For the world’s largest asset owners
March 17, 2021
Owning Bonds Is ‘Stupid,’ and They’re in a ‘Bubble,’ Says Ray Dalio

Small yields, high prices, and too much supply spell trouble, hedge fund chief warns.

Big Oil Strikes Back at ESG

A Texas bill would force the state’s retirement systems to divest from companies that divest from fossil fuels.

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Supreme Court Rules Investors Cannot Sue for Omissions in Disclosures
How Endowments Can Evaluate Their Sustainability Levels
CalPERS To Helm Climate Action 100+
NBIM Denied Private Equity Investing Permission, For Now
Notre Dame CIO Mike Donovan to Retire
Long-Lagging Venture Capital Shows Signs of Possible Turnaround
CAAT Pension Plan Names Asif Haque CIO

Julie Cays, current CIO of the C$13.5 billion pension plan, will retire at the end of April.

OECD More Than Doubles US Economic Growth Forecast

Fiscal stimulus and a sustained vaccination pace are expected to spur the strongest GDP growth in 37 years.

US Corporate Pension Funded Ratio Climbs to 92.9% in February

Despite weak returns, funded levels rise for the fifth consecutive month.

In Focus: Chamath Palihapitiya Weighs Lessons from a ‘Tough Week’

With his deals seeing double-digit declines, the venture capital star encourages fellow investors not to be afraid of making changes.

Editorial: CIOeditors@issmediasolutions.com
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