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. Participants Judy Wade Managing Director, Head of Global Partnerships & San Francisco Office Head; Advisor & Working Group Co-Lead, CPP Investments Insights Institute Read summary Geoffrey Rubin Senior Managing Director & Chief Investment Strategist; Advisor, CPP Investments Insights Institute Read summary Jimmy Phua Managing Director, Head of Real Estate Asia Pacific Read summary Derek Jackson Managing Director, Head of European Credit Read summary Karen Sihra Managing Director, Equity, Diversity & Inclusion; Advisor & Member, CPP Investments Insights Institute Read summary Priti Singh Senior Managing Director & Global Head of Capital Markets & Factor Investing; Advisor, CPP Investments Insights Institute Read summary Sujeet Govindaraju Managing Director, India Office Head Read summary Summary Judy Wade 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. We should be accelerating technologies and funding companies that are really solving the world's hardest problems. View full Q&A Geoffrey Rubin 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. These are moments when strong portfolio diversification is really important. View full Q&A Jimmy Phua 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. Tech disruption has changed nearly every sector of the real estate market; it’s evolving and it is a key evaluation criteria for us when we look at new investments. View full Q&A Derek Jackson 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. We see an opportunity over the next few years to utilize our balance sheet to bring solutions that help solve problems for borrowers. View full Q&A Karen Sihra 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. …I am optimistic because the EDI work instead continues to thrive — