Wednesday, November 3rd, 2021 A biweekly topical newsletter from CIO Global Investing A newsletter for institutional investors, spotlighting global investing. SPONSORED AD Asset Allocation Broken China? Maybe Things Aren’t So Bad Despite crackdowns on businesses and too much debt, the nation should resume its ascent, says NEPC. News CPPIB Loses International Head, Acquires US Marine Terminal Alain Carrier leaves the Canadian pension giant after 14 years to lead private equity firm Bregal Investments. Asset Allocation How to Make Money Investing in China, Crackdown Be Damned The Beijing regime’s actions actually offer opportunities, argues EM ace Mark Mobius. WHAT'S BUZZY China, Says Chanos, Is a ‘Terrible Place to Keep Your Money A long-time bear on the Middle Kingdom, the famed short-seller is double spooked by Evergrande. WHAT'S BUZZY Cathie Wood Sees Tesla Up 4-Fold, Bitcoin Up 11 Times, China: Meh The disruption queen speaks out at SALT Conference. Newsmakers Blackstone Hires Global Head of ESG for Private Equity Amisha Parekh joins the private equity firm from Bloomberg’s sustainable finance unit. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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