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Here's Why 1 Investment Bank Says Blackstone Just Hit a "Major Milestone"

The Motley Fool

The addition to the S&P 500 is a significant accomplishment, since the index is one of the most common benchmarks for measuring the stock market's performance. Since 2013, Blackstone has grown its AUM by over 13% annually, going from $266 billion to over $1 trillion. Here's why this news is a big deal.

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CalPERS CIO on How Their 2030 Strategy Centers Around Private Markets

Pension Pulse

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 I know, the stock market is climbing the wall of worry but with a nasty recession ahead, it's only a matter of time before it implodes.

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Transcript: Edward Chancellor

The Big Picture

When I was at GMO, we — a colleague and I ran a sort of quantitative analysis of speculative bubbles and we crunched, produced my system date 10,000 years of data of various commodity markets, and real estate markets, and stock markets around the world. And what we found is that bubbles are indeterminate in length.

Finance 59
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CPP Investments Sells Stake in South Korea's Kendall Square Development Venture

Pension Pulse

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). Learn more about how CPP Investments has been recognized among leading global pension funds.

Stakes 59
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Bitcoin ETFs Were Finally Approved: Here's What It Means for Investors and How They Could Unlock Billions of Dollars

The Motley Fool

The crypto market has been eagerly waiting for the approval of a spot Bitcoin ETF for quite some time. Since the initial attempt to establish a spot Bitcoin ETF in 2013, there have been several other submissions, all of which were denied by the SEC.

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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. That beat the fund’s reference portfolio (an internal benchmark it sets for itself), which had a return of just 0.1

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All Roads Lead to Inflation?

Pension Pulse

Rita Nazareth of Bloomberg also reports the S&P 500 sees first gain this week as Tesla Up 22%: Stocks rose for the first time this week, with traders parsing a slew of corporate earnings for clues on the health of the world’s largest economy. up 22% in its biggest rally since May 2013. Treasuries rebounded after days of losses.