The committee approved an annual request to authorize the investment officer to use repurchase and reverse‑repurchase agreements for terms longer than 90 days under Minnesota statute, with a self‑imposed internal limit set at 120% of prior‑year cash balances; staff said the county portfolio is fixed‑income and short duration.

KPERS staff reviewed prior pension-obligation bond issuances (2004, 2015, 2021), the financing sources for debt service and the net position to the state; officials said investment earnings have outpaced bond interest rates to date, producing a cumulative positive effect.

At a public hearing on the Financial Integrity Rating System of Texas (FIRST), officials said Boerne ISD scored 98/100, retaining an A rating. The CFO reported investment income and a projected $22.6M savings from a 2026 refunding tied to the callable 2017 series; board later approved monthly financial reports, donations and budget amendments.

City staff presented an economic‑development proposal for Beacon Modular projecting a $30 million capital investment, at least 600 jobs averaging $91,000, and minimum taxable sales used to scale a proposed EDIF grant up to $500,000 over five years; staff said the council will consider the agreement on Nov. 10.

Treasurer Chris Lawson told the finance committee the county has collected about $84 million in interest income over nearly four years and holds about $312 million in bonds; he warned of an upcoming accrual adjustment that will show an unrealized loss but said cash receipts and holding bonds to maturity protect the county.

Canadian equities present a compelling investment opportunity for investors seeking exposure to long-term global economic trends, according to Beneva's Andrew Gardiner. The senior regional sales director emphasizes that while Canadian stocks haven't matched the returns of major global AI companies, they've delivered strong performance and should remain a foundational part of investment portfolios. Gardiner advocates for a 'barbell' strategy that combines established Canadian companies with high barriers to entry - such as banks, insurance firms, and infrastructure providers that offer steady dividends - with more growth-oriented smaller companies. This approach provides both stability through dividend-paying large caps and exposure to Canada's under-owned small-cap market, which includes established companies in energy, materials, and industrial sectors rather than just early-stage startups. The Canadian small-cap universe, Gardiner notes, features businesses with long operating histories, dividend payments, and consistent earnings growth that often attract less investor attention than larger counterparts. Beneva has introduced two new Canadian equity funds - the Canadian Dividend Growth Fund and Canadian Small-Cap Fund - designed to complement broader portfolios. These funds operate within Beneva's Investment Account platform, which offers tax-sheltered registered plans with a 100% death benefit guarantee on contributions before age 75, without additional insurance costs. The platform provides actively managed, diversified exposure to quality Canadian companies that benefit from long-term trends in AI infrastructure, energy, and materials demand. Gardiner concludes that this approach delivers 'a made in Canada deal' that combines strategic investment opportunities with risk mitigation through contractual guarantees, making it particularly appealing for Canadian investors seeking both growth and security in their portfolios.

Investment adviser Julian told the Providence Board of Investment Commissioners that the employee retirement system returned 8.2% year to date but lost 1.9% in September; bond yields and inflation drove fixed-income losses, and the fund's market value was reported near 677.3 million (currency not specified).

KPERS Chief Investment Officer Bruce Fink told the committee the system beat the 7% actuarial assumption with a fiscal-year total return of 14.2% but trailed its policy benchmark; the board is pursuing an asset-liability study and has phased interim targets after the 2024 alternatives cap increase.

The article presents Bob Farrell's Ten Market Rules to Remember, originally developed by the legendary Merrill Lynch technical strategist, which have been adapted and expanded by David Rosenberg in his book 'Bear in the Bullring: How Independent Thinking Protects Your Money & Improves Your Life.' These rules provide a framework for understanding market behavior and avoiding common pitfalls. Rule #1 emphasizes that markets tend to return to the mean over time, with metrics like price-to-earnings ratios and dividend yields being crucial for investors. Rule #2 highlights that excesses in one direction lead to opposite excesses, citing historical examples like oil prices and housing bubbles. Rule #3 states there are no new eras, as excesses are never permanent, debunking notions like 'new economy' or 'peak oil' thinking. Rule #4 explains that rapidly rising or falling markets often go further than expected but do not correct sideways, referencing the 2000-2002 tech bubble and the 2008 oil price surge. Rule #5 notes that the public typically buys at market tops and sells at bottoms, reflecting human nature. Rule #6 underscores that fear and greed often override long-term investment resolve, particularly evident in the dominance of the 'Magnificent Seven' stocks today. Rule #7 states markets are strongest when broad and weakest when narrow, as seen in the 2000 tech bubble and current market concentration. Rule #8 describes bear markets as having three stages: sharp decline, reflexive rebound, and a drawn-out fundamental downtrend. Rule #9 advises that when all experts agree, something different will happen, highlighting the importance of contrarian thinking. Rule #10 humorously notes that bull markets are more fun than bear markets. Rosenberg concludes that with current market valuations reflecting high earnings growth expectations, a conservative investment strategy remains prudent, and he continues to follow Farrell's rules as a guide. The book's proceeds support medical research organizations.

Investment manager CS McKee told the pension board the fund’s market value stood at $268,000,000 through the end of June and that the firm has repositioned the portfolio for a 'higher for longer' inflation and interest-rate environment, including an overweight to energy and a split of its large-cap sleeve.

After a detailed presentation of mechanics and historical results, the Santiam Canyon SD 129J board approved a resolution authorizing participation in a PERS side‑account (pension bond program). Staff described potential savings and noted guardrails such as only acting if the financing interest curve (TIC) drops below 5%.

WellSpire presented the quarterly investment report: year‑to‑date returns of about 9.2% and a fiscal‑year return of 19.6%, with a quarterly net investment loss driven by rising interest rates and bond price declines.

Harbor Capital stands out with its unconventional strategy—uniting deep research, global perspective, and personal skin in the game. Their story is less about chasing trends and more about calculated risk-taking, partnerships, and a drive for long-term value. If you want a glimpse at how the pros mix pragmatism with a touch of daring, Harbor is a case study worth following.

Facing capital costs and tenant turnover, the board approved staff's recommendation to dispose of an 8.12‑acre Harmony Road commercial parcel in Larimer County and direct proceeds toward a triple‑net reinvestment strategy. Motion carried 5‑0.

Witnesses told PURA that using current treasury yields plus expected spreads could imply a ~5.65% coupon for a June 2027 issuance and estimated a 3–4 month lead time from final order to closing (including SEC registration, rating‑agency work and a 45‑day appeal period).

Marquette Associates recommended the committee move toward 'Option C,' which raises infrastructure and adds private debt to replace winding-down private equity and real estate; the presenter said C offers the best downside protection in stress tests and asked the committee for direction to draft a new policy statement.

Council questioned why funds authorized in a 2019 resolution were not transferred into the Georgia Fund 1 investment pool. The city's finance adviser said the difference in interest rates cost the city approximately $668,000 in forgone earnings; staff said the transfer process is underway.

Economic development staff presented a prospective investment by Kingwon Electronics (KYEC) through a Texas subsidiary proposing at least $1.3 billion in capital investment, 630 jobs averaging $80,000 and a recommended 10-year, 65% tax abatement to be considered at the Oct. 27 council meeting.