Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 and funds affiliated with Rialto Capital and acquired a 20% equity stake for US$1.2

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

JANUARY 12, 2024

With a strong common culture of serving clients with excellence, together, we will deliver for our clients a holistic global infrastructure manager across equity, debt, and solutions. BlackRock has developed a broad network of global corporate relationships through many years of long-term investments in both debt and equity.

Assets 130

Assets Shareholders Asset Management Capital 130

Pension Pulse

MAY 15, 2023

He also held roles as the head of private equity at the Pivotal Group, as a portfolio manager in CalPERS’ private equity program from 2013 to 2016 and was a former consultant at McKinsey & Co. “We Not this year, though, with credit-card debt still near a record $1 trillion: New York Fed data. YoY as of 1Q23.

Pension Funds 52

Pension Funds Assets Consultants Consulting 52

Pension Pulse

FEBRUARY 20, 2024

Operational Highlights Corporate developments Ranked first among the world’s leading public pension funds by Global SWF when measuring annualized returns between fiscal years 2013 and 2022 (Global SWF Data Platform, December 2023). and funds affiliated with Rialto Capital and acquired a 20% equity stake for US$1.2

Stakes 59

Stakes Pension Funds Investing Mergers and Acquisitions 59

The Big Picture

NOVEMBER 8, 2022

Our job was basically to give sort of strategic advice to Lazard clients, which would generate capital-raising mergers and debt financing. But anyway, I put them all together and it looked — that speculative sentiment was very inflated in 2013. pension funds engaged in to the tune of hundreds of billions of pounds.

Financing 59

Financing Finance Banks Hedge Funds 59

Pension Pulse

MAY 24, 2023

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. per cent return.

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

MAY 9, 2023

So I went from being a publishing high yield research analyst to a distressed debt analyst and investor. SALISBURY: So that actually helped in a way that everybody was dealing with the same broad-based crisis as opposed to when it’s just you or just your firm or just your fund, where in some ways it can feel more stressful.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

JULY 24, 2023

So this secular bear market that we’re in today began in 2013 when we finally broke above the 1,500 level that was capping the index since 2000. So if you look at household debt service to disposable income ratio– RITHOLTZ: That’s as good as it’s ever been. So the previous bull markets were 18 years long.

Banks 52

Banks Hedge Funds Debt Legal 52

Pension Pulse

MARCH 20, 2025

The pension funds 2024 returns fell short of its internal benchmark of 12.9 In 2024, the pension funds publicly-traded stocks gained 23.2 billion of investment income the pension fund earned last year - roughly $7-billion - came from currency gains as the gap widened between the U.S. billion) and Credit ($0.9

Pension Funds 59

Pension Funds Assets Liabilities Funds 59

Pension Pulse

MARCH 3, 2025

Ralph Berg, chief investment officer at OMERS for nearly two years, brings a fresh perspective to pension fund management with a history and work pedigree different to what you might expect from a Canadian fund investment boss. billion) funds approach to investing. Amanda White reports. billion ($97.2

Buyout 52

Buyout Pension Funds Investing Assets 52

The Motley Fool

MARCH 3, 2025

At that time, you had an enterprise value for MicroStrategy, which is market cap plus net debt. We're now going to take our cash flow, maybe pay down the debt that was associated with that acquisition, or as I like to say, all the cash flow they generated made the acquisition happen. The dividend last year got funded by debt.

Investors 130

Investors Enterprise Values Shareholders Debt 130

The Big Picture

NOVEMBER 25, 2024

Corey Hoffstein : So throughout 2013, I was doing a lot of this research. And so in 2013, I’m staring down my largest client, all of a sudden it becomes obvious. 00:09:05 [Speaker Changed] How, how did the fund actually perform when it was live 00:09:09 [Speaker Changed] Quite well, right?

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

Pension Pulse

OCTOBER 25, 2024

up 22% in its biggest rally since May 2013. He thinks the debt and deficit is unsustainable and the only way out of this mess is inflating it away. Treasuries rebounded after days of losses. A gauge of the “Magnificent Seven” hit a three-month high, with Tesla Inc. United Parcel Service Inc. — an economic barometer — jumped 5.3%

Pension Funds 59

Pension Funds Debt Liabilities Taxes 59

The Big Picture

JULY 22, 2024

So I left Morgan Stanley in 2013. So I took some time off, I looked at different options starting up my own fund, creating a new multi-asset business at a PE firm. So yeah, it’s a broad swath of clients that we cover from pension funds, sovereign wealth funds, retail, you name it.

Banks 59

Banks Leveraging Taxes Portfolios 59

The Big Picture

OCTOBER 31, 2022

But throughout the entire emerging markets now, with the dollar so high, with interest rates going up, fear the debt — I mean, you’re getting — what is the average P/E? They’ve been raising prices, though debt prices are the same. 10 of the emerging markets? SCHWARTZ: In this high dividend, it’s 5.

Finance 59

Finance Financing Debt Banks 59