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1 Stock I Wouldn't Touch With a 10-Foot Pole

The Motley Fool

Put a REIT into a tax-advantaged Roth account and you can avoid taxes altogether. A mortgage REIT like AGNC buys mortgages that have been pooled into bond-like securities, often referred to as something like a collateralized mortgage obligation (CMO). AGNC Investment is structured as a real estate investment trust (REIT).

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CPP Investments Plows Into Private Equity in Fiscal Q3 2025

Pension Pulse

Layan Odeh of Bloomberg reports CPPIB plows at least $5 billion into private equity in three months: Canada Pension Plan Investment Board poured at least $5 billion into private equity in the last three months of 2024 as the asset class regained appeal. For the quarter, the Funds net return was 3.8%. billion 10-year net return of 9.2%

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Prudential Financial (PRU) Q3 2024 Earnings Call Transcript

The Motley Fool

Representing Prudential on today's call are Charlie Lowrey, chairman and CEO; Rob Falzon, vice chairman; Andy Sullivan, head of international businesses, and PGIM, our global investment manager; Caroline Feeney, head of US businesses; Yanela Frias, chief financial officer; and Rob Axel, controller and principal accounting officer. OK, thanks.

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HOOPP Beefs Up Its ILS Investments in 2022

Pension Pulse

The Healthcare of Ontario Pension Plan (HOOPP) is just one of the numerous pension fund and major ILS investors we track in our directories here. First, read my comment covering HOOPP's 2022 results where the plan remains fully funded despite losing 8.6%

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Private Equity's Creative Wizardry Posing Systemic Risk?

Pension Pulse

Valuations are way, way off in some cases, and there will come a point, I expect soon, when auditors say they’re unable to sign off on the accounts anymore,” he adds, explaining that many asset sales in secondary markets will be done at far lower values than where they’re being priced by firms today.

Buyout 59
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Prudential Financial (PRU) Q2 2024 Earnings Call Transcript

The Motley Fool

businesses; Yanela Frias, chief financial officer; and Rob Axel, controller and principal accounting officer. pension plans, and is the largest pension fund manager in Japan. And, you know, that's going to be dependent upon sort of market sensitivity, hedging, and collateral needs.

Assets 130
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On IMCO's Focused Approach to Investing Outside Canada

Pension Pulse

Together, these two sectors account for approximately 50% of the S&P TSX index. Even in jurisdictions where hedging is more feasible, hedging currency requires access to liquidity to post as collateral. Most of Canada's large pension funds including CPP Investments are rethinking their investments in China.