Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Janet McFarland of the Globe and Mail reports, B.C. pension management firm reaps benefits of global markets: A tactical decision to shift investments into global stock markets paid off last year for British Columbia Investment … Continue reading Diving Into bcIMC’s 14.2% Return for 2015
Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Lorrie Goldstein of the Toronto Sun reports, Wynne’s pension boondoggle?: Suppose Premier Kathleen Wynne’s Liberal government forced you into its Ontario Retirement Pension Plan (ORPP) and took 1.9% of your earnings up to a maximum … Continue reading Pension Pulse: Governance at the Ontario Retirement Pension Plan
Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Bill Curry of the Globe and Mail reports, Liberals would encourage pension funds to invest in infrastructure: Enticing large pension funds to spend big on Canadian infrastructure projects will form a key part of the … Continue reading Opening Canada’s Infrastructure Floodgates?
Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. The National Post weighed in on Canada’s pension debate in an editorial comment, The Ontario Retirement Pension Plan Act — a costly, unneeded plan: Unnoticed amid the budget hoopla last week, the Ontario Retirement Pension Plan … Continue reading Analyzing the Latest Attack on the Ontario Retirement Pension Plan Act
Leo Kolivakis is a blogger, trader and independent senior pension and investment analyst. This post was originally published at Pension Pulse. Matt Wirz of the Wall Street Journal reports, Small Hedge Funds Get Bigger Share of Investors’ Money: Hedge-fund upstarts attracted as much money as the titans of the industry last year, a shift for investors … Continue reading Pension Pulse: A Shift Toward Smaller Hedge Funds?
The Quebec pension Caisse de dépôt et placement du Québec is investing nearly $200 million in a handful of Mexican tollroads, according to Investments & Pensions Europe. From IP Real Estate: The North American institutional investor said it is taking a 49% stake in a joint venture with local firm Empresas. CDPQ said it will … Continue reading Canada’s Caisse Invests $200 Million In Mexican Toll Roads
This post was originally published at Pension Pulse. Jacqueline Nelson of the Globe and Mail reports, Ontario Teachers posts 11.8% return in 2014, looks abroad for investments: The Ontario Teachers’ Pension Plan is looking abroad for investment opportunities after posting strong returns in 2014. The pension plan, which invests on behalf of 311,000 teachers and … Continue reading Pension Pulse: Fully Funded OTPP Gains 11.8% in 2014
Caisse de dépôt et placement du Québec has acquired a 30 percent stake in Eurostar International, a high-speed rail service that runs between London, Paris and Brussels. Caisse’s stake is reportedly worth $850 million, according to the International Business Times Australia. Caisse purchased the stake from the UK Treasury. More details from IBT: Caisse expects … Continue reading Canada Pension Buys Big Stake in European High-Speed Rail
The median U.S. public pension fund returned 6.8 percent in 2014. But north of the border, one of Canada’s largest public funds blew that figure away. Caisse de depot et Placement du Quebec, Canada’s second-largest pension fund, posted investment returns of 12 percent in 2014, nearly doubling the returns of its U.S. peers. Over at … Continue reading Pension Pulse: Diving Deeper Into Caisse’s Big 2014
Pension360 has covered the fascinating partnership between Caisse de dépôt et placement du Québec and the province’s public transit system. But some observers – including Moody’s – have doubts that the partnership will prove fruitful for Caisse. Over at Pension Pulse, Leo Kolivakis has thrown his expertise into the ring. In a post on Monday, … Continue reading Kolivakis: Can the Caisse Make Money on Public Transit?
