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Sovereign Funds Rethink Reliable Real Estate?
Tom Arnold of Reuters reports sovereign funds rethink once-reliable real estate:The COVID-19 pandemic has forced sovereign wealth funds to think the previously unthinkable. With prime office blocks...
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TikTok, Will The Fed's Liquidity Bubble Implode?
Jeanna Smialek of the New York Times reports Fed Chair Jerome Powell sets the stage for longer periods of lower rates:Jerome H. Powell, the chair of the Federal Reserve, announced a major shift in how...
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OMERS Looking at Asia-Pacific Infrastructure
Florence Chong of IPE Real Assets reports OMERS plans to ramp up exposure to Asia-Pacific infrastructure markets:Canadian pension fund OMERS is poised to step up its exposure to Asia’s infrastructure...
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BCI, GIC and Brookfield Acquire Indian Telecom Towers
Private Capital Journal reports Brookfield and BCI close acquisition of telecom tower business from Reliance: Brookfield Infrastructure Partners L.P. (NYSE: BIP; TSX: BIP.UN) and British Columbia...
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CPP Investments Expands Brazilian Multifamily JV
IPE Real Assets reports Greystar joins CPP Investments, Cyrela’s Brazilian multifamily property JV:Greystar Real Estate Partners has marked its entry into the Brazilian rental housing market by...
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OTPP Bolsters Its Exposure to India's Credit Markets
ETBFSI News reports Ontario Teachers’ partners with Edelweiss to invest $350 million in distressed opportunities:Ontario Teachers’ and Edelweiss have partnered to invest $350 million with focus on...
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When Nasdaq Whales Get Slaughtered?
Fred Imbert and Katrina Bishop of CNBC report stocks fall in wild session to close out big losing week for tech:Stocks closed lower for a second day on Friday after a wild session in which names that...
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Trans-Canada Capital Open For New Clients
Last week, I had a web conference call with Vincent Morin, Marc-André Soublière, Nelson Lam and Simon Guyard of Trans-Canada Capital (TCC).A few weeks ago, I listened to a webinar featuring Vincent...
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CPP Investments Selects First-Ever CIO
Pensions & Investments reports that CPPIB selects first-ever CIO:Edwin Cass was named the first dedicated chief investment officer of the Canada Pension Plan Investment Board, Toronto, the C$434.4...
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CDPQ and DP World Expand Port Platform
Ship Technology reports DP World and CDPQ to expand port investment platform:Port operator DP World and its partner Caisse de dépôt et placement du Québec (CDPQ) have announced plans to expand their...
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Markets Struggle to Find an Equilibrium?
Fred Imbert of CNBC reports the Nasdaq closes lower to end its worst week since March as tech continues to struggle:The Nasdaq Composite fell in another volatile session on Friday as the continuing...
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HOOPP's CEO on LDI 2.0 in a Zero Bound World
Yaelle Gang, the Canadian Investment Review recently wrote a comment on how HOOPP is looking to LDI strategy 2.0 amid low interest rates:The Healthcare of Ontario Pension Plan is well-known for its...
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The Rise of Constructive Capital?
The Investor Leadership Network (ILN) took further action in the fight against climate change today, releasing its latest report Climate Change Mitigation and your portfolio:The Investor Leadership...
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The Case For a Chief Performance Officer
Ioannis Segounis, founder of Athos Investment Services, wrote a guest comment for me on why pensions need a chief performance officer:What is the most focused on and talked about subject in the...
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PSP Investments' Revera Disaster?
Kevin Skerrett, a Senior Research Officer assigned to pensions for CUPE and co-editor of The Contradictions of Pension Fund Capitalism (2018), wrote a comment in The Bulltet on pension fund capitalism...
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Big Oil For the Long Run?
Fred Imbert and Yun Li report the Dow drops 200 points, S&P 500 and Nasdaq fall for third straight week:Stocks fell on Friday to end a volatile week as investors continued to dump shares of...
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On Ray Dalio's Latest Shocking Warning
Jonathan Burton of MarketWatch reports that the founder of the world's largest hedge fund thinks the world is going to change ‘in shocking ways’ in the next five years: Ray Dalio certainly is no...
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CPP Investments Reviewing its Bond Holdings?
Saheli Roy Choudhury of CNBC reports that Canada’s massive pension fund is reviewing its bond holdings in light of near zero interest rates, CEO says:Central banks have slashed interest rates this year...
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Should We Create Another Caisse?
Miville Tremblay, senior fellow at the C. D. Howe Institute, wrote an op-ed for La Presse advocating for a second Caisse de dépôt (translated from French): Quebecers have reason to be proud of their...
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Real Estate's Looming Liquidity Crunch?
Siobhan Riding of the Financial Times reports property funds stay shut amid fears of liquidity crunch: Large UK property funds are keeping trading suspensions in place because of fears that low cash...
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