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Canadian LPs Selling PE Stakes in Higher-For-Longer Environment

Pension Pulse

This occurs when the value of bonds and shares of publicly listed firms decline, as they did recently, bringing down the total assets of a pension fund. Canadian pension funds are among the largest private equity investors in the world. Denominator effect The first is what’s known as the “denominator effect.”

Stakes 59
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Oxford, CPP Investments and Ivanhoe's Latest Logistics Deals

Pension Pulse

billion portfolio of European warehouses to AustralianSuper, forming a joint venture with Australias largest pension fund manager to help ramp up its exposure to logistics and industrial properties. James Bradshaw of the Globe and Mail reports Oxford Properties sells 50% stake in $1.2-billion

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BlackRock (BLK) Q4 2023 Earnings Call Transcript

The Motley Fool

These long-term relationships will help us lead critical investments in infrastructure that will improve outcomes for communities around the globe and generate long-term investment benefits for our clients. But we thought that looking at it from both points of view, from the point of view of infrastructure investing, Larry is right.

Assets 130
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CPP Investments' Andrew Edgell on Private Debt's Next Stress Test

Pension Pulse

A combination of our scale, certainty of assets, and our long investment horizon make us uniquely positioned as a global investor. We assess the prospects of our strategies and opportunities over decades, not just quarters or years. How big a recession and default cycle is still to be determined.

Debt 59
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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. Christine Dobby of the Toronto Star also reports CPP Investments posts 1.3% per cent return.

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Canada's $2-Trillion Pension Giants Struggling With Trump's Policies

Pension Pulse

The predictability of what were investing in is lower, Taylor said as pension teams across the country dig into drafting and assessing potential scenarios for a year that, given the prospect of multiple pockets of economic and geopolitical unrest, could be very different from those that came before it.