Ed Cass on the state of markets and CPP Investments’ evolution

Our Senior Managing Director & Chief Investment Officer recently spoke with the Insights Institute about the investing landscape. In the interview, Ed Cass said he thinks we’re in a healthier environment now than what investors experienced over the last 10 years when interest rates were close to zero as central banks tried to stimulate the economy. “That’s not a great starting point … fast forward to where we are right now: real rates are positive. That’s a better starting point for putting money into the market,” he said. Ed also shared his thoughts on what could happen in markets if the recession that’s been talked about for months doesn’t materialize. Watch the playback, which includes insights about CPP Investments’ approach to the entire investment life cycle and how climate change is being accounted for in portfolio construction. 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. Thanks for subscribing to CPP Investments Sign up for our latest news, insights, reports and other information about CPP Investments Email address * Please enter valid email id Job title Select Job Title Associate Analyst Consultant advisor Manager/supervisor Government official/regulator General manager/director Board director Chairman/board member VP/SVP/EVP President Partner/Owner/Entrepreneur Parent/guardian C-level other Chief Human Resources Officer Chief Marketing Officer Chief Financial Officer Chief Sustainability Officer Chief Digital Officer Chief Technology Officer Chief Operating Officer Educator/professor Student Editor/reporter Other Organization How did you hear about CPP Investments? Select Source CPP Investments alumni CPP Investments employee or board member CPP Investments portfolio company Online search (e.g. Google) Social media Other What news would you like to receive? * News and updates from CPP Investments Latest news from the Insights Institute Consent * By checking here, you are subscribing to receive our newsletters and other similar types of insights and reports by email, and permit CPP Investments to use cookies and similar technologies to analyze your interactions with our emails. Unsubscribe at any time by clicking the link in the newsletter’s footer. Visit our Privacy Policy for more information. Questions or concerns? Contact us. An error has occurred. Please try again later. Next Our Expertise CPP Investments’ global perspectives Experts from around the world discuss their outlook and investing opportunities in a series of Q&As. Article • March 3, 2023 Climate Change Why our Chief Sustainability Officer sees ‘reason to be excited’ about Richard Manley provides an update on uptake of our Abatement Capacity Assessment Framework and the outlook for decarbonization. Article • March 3, 2023 CEO Perspective Rest assured, Canada Pension Plan is resilient despite today’s choppy President & CEO John Graham explains in a Financial Post op-ed how CPP Investments’ resilience should reassure Canadians. Article • December 8, 2022