Pension Pulse

Jacob Wolinsky of Forbes reports to beware trading based on 13F data which reveals a preference for tech stocks: There's no denying that the market has been particularly turbulent in recent months as inflation soars. Market watchers are debating whether inflation has peaked, which will impact which stocks ride the wave and which sink. The 13F filings from Q4 are in As a result, individual investors may be watching the smart money even more closely as they try to choose stocks wisely despite the extreme volatility. Hedge funds and other institutional investors have filed their quarterly 13Fs with the Securities and Exchange Commission, providing a trail of breadcrumbs for individual investors to follow. An overhead analysis of hedge fund trades during the fourth quarter shows that tech stocks received a boost from the smart money, as institutional investors boosted their tech holdings by about 1% in aggregate. However, things have changed so rapidly that it may no long...

Francois Normand of Les Affaires reports the Caisse does a private placement in green hydrogen (translated from French): The Caisse de depot et placement du Québec (CDPQ) is joining forces with three organizations to make a private placement totaling 200 million euros (CA$288 million) in the capital of Hy2gen, a German producer of green hydrogen and e-fuels, which is active in Quebec. These three organizations are Hy24 (a large clean hydrogen infrastructure fund), Mirova (a management company dedicated to sustainable development) and Technip Energies (a French company specializing in engineering related to the energy transition), as strategic partner. Green hydrogen is produced mainly by electrolysis of water from renewable electricity. E-fuels are synthetic fuels, produced using electricity from carbon-free sources. In a statement, the four organizations say Hy2gen will use this capital to build facilities “in multiple geographies, including Europe.” These facilities will pr...