Top Tweets for #cppib
🚨 #NSEIPO could raise up to ₹30,000 crore through a 6% stake dilution, valuing the exchange at ₹5 lakh crore.
📈 Sources tell CNBC-TV18 that #NSE could announce its price band on September 11 and is targeting a September 25 listing. #SBI, #LIC, #MorganStanley, #CPPIB, #Temasek and others are among the likely selling #shareholders.
✍️ @YashJain88 reports.
https://t.co/27Q2fFxdE9
Sign and share this petition from SHIFT Action for Pension Wealth and Planet Health urging the #CPPIB to invest in a safe climate future. #TogetherForOurFuture #ClimateAction
Concerned about the future your kids and grandkids are inheriting?
Then sign and share this petition from SHIFT Action for Pension Wealth and Planet Health urging the #CPPIB to invest in a safe climate future. #TogetherForOurFuture #ClimateAction
https://t.co/2y6vP17xVL
Concerned about the future your kids and grandkids are inheriting?
Then sign and share this petition from SHIFT Action for Pension Wealth and Planet Health urging the #CPPIB to invest in a safe climate future. #TogetherForOurFuture #ClimateAction
https://t.co/2y6vP17xVL
#PrestigeEstates: Canada Pension Plan Investment Board (#CPPIB) proposes to invest up to ₹3,000 cr in arm #PrestigeHospitality Ventures for 28% stake
@RaquelDancho @NotaliaMateo There is no relationship with #truth when it comes to the #Liberals.
Nothing has changed since the #SNCLavalinScandal.
#JWR
#Caisse
#MichaelSabia
#MarkWiseman
#CPPIB
#CanadaInfrastructureBank
#DominicBarton
#cdnpoli
#Uniper: Záujem o kúpu 74,12% Uniper mali prejaviť minimálne: #EPH Daniela Křetínského, kanadský správca dôchodkov #CPPIB, #Brookfield, #Equinor, #TotalEnergies. Druhé kolo ponúk je naplánované na leto, dohoda by mohla byť uzavretá na jeseň. Ide o miliardy
https://t.co/meupWfZSJc
Absolutely outrageous that Beijing got to dictate what Canadians can watch in Toronto, while our ministers are dining & wining with the CCP regime discussing the future of our pensions, banking & financial systems. #ShenYun #CPPIB #ForeignInterference https://t.co/eaDquh7Cer
It’s deeply troubling that Canadian public pensions are being invested in companies linked to ICE operations and migrant detention. Canadians expect savings managed with human dignity—not profiting from repression.
I’m calling for an independent investigation. Accountability now.
@Ecostuffing @1kilroywashere @TheRegister @greenarteries @paulapeters2 @RandolphTrent @hawkins_carole @RITB_ @vamroses @BadPutty @irisstylosa It already has ; The Canada MOU builds on the CTTP / USA/ U.K ‘DEALS ‘ also the U.K. & Canada MOUs already seen: the ones that link in ; #SolentMartime / #NERCS & #MilkenInstitute / #EVOK & #CPPIB / ( Thames water / Omers / ABPorts ) & GeoEngineering, St.Ives / #AUS/USA/UkDEAL
With $1.1 trillion in assets under management, the NPS is asked to consider having class-specific chiefs under its CIO.
#NationalPensionService #NPS #WillisTowersWatson #WTS #MinistryofHealthandWelfare #CanadaPensionPlanInvestmentBoard #CPPIB #GIC
https://t.co/GxA94sRyor
@Resurrecta_monk @FlippersUpNow @mrttt82 @JimFunnel1 @EuropeanPowell @Ecostuffing @greenarteries @davetroy #CPPIB & MOU #Uk Candada #NERCS #Milken - and large chunks of UkFreeportHell - cross Reference Michael Milken & Farage #Drexell Lambert / Aluminium/ Oligarchy then Milken & Blair/ Gaza; then Milken & Epstein- schwarzman/ LeonBlack / Theil/ Apollo/ Kushner/JPMorgan ‘ how it Werks
@Resurrecta_monk @FlippersUpNow @mrttt82 @JimFunnel1 @EuropeanPowell @Ecostuffing @greenarteries @davetroy And this ; #CPPIB ( all over U.K. FreeportHell - and currently divesting as fast as they can ; leaving AB Ports / Otter Ports looking for new buyers- likely to be UAE
ICYMI: Canada's largest pension fund is putting BILLIONS into fossil fuel expansion and AI in the United States.
Read our report:
https://t.co/3VCkUqJVvB
LIVE | CPPIB plans to invest up to $1.05bn in Castrol India with bp retaining a 35% minority stake as the tender offer process moves ahead, experts break down the deal impact
#CPPIB #CastrolIndia #bp #DealWatch #TenderOffer @SrishtiSharma_
https://t.co/5rkeae0QMx
#editorial🗞️@fiinewspaper 🤖
#Ações 📈📉
📰Nova notícia sobre #MercadoFinanceiro: #CPPIB realiza venda de ações #AZZA3 e #ALOS3 em operações de block trade. Venda de ações #AZZA3 e #ALOS3 pelo fundo CPPIB movimenta R$ 1 bilhão em deságio e afeta mercado.
As recentes operações de venda de açõesCPPIB em AZZA3 e ALOS3 chamam a atenção do mercado financeiro. Em block trades coordenados pelo Bank of America, o fundo canadense realizou movimentações significativas, impactando os preços das ações e gerando repercussão entre investidores.
Essa ação movimentou mais de R$ 970 milhões, com um deságio de cerca de 4,9% em AZZA3 e 4,44% em ALOS3. O deságio significa que as ações foram negociadas abaixo do preço de fechamento da sessão anterior. Esses valores indicam uma venda bastante expressiva e impactante no mercado.
