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Top Funds' Activity in Q1 2023

Pension Pulse

Even those who are active investors reflect sentiment at depressed levels. The famed activist investor grew increasingly bearish that the economy would tank in the wake of the global financial crisis and shorted everything from broad market indices to commercial mortgages.

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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. So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. per cent return.