Canada’s Pensions to the Rescue?

Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Theophilos Argitis and Kristine Owram of Bloomberg report, Home Capital Is a Minor Meltdown That’s Left a Major Mark on Canada: The story Canada has been telling itself about its economy is starting to sound … Continue reading Canada’s Pensions to the Rescue?

Ron Mock on Canada’s Infrastructure Needs?

Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Ron Mock, Ontario Teachers’ president and CEO was in Montreal briefly last week following the Milken Institute Conference in Los Angeles to discuss “The Real Infrastructure Questions for Canada” at The International Finance Club of … Continue reading Ron Mock on Canada’s Infrastructure Needs?

Canada Pension CEO Keeping “Close Eye” on Trump Infrastructure Plan

The Canada Pension Plan Investment Board is one of the world’s largest infrastructure investors, and CEO Mark Machin told Reuters his fund is paying close attention to U.S. President Donald Trump’s as-yet-unreleased infrastructure plan. Though details are scarce, Trump has said he plans to roll out a $1 trillion U.S. infrastructure program. If and when … Continue reading Canada Pension CEO Keeping “Close Eye” on Trump Infrastructure Plan

Canada Has No Private Equity Game?

Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Tawfik Hammoud and Vinay Shandal of BCG recently wrote an op-ed for the Globe and Mail, Canada needs to work on its private-equity game: When you look at who attended last week’s World Economic Forum … Continue reading Canada Has No Private Equity Game?

Canada Pension OPTrust To Bring Trading In-House

Following in the footsteps of its Canadian peers, the pension plan OPTrust said it plans to build a trading floor and bring more asset management in-house. OPTrust started the process back in June; it has hired seven portfolio managers and plans to hire three more. In all, about half of the fund’s total AUM of … Continue reading Canada Pension OPTrust To Bring Trading In-House

Canada’s Great Pension Debate?

Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. In a response to Bernard Dussault, Canada’s former Chief Actuary, Bob Baldwin, a consultant and former board of director at PSP Investments, sent me his thoughts on Bill C-27, DB, DC and target benefit plans … Continue reading Canada’s Great Pension Debate?

Targeting Canada’s DB Pensions?

Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Grace Macaluso of the Windsor Star reports, Opposition MPs, labour groups decry federal ‘anti-pension’ bill: A growing number of seniors could face poverty if the federal Liberals proceed with proposed legislation enabling Crown corporations and … Continue reading Targeting Canada’s DB Pensions?

Canada Courts Big Funds on Infrastructure?

Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Bill Curry and Jacqueline Nelson of the Globe and Mail report, Trudeau touts Canada as safe option for infrastructure investment: Justin Trudeau is billing Canada as a stable option for international investors amid market uncertainty … Continue reading Canada Courts Big Funds on Infrastructure?

Canada Speaking to Pensions, SWFs, PE Firms About Infrastructure Investment

The Canadian government is trying to recruit institutional investors to pour money into the country’s infrastructure, according to a Reuters report. Though Canada’s pension funds rank among the world’s largest infrastructure investors, they typically put their money to work on overseas projects. More from Reuters: Canada’s Liberal government is speaking to sovereign wealth funds and … Continue reading Canada Speaking to Pensions, SWFs, PE Firms About Infrastructure Investment

Canada Pension Boss Sees “Interesting” Opportunities After Trump Win

The head of the Canada Pension Plan Investment Board (CPPIB) this week told Reuters he sees opportunities in the U.S. after Donald Trump’s win on Tuesday. Particularly intriguing for CPPIB chief Mark Wiseman was Trump’s promise of massive infrastructure spending. From Reuters: He also identified Trump’s commitment to spend big on infrastructure as a potential … Continue reading Canada Pension Boss Sees “Interesting” Opportunities After Trump Win