Cashflows and risk management drive PSP Investments
The risk of a deficit is a key driver in the management of PSP Investments as it looks to build resilience and cashflows in its portfolio. Amanda White spoke to CIO Eduard van Gelderen.
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HOOPP eyes bonds as source of incredible return once again
Given current levels in real interest rates, real return bonds (namely Canadian government bonds and US Tips) represent an 'incredible' return compared to the underlying risk, Canada's HOOPP plans to build on its exposure.
Alaska grows wary of private equity
Alaska's CIO Marcus Frampton explains why he's keen to pare back private equity. Writing smaller cheques comes with consequences but he'd rather get the right portfolio exposures ahead. Absolute return and RE become a focus.
OECD flags enduring obstacles to illiquid investment
A recent OECD report argues that pension funds have a vital role to play in helping finance the COVID recovery in areas like infrastructure and SME investment. Yet it also warns of pension funds’ limitations when it comes to investing in illiquid assets, and the risks.
Investors talk inflation strategies
Three leading investors from around the world - USS from the UK, IMCO from Canada and APG from The Netherlands – discuss the importance of modelling and their strategies for investing in an inflationary environment, including allocating to inflation linked emerging debt and infrastructure.
Decarbonizing infrastructure requires public private partnership
Panellists speaking at Sustainability in Practice discuss the need for public and private investment to work together to decarbonize infrastructure
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