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Canada places $1.9 trillion pension pool at heart of global capital pitch

Canada places $1.9 trillion pension pool at heart of global capital pitch

Canada will pitch the partnership with its mammoth pension pool as a key drawcard for global capital to invest in the nation, with Prime Minister Mark Carney set to host top brass from asset management giants at the inaugural Canada Investment Summit this week in the hopes of turning the country’s institutional maturity into an investment advantage.

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Why a successful transition to a low energy world is likely within 20 years

The world is shifting from a regime where climate change is viewed as a shared burden or a hot potato, to one where it is a “business opportunity that everyone should be scrambling to make money from,” according to Oxford Professor J. Doyne Farmer, citing probabilistic assessments by his team.

Net zero targets drift out of reach but dynamic change is still possible

Net zero emission targets may cover most of the global economy, but the world is not going to deliver on its net zero promises, warned Oxford University’s Cameron Hepburn, speaking at Sustainability in Practice.

Abundant opportunities in dynamic, decentralised energy generation

The world is shifting from having very few centralised power stations feeding electricity into the grid, to a more dynamic market with abundant opportunities for investors, according to Alex Brierley, co-head, Octopus Energy Generation.

How to rewrite Modern Portfolio Theory to integrate climate risk

When it comes to climate risk, traditional scenario analysis leaves investors with more questions than answers and omits uncertainty around physical risk and the interaction between physical risk, inflation and tipping points. Investors need to abandon modern portfolio theory and find a new approach that focuses on short-term scenarios.

What the new global labour market really means for investors

As western economies grapple with demographic shifts and labour mismatches, a new set of opportunities and risks have appeared for investors. PGIM thematic research group director Jakob Wilhelmus outlines what they should look out for in this new world order.

Impact investors, be wary of labeled bonds

Clarity around capital allocation and defined investment frameworks have made labeled bonds a lucrative opportunity for many impact investors. However, Oyin Oduya, impact measurement and management practice leader at the $1 trillion Wellington Management said the reality is not that straightforward.

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