Ontario Teachers' Pension Plan: Finding investment opportunities in a challenging environment

In a recent interview with the Financial Post, Ontario Teachers' CEO Jo Taylor sat down with journalist Barbara Shecter to discuss Ontario Teachers' investment strategy and how the organization is finding opportunities in a challenging environment.

The article touches upon some of the issues affecting investors since early 2020, including the pandemic, economic turbulence and the Ukraine-Russia war. Despite these conditions, Ontario Teachers' continues to generate positive returns for its members. Last year while stocks and bonds fell in most markets, Ontario Teachers' had a one-year net return of 4%, almost double its 2.3% benchmark return. Its assets grew to $247.2 billion, edging closer to the goal of $300 billion in net assets by 2030. Read more here.

Forbes.com: Britain Kills Microsoft-Activision Deal, And Hurts The UK’s Reputation

By SIMON CONSTABLE

Britain’s bureaucrats have done it again. They’ve helped snatch defeat out of the jaws of victory.

The decision by Britain’s Competition and Markets Authority (CMA) to quash Microsoft Inc’s planned takeover of video game maker Activision Blizzard ATVI 0.0% is just the latest fumble by the UK government. And together with a similar action by another British government agency, it could have a lasting and detrimental impact on the UK economy unless something changes soon. The action also trashes the Brexit promise of a more benign regulatory environment. Read more here.

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ForbesUruguay.com: Este valioso activo alcanzará pronto un precio récord: cuál es y cómo invertir en él

By SIMON CONSTABLE

Read more here.

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Forbes.com: Silver Prices Set To Bust Records Soon, But Not How You Think

 By SIMON CONSTABLE

Silver is headed to record levels within the next 36 months or so, according to a veteran commodities analyst. But when it happens, don’t expect shocking newspaper headlines. Read more here.

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Forbes.com: Epic Bearishness On S&P 500: Its A Buy Sign For Stocks

 By SIMON CONSTABLE

Traders of stock index futures are now the most bearish on record. Its likely a good time to buy equities.

We know this because there are now more bearish bets by speculators on the S&P 500 E mini futures contracts than at any time since it began trading in 1998. That’s a quarter of a century ago. Read more here.

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Forbes.com: How The Government Is Making The Banking Crisis Worse

By SIMON CONSTABLE

The recent bank run and then failure of Silicon Valley Bank kicked off a mini crisis that’s already being made worse by the government.And it could even morph into a far worse downward spiral if Federal regulators don’t back off, according to a recent report.

“More penetrating government control of the banking industry will not change human nature,” states the research note from financial analytics company HCWE & Co. “What it will do is to degrade the economy by increasing the cost of banking.” Read more here.

 

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#France: #Scotland: Troubled SNP campaigning against Scotch Whiskey in Scotland. @BatchelorShow Occitane

 By SIMON CONSTABLE

Listen here.

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via Wikimedia Commons