No caso da Azzas 2154, foram vendidos 10.063.900 papéis a R$ 27,10 cada, representando quase 5% da participação acionária da empresa. Já na Allos, o CPPIB vendeu 22.902.600 ações a R$ 28,38 por ação, que corresponde a metade de sua participação na administradora de shoppings. Essa operação ainda prevê um lock up de seis meses para a venda da parte remanescente na Allos. O Bank of America coordenou ambas as transações. Essas movimentações refletem uma estratégia do fundo para reciclar capital e potencialmente reinvestir no mercado brasileiro.
https://t.co/Yn1gA28Lof
IndoSpace Core, a joint venture between CPPIB and IndoSpace, has acquired six industrial and logistics parks valued at Rs 3,000 crore. Details 👇
#IndoSpaceCore #IndoSpace #CPPIB #Logistics
https://t.co/Lk6ayMXcfe
Canada Pension Plan Investment Board (#CPPIB) took a 70% haircut on $ARE and they appear to be currently liquidators now near all-time lows as the company is falling apart with an unsustainable dividend. Real estate can be a tough industry. Know what you own is very important.
Alexandria Real Estate $ARE, an office/lab REIT, has seen its troubles advance from a leasing problem to a balance sheet problem.
High leverage and multibillion dollar development commitments increases the likelihood of a substantial dividend cut and highly dilutive assets sales and/or equity issuance.
Private market participants we have spoken to describe the leasing environment and for sale market as a "bloodbath" with the best decision today some time being to "hand the keys back" to the lenders on even high quality new office/lab buildings as the net rent after tenant improvement costs do not justify further investment.
Expect material pressure on valuations in the private market. ARE likely has further downside to the share price in our view as the balance sheet pressures unfold. L&B has a position in ARE.
#CPPIB CEO eyes infrastructure and energy projects
Of course they will being they also invested in SNC Lavalin via the #CanadaInfrastructureBank.
We know how that all turned out for Cdns.
A bust! https://t.co/VYAwJHTOy2
CAM advises CPPIB on phased divestment of 49% stake in Island Star Mall for INR 5,449 Crores to Phoenix Mills
#CyrilAmarchandMangaldas #449crores #49stake #CPPIB #INR5 #IslandStarMall #legaladvisors #malldevelopers #phaseddivestment #PhoenixMills #PrivateEquity #SCC #scctimes
#الصناديق_السيادية تتجه غربًا: ماذا يعني أن يخصص أكبر صندوق تقاعد كندي 47% من أصوله للسوق الأميركية؟
في خطوة لافتة، خصص صندوق التقاعد الكندي #CPPIB — وهو الأكبر في كندا بأصول تُقدّر بـ 243 مليار #دولار — ما نسبته 47% من محفظته الاستثمارية إلى أصول في #الولايات_المتحدة، ارتفاعًا من 42% في العام الماضي.
هذه النسبة تعني ببساطة أن نحو 114 مليار دولار كندي من أموال التقاعد الكندية باتت مستثمرة في #الاقتصاد_الأميركي.
فلماذا يحدث هذا؟ وما دلالاته؟
1.قوة #السوق_الأميركية كمركز جاذب لرأس المال
رغم التحديات السياسية والتجارية، لا تزال الولايات المتحدة تقدم أعمق وأوسع سوق مالية في العالم، مع تنوع في الأصول بين #الأسهم، و #السندات، و #العقارات، و #الاستثمارات الخاصة.
2.هروب من تقلبات الأسواق الأخرى
مع تصاعد عدم اليقين في أوروبا، والتباطؤ في الصين، وارتفاع المخاطر الجيوسياسية عالميًا، يرى مديرو الأصول أن السوق الأميركية رغم تقلباتها تبقى “الملاذ الأقل مخاطرة”.
3.دولار قوي = عوائد أقوى للمستثمر الأجنبي
ارتفاع الدولار الأميركي يجعل الأصول المقومة به أكثر جاذبية، خاصة عند مقارنة العوائد المعدّلة بالعملة، وهو ما يعزز مبررات التخصيص.
4.تحولات استراتيجية في #إدارة_المحافظ
الانتقال من تخصيص “محلي” إلى تخصيص “عالمي” بات سمة لمديري الصناديق الكبرى. واستراتيجية CPPIB ليست معزولة، بل جزء من موجة أوسع تشمل صناديق من أوروبا وآسيا والشرق الأوسط.
لكن، هل هناك مخاطر؟
نعم. هذا التركيز العالي في سوق واحدة — حتى وإن كانت أميركا — يحمل مخاطر متعلقة بالسياسة النقدية الأميركية، والدولار، والتقلبات الجيوسياسية. التنويع الحقيقي لا يجب أن يُستبدل بالاعتماد على “السوق الأفضل أداءً حاليًا”.
خلاصة:
تحركات الصناديق الكبرى ترسم خريطة تدفقات رأس المال العالمية. وعندما يختار أكبر صندوق تقاعد في كندا توجيه ما يقارب نصف ثروته إلى أميركا، فهذا يعكس ليس فقط الثقة، بل أيضًا تغيرًا جوهريًا في موازين الجاذبية الاستثمارية على مستوى العالم.
ما رأيكم؟
هل هي خطوة حكيمة؟ أم مغامرة مقنّعة بالثقة؟
@Dr_MokhlesNazer
.
#apc_prime #apc #mokhles_nazer #مخلص_الناظر #PensionFunds #USMarkets #GlobalInvesting
#AssetAllocation #InvestmentStrategy #CapitalFlows #EconomicTrends #Geopolitics #FinancialMarkets
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