Investors faced a complicated and uncertain outlook when the calendar turned to 2023. While central banks were making progress in their fight against historically high inflation rates, their rate hikes and Russia’s war against Ukraine were resulting in a slowing economy and persistent concern about a recession. To better understand the landscape, subject-matter experts from across CPP investments shared their perspectives to shed light on how the Fund plans to continue to grow and safeguard the money of the Canada Pension Plan.
Managing Director, Head of Global Partnerships & San Francisco Office Head; Advisor & Working Group Co-Lead, CPP Investments Insights Institute
For all the promise that artificial intelligence and other rapidly-evolving technologies offer the world, the downside risks can’t be ignored, Judy says. In this conversation, she explains how investors play a central role in shaping technology’s impact by deciding where to allocate capital, and talks about what excites her most in the world of innovation.
Senior Managing Director & Chief Investment Strategist; Advisor, CPP Investments Insights Institute
Geoffrey says conviction will be key for investors as recession fears hang over the market. He explains how CPP Investments’ statutory mandate is the basis for a set of convictions and beliefs that will allow it to stand tall when, as he puts it, the winds are blowing hard.
Managing Director, Head of Real Estate Asia Pacific
The China-plus-one policy that’s shaking up global supply chains has prompted a new wave of investor interest in Southeast Asia’s real estate market, Jimmy points out. He discusses how CPP Investments is positioned for that trend, where it’s seeking new opportunities and how disruptive technologies and climate change are affecting the outlook.
Managing Director, Head of European Credit
Inflation and rate hikes by central banks are having an impact on the credit market and corporate credit quality, Derek says. Nonetheless, he explains in this Q&A why his team has “generally been pleased” with how the companies it invests in have fared, and comments on opportunities that exist for a long-term investor.
Managing Director, Equity, Diversity & Inclusion; Advisor & Member, CPP Investments Insights Institute
As Karen points out, Equity, Diversity & Inclusion was fundamental to CPP Investments before high-profile tragedies that galvanized countless boardroom commitments to bolster inclusivity. Now, she says, there’s reason for hope because organizations are demonstrating a greater willingness to change in ways that allow historically underrepresented groups to prosper.
Senior Managing Director & Global Head of Capital Markets & Factor Investing; Advisor, CPP Investments Insights Institute
Just like most investors, Priti says she’s eager to see how policymakers fare in their attempts to bring inflation back down to target. But she says CPP Investments’ long-term approach means it’s focused more on risk modeling and stress testing its portfolio, rather than getting caught up in day-to-day market swings.
Managing Director, India Office Head
India was recently described by the International Monetary Fund’s Chief Economist as “a bright spot” in a slowing global economy. Sujeet shares on-the-ground perspective about what’s driving the growth and how CPP Investments is positioned in that market.
This article was published with the Insights Institute’s debut quarterly newsletter. If you haven’t already subscribed, sign up to receive all future newsletters and reports from the Insights Institute.
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