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Governments Have Lost Control of the Bond Market

The Loonie Hour

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Canada Pension Plan's Shift in Strategy

This chapter explores the Canada Pension Plan's recent decision to abandon its net zero target, focusing on the implications for investment strategies and returns. It discusses how rising interest rates influence the pension fund's asset allocation, particularly the underweight position in U.S. equities. Additionally, the conversation reflects on the impact of government mandates and international market dynamics on Canadian workers and retirees.

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