Asset Allocation
Gold Demand Increasing as Stagflation Risk Looms
Record-breaking inflation combined with current geopolitical tensions are driving the trend.
News Archive: Mar - 2022
Newsmakers
Canada’s CDPQ Returns 13.5% in 2021
Canada’s second-largest pension fund’s asset value has grown by C$149.1 billion over the past five years.
Risk
Another Inflation Jump Resumes Stocks’ Tumbling Ways
The CPI vaults 7.9% for February, so the S&P 500 returns to retreating.
Newsmakers
Global Pension Asset Values Grow to Record $56 Trillion in 2021
A study finds the U.S. accounts for more than $35 trillion of the total asset value for pensions worldwide.
Newsmakers
Ontario Teachers’ Pension Takes a Bet on UK Fintech Company Lendable
The pension fund led a $277 million fundraising round for the late-stage venture company.
Risk
Are We Reprising the Rotten Aughts Market?
Bespoke wonders if the past has something not so pleasant to teach us.
Asset Allocation
The ‘Dumb Money’ Tops the Sophisticates in the Market, BofA Says
Retail investors are still buying the dips, and that has been a winning strategy, the firm finds.
Risk
New York Common, NYCERS, and Penn SERS to Divest Russian Investments
The public pension funds join a growing number of institutional investors pulling their money out of Russia.
Regulation
Founders of Crypto Exchange Plead Guilty to Violating Bank Secrecy Act
Justice Department says BitMEX was essentially a money-laundering platform.
Newsmakers
Biden Plan to Bar Russian Oil Imports Helps Boost Prices
Crude jumps 7% today, adding to inflation misery.
Asset Allocation
Bonds Stink as a Refuge From Stocks, but BlackRock Sees a Work-Around
The firm makes a case for TIPS and Chinese government paper, as alternatives.
Newsmakers
CPPIB Targets Net-Zero by 2050
The $433.6 billion pension giant plans to nearly double its green and transition investments to over $100 billion by 2030.
Newsmakers
Understanding PRT: Key Steps Leading to Successful PRT
As firms move on from the first step of cleaning up their data, they must next think about the financial and accounting implications that come with pension risk transfer.
Newsmakers
A Look at PRT Solutions and Costs
There are cost and other considerations for each solution on the spectrum of pension risk transfer options.
Risk
Kentucky Teachers’ Pension Loses $3 Million After Selling Russian Investments
Other pensions around the country are likely facing similar losses.