For the world’s largest asset owners
February 26, 2021
CPPIB Chief Mark Machin Exits Amid Vaccine Uproar

The CEO of Canada’s largest pension fund traveled to the Middle East to get a shot. The plan’s credit head, John Graham, replaces him.

Post-COVID Stock Picks: Morgan Stanley Highlights Its Recovery Plays

McDonald’s, Exxon, and Lamar Advertising are on their winners’ list.

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Supreme Court Rules Investors Cannot Sue for Omissions in Disclosures
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CalPERS To Helm Climate Action 100+
Long-Lagging Venture Capital Shows Signs of Possible Turnaround
Shareholder Funding Dries Up for Thames Water; Regulator Blamed
Geopolitics Operates with Long and Variable Lags
New York City Comptroller: Ax Rule Forcing Private Equity to Pay Legal Bills

Mandate now forces PE operators to cover their own litigation tabs in disputes, instead of passing along the costs to NYC pension fund investors.

Canadian Pension to Invest C$5 Billion in Green, Social Bonds by 2025

British Columbia Investment Management also aims to cut carbon exposure of public equities by 30%.

In Focus: Will Political Divisions Mess Up Economic Growth?

For investors, all the discord could swell uncertainty about long-term investments. Cause for hope: Even now, Republicans and Democrats can find common ground on some things.

Editorial: CIOeditors@issmediasolutions.com
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