This is going to be BIG.

DECEMBER 2, 2014

My godfather got me IBM stock right after that, so that''s how I knew that a stock market and investing existed. I got an internship on the buy side at the GM pension fund in high school--in 1997. I started a business newspaper in 1998 in college covering the stock market and the economy.

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The Motley Fool

JANUARY 26, 2024

Which is why stocks like Annaly Capital (NYSE: NLY) and its huge 13.5% After all, the historical return of the stock market is around 10% or so, so 13.5%, compounded over time via dividend reinvestment, would be that much better. History suggests that an investment here won't work out as well as hoped.

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The Motley Fool

JANUARY 3, 2025

The corporate share class was created to broaden the appeal to larger investors, such as pension funds, which may not have been allowed to own partnerships. The biggest attraction right now, though, is really the way in which this business is positioning itself to thrive -- no matter what happens in the stock market in 2025.

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The Motley Fool

SEPTEMBER 18, 2023

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. Morgan Stanley said its addition to the index was "a major milestone" that could lay a foundation for other companies like it. Here's why this news is a big deal.

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Integrity Financial Planning

DECEMBER 13, 2022

Borrowing costs and stock market prices move in opposite directions. [3] 3] With the rise of interest rates, investors may predict an incoming recession and pull out of the markets, hurting the value of stocks. Understand how this change affects you as a retiree: Dips in Investment Accounts.

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Pension Pulse

NOVEMBER 23, 2023

The federal government pledged in its fall economic statement on Tuesday to “work collaboratively” with Canadian pension funds to create an environment that encourages them to put more of the trillions of dollars of assets they collectively manage to work domestically. That has put pension fund managers on guard.

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Pension Pulse

MAY 16, 2023

The previous unreported proposal is an unusual move, but mirrors the broader nationalistic sentiment at display in Canada since the Swiss miner's unsolicited approach for one of the country's top mining firms by market value. The Canadian pension funds have benchmarked their investments to that level, according to the presentation.

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Pension Pulse

DECEMBER 6, 2023

Nest, the UK government-backed workplace pension fund, said it preferred proven business models to early-stage venture capital. Huge pension funds in Canada and Australia have been held out as examples that UK schemes could follow to improve returns.

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Pension Pulse

SEPTEMBER 6, 2023

Advocacy groups have accused the private fund industry of unfair, conflicted and opaque practices that hurt everyday Americans who invest in such funds through their pensions. It's not as if some state pension fund benefits from opacity," SEC Chair Gary Gensler told reporters after the panel's vote.

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Pension Pulse

JUNE 4, 2024

If they invest exclusively in green assets and earn lower returns than the broader stock market benchmark, as was the case in 2023 for environmental, social and governance funds, they’re criticized for underperforming. In private markets, they were a bit better but the lag there will catch up to these assets.

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Pension Pulse

AUGUST 24, 2023

A month ago, Eliyahu Kamisher of the Los Angels Times reported that CalPERS pension fund posts 5.8% gain, helped by stocks and private debt: CalPERS swung to a 5.8% gain in its latest fiscal year as the stock market rally and private debt buoyed the largest traditional public pension fund in the United States.

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Pension Pulse

MAY 28, 2024

He said he and other Maple Eight CEOs are willing to work with Stephen Poloz tasked to bring together different views to see how Canada's large pension funds can invest more domestically and where they think they can play a leading role. So far, the momentum, highly concentrated trades led by a few elite hedge funds are winning.

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Pension Pulse

APRIL 24, 2024

Jenny Wiggins of the Australian Financial Review also reports Plenary Group sells 49% stake to sovereign wealth fund ADQ in $1b deal: Founders and some executives of infrastructure investor Plenary Group will receive a cash windfall after the Australian group sold a 49 per cent stake to Abu Dhabi sovereign wealth fund ADQ in a $1 billion deal.

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Pension Pulse

MAY 23, 2023

One totemic statistic on this front (and one which — hands up — I’ve thrown around myself) is the fact that DB pension funds have gone from having something like half of their assets in UK equities in the mid-1990s to less than 2% today. The same with those who think our large pension funds should invest more in Canada.

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Pension Pulse

FEBRUARY 22, 2024

Regarding the pension fund's bond assets, CDPQ said the fixed income market was characterized by higher yields and the narrowing of corporate credit spreads. In equity markets, Canada’s second-largest pension fund benefited from its high exposure to the technology sector with a 17.7 and down 0.2%

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Pension Pulse

SEPTEMBER 27, 2024

trillion stock market after years of losses that made it one of the world’s worst performers. Chinese authorities unleashed a long hoped-for barrage of monetary stimulus on Tuesday, followed by vows from top leaders to do what’s necessary to shore up the housing market and boost consumption. billion Appaloosa fund.

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Hedge Funds Banks Stakes Asset Management 99

Pension Pulse

JANUARY 30, 2024

Kari Lundgren of Bloomberg also reports Norway wealth fund has first underperformance in five years: Norway’s $1.6 trillion sovereign wealth fund failed to meet its benchmark for the first time in five years due to losses in unlisted real estate even as stock markets rebounded.

