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Is CPP Investments Fueling Canada's Wildfires?

Pension Pulse

Patrick DeRochie, senior manager of Shift Action for Pension Wealth and Planet Health , wrote an op-ed for the Globe and Mail, stating Canada is burning, so why is our national pension fund still heavily into fossil fuels?: Repeat after me: Keep your goddamn political views out of our national pension fund.

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Transcript: Julian Salisbury, GS

The Big Picture

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. SALISBURY: So I led the European Special Situations Group from 2008 to 2013. How do you juggle all of those?

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Transcript: Edward Chancellor

The Big Picture

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. I can’t quite remember what they were. CHANCELLOR: It was A trade that, as you know, the U.K.

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Transcript: Jawad Mian

The Big Picture

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 you can have a 5% fed funds rate and the consumer is not stopping. And I feel like we may have seen the valuations peak for this cycle in 2021 at a 23 times forward PE.

Banks 52
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Ivanhoé Cambridge’s Real Estate Binge Heading Towards a Reckoning?

Pension Pulse

Over the last decade, the real estate arm of Quebec’s $300 billion pension fund tore through U.S. million in 2013, when the loan was securitized, to $76.5 Assets and liabilities Ivanhoé Cambridge got its start in the 1950s when Montreal grocer Sam Steinberg started buying up local shopping centers. million in 2023.

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Mark Wiseman on Why Politicians Should Leave Pension Funds Alone

Pension Pulse

The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool. The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool.

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A Conversation With John Graham on CPP Investments Fiscal 2023 Results

Pension Pulse

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. Public Equities include absolute return strategies and related investment liabilities. per cent return.