FRR won’t add risk, ending trend
The $41 billion French pension reserve fund had upped the return-seeking proportion of its portfolio every year since 2010 but inflation fears and expensive equities have halted the streak.
A string of individually defensible US regulatory changes made since 2025 is weakening both the private and official checks on risk-taking, according to Stanford University Hoover Institution senior fellow Ross Levine, who warns the combination is raising the risk of a future financial crisis.
The $41 billion French pension reserve fund had upped the return-seeking proportion of its portfolio every year since 2010 but inflation fears and expensive equities have halted the streak.
OPTrust Labs will allow the Canadian pension fund’s research and development unit to take risks and fail so it can nurture new ideas and technology. It’s about “unleashing human activity”.
Passive Aggressive – the world of index investing is in flux as ESG integration into passive is on course to become the norm for new mandates.
FIS 2026 at Stanford University