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Pension Pulse

AUGUST 8, 2023

Mr. Hill will join OMERS in September, the public pension fund announced Wednesday, and report to Ralph Berg, who took over as the chief investment officer in April. The fact that other large Canadian pension funds keep poaching talent away from CPP Investments tells you how much talent there is there. billion ($3.72

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Pension Pulse

AUGUST 15, 2024

James Bradshaw of the Globe and Mail reports OMERS reports steady gains at mid-year mark in shift to bonds, credit: Ontario Municipal Employees Retirement System relied on steady returns from private assets, tailwinds from strong stock markets and a resilient U.S. dollar to earn a 4.4-per-cent per cent on their investments.

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Pension Pulse

SEPTEMBER 27, 2023

Canada’s large pension funds have pulled back on some activities in China. Meanwhile, Chinese authorities are considering relaxing the rules that cap foreign ownership in domestic publicly traded firms, people familiar with the matter told Bloomberg last week, seeking to lure global funds back to its $9.4 trillion stock market.

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Pension Pulse

MARCH 13, 2024

The investment team strategically increased exposure to bonds following a rise in yields during the summer and fall, contributing significantly to the Plan's performance as the bond and stock markets rallied towards the end of the year. “In The pension fund manager’s total assets increased to $112.6-billion, billion. “We

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Pension Pulse

FEBRUARY 20, 2024

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.

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Pension Pulse

MAY 17, 2023

Private debt still makes me very nervous and it makes me even more nervous when I ask pension funds simple questions like "how much of your total portfolio is in private debt and how much of that is exposed to junior loans?" What about the stock market ripping higher on news that they've reached a deal to expand debt ceiling?

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Pension Pulse

MAY 17, 2024

Carly Wanna and Carmen Reinicke of Bloomberg report hedge funds pump up exposure to Nvidia, cut AMD: Hedge funds continued to lean into the biggest technology companies leading the way in artificial intelligence as the hype propelled the US stock market higher in the first quarter of the year.

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Pension Pulse

MAY 30, 2024

What that means for you is that your Fund is the most invested pension fund in the world in its local economy,” argued Mr. Emond. The objective? 100 billion by 2026. Our presence is equivalent to 16% of Quebec’s entire gross domestic product. Emond, addressing the audience of business people who came to listen to him.

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Pension Pulse

AUGUST 5, 2024

Vanderbilt University Endowment, the University of Illinois Foundation and existing investors also participated in the extension to a January funding round, lifting Bilt’s valuation to US$3.25 OTPP, the Canadian pension fund, owns Willow Bridge Property Co., billion from US$3.1

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Pension Pulse

AUGUST 16, 2024

pic.twitter.com/XPHihSJ9sJ — Francois Trahan, M²SD (@FrancoisTrahan) August 13, 2024 The market doesn't care about macro until it does and then all hell breaks loose. Of course, I remind my readers that credit markets lead the stock market typically and we have yet to see a credit crisis emerge (yet being the operative word).

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The Motley Fool

SEPTEMBER 6, 2023

They were among the first people to really treat stocks as parts of businesses. But for most of the period of time in which the US stock market has existed, it was something that was so highly speculative because the movement of the stocks and the underlying businesses almost had nothing to do with each other.

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Pension Pulse

NOVEMBER 17, 2023

With the seven big tech firms—Apple (AAPL), Amazon.com (AMZN), Google parent Alphabet (GOOGL), Facebook parent Meta Platforms (META), Microsoft (MSFT), Nvidia (NVDA), and Tesla (TSLA)—playing an outsize role in this year’s stock market rally, it’s no surprise to see them featured heavily in the quarterly filings of large investors.

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The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. But is that also true for start-ups and venture-funded private companies?

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Pension Pulse

AUGUST 18, 2023

And with the bond yield high enough, that poses competition for equity investors who feel the bond market is less risky than the stock market right now.” In late July, when I openly wondered when will the stock market crash , I wasn't trying to scare people but have seen this movie so many times before, it never ends well.

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Pension Pulse

FEBRUARY 16, 2024

Having said this, the stock market is incredibly concentrated in a few names and the risks of something bad hitting us are on the rise here, which is why you should all take these 13F filings with a grain of salt here. Also keep in mind, the data is lagged by 45 days and doesn't include short positions or options.

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Tucker Advisors

SEPTEMBER 27, 2021

As is the case with the public pensions of corporations, individuals can use indexed annuities to create their own pensions and receive a predetermined monthly income throughout their retirements. It’s the same basic income stream that pensioners receive from corporations who moved pension funds into indexed annuities.

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Pension Pulse

AUGUST 14, 2024

Federal Reserve postponing anticipated rate cuts, to strong stock market performance "which continued to be linked to a historic level of concentration in a handful of technology stocks." as stocks offset real estate losses: (Bloomberg) -- Caisse de Dépôt et Placement du Québec scored a 4.2%

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Mr. Money Mustache

AUGUST 22, 2020

Public pension funds have started to “divest” from oil company stocks, and various social issues like human rights, child labor, climate change or corporate corruption have bubbled to the surface at different times. How can I get the benefits of investing for early retirement without contributing to the decline of humanity?”.

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Pension Pulse

AUGUST 30, 2023

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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Pension Pulse

MAY 24, 2023

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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