skies from the Fed, China trade deal but 2020 election clouds loom:The stock market forecast for...
View ArticleWhat's Really Spooking Markets Early in the New Year?
Fred Imbert of CNBC reports the Dow drops the most in a month after US airstrike on Iran’s top military leader spooks investors:Stocks fell on Friday after the U.S. confirmed that an airstrike killed...
View ArticleBCI Ramping Up its Direct PE Deals
Kelsey Rolfe of Benefits Canada wrote a comment on why institutional investors ramping up allocations to private equity:As private equity becomes a more sizeable part of Canadian pension portfolios,...
View ArticleThe New University Pension Plan Ontario?
Andrew Willis of the Globe and Mail reports on Ontario’s $25-billion pension play, a new plan that tries to combine universities’ wealth:Lawyer Gale Rubenstein has spent her career helping adversaries...
View ArticleOTPP Sells a Minority Interest in Brussels Airport
Ontario Teachers’ Pension Plan just announced it has sold a minority interest of its indirect stake in Brussels Airport to Japan's GPIF and Australia's TCorp:Ontario Teachers’ Pension Plan (Ontario...
View ArticleMaking Alberta's Pensions Great Again?
Viktor Ferreira of the National Post reports that according to one leading expert, Alberta risks ‘double jeopardy’ if it exits Canada Pension Plan:One of Canada’s leading pension experts is warning...
View ArticleAre Markets Dreading The Fed's Exit Strategy?
Earlier this week, Jonnelle Marte and Karen Brettell of Reuters reported the Fed is focused on a repo market exit strategy after avoiding year-end crunch:Wall Street’s worst fears of a year-end funding...
View ArticleThe Best and Worst Hedge Funds of 2019?
Sonali Basak of Bloomberg News wrote a comment on LinkedIn on scouring the Earth for hedge fund returns:Bill Ackman rebounded to a blowout year -- his publicly traded fund jumped 58% in 2019 -- but Ray...
View ArticleBlackRock Flips Its Script on ESG?
George Hay of Reuters reports that Larry Fink is slowly becoming part of climate solution:Larry Fink seems to be listening to his critics. The BlackRock boss on Tuesday published his annual letter to...
View ArticleOMERS Set to Double Its PE Exposure by 2030
Lina Saigol and Selin Bucak of Private Equity News report that OMERS is set to double its private equity exposure by 2030:The head of buyouts at one of Canada’s largest pension plans says the amount of...
View ArticleCN Investment Division's Hunt For Talent?
Sarah Rundell of Top 1000 Funds reports on how CN Investment Division is taking on tech in the hunt for talent:Montreal-based CN Investment Division’s recent search for a quantitative analyst in its...
View ArticleDon't Fight The Tepper Tape?
Mark DeCambre of MarketWatch reports the man who made a killing during financial crisis says that, at some point, the stock market will slow down — but, till then, ‘I love riding a horse that’s...
View Article