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Wednesday, November 3rd, 2021
A biweekly topical newsletter from CIO
Global Investing
A newsletter for institutional investors, spotlighting global investing.
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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.
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