Retirement

The DB Pension Plan Model Has Failed?

Brent Simmons, Senior Managing Director & Head, Defined Benefit Solutions at Sun Life, wrote an op-ed for the Globe & Mail on why the DB pension plan business model has failed – and everyone is paying the price:For the past 20 years, many private-sector companies across Canada followed the same r ...

Big Moves at OPTrust, OTPP and PSP

OPTrust recently appointed Peter Lindley as its president and CEO:OPTrust, one of Canada’s largest defined benefit pension plans, today announced the appointment of Peter Lindley as the President and CEO of the organization, effective September 16, 2019. Mr. Lindley is a financial services indust ...

Answers to popular stock and investing questions this week

This week we look at some of the most popular questions in the 5i Research question and answer service featuring Chartwell Retirement, Brookfield Asset Management, Alimentation Couche-Tard, and weakness of the tech sector. ...

8 Lessons I Learned from One of My Worst Dividend Growth Investments, A 5-Part Series. Lessons 3 & 4

Disclosure: Some of the links below are affiliate links (AL), meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase. See disclaimer. They say the hardest lessons in life are learned through experience. Well let’s just say a 38.6% loss in about ...

Staying on track with your retirement budget

This post was written by our friend Marie at The Boomer Club. The day after your retirement party, you’ll be looking at the amount of your retirement savings that you’ve spent decades accumulating. Many new retirees have one of two thoughts about that lump sum: Wow, that’s a lot of money. I ...

The Next Big Short?

Bloomberg's Reed Stevenson reports The Big Short’s Michael Burry explains why index funds are like subprime CDOs:For an investor whose story was featured in a best-selling book and an Oscar-winning movie, Michael Burry has kept a surprisingly low profile in recent years.But it turns out the hero ...

Will The Real Bubble Please Stand Up?

Bloomberg's Reed Stevenson reports The Big Short’s Michael Burry explains why index funds are like subprime CDOs:For an investor whose story was featured in a best-selling book and an Oscar-winning movie, Michael Burry has kept a surprisingly low profile in recent years.But it turns out the hero ...

The World's Largest Pension Funds - 2019

Amy Whyte of Institutional Investor reports that the world's largest pension funds shrank in 2018:Assets held by the 300 largest pension funds in the world fell by $81 billion during last year’s “tougher market environment,” according to new research from Willis Towers Watson.At the end of l ...

CalPERS's $50 Billion Bet on Equities Pays Off?

Randy Diamond of Chief Investment Officer reports on how the California Public Employees’ Retirement System (CalPERS) took a more than $50 billion bet with its $177 billion stock portfolio and won:The bet helped beat volatile equity markets in the 12-month state fiscal year that ended June 30, s ...

GPIF's CIO Warns of Synchronized Global Markets

John Gittelsohn of Bloomberg reports that global markets have become so synchronized that money managers risk losing on every front, according to Hiromichi Mizuno, chief investment officer of the world’s largest pension fund:Global markets have become so synchronized that money managers risk losi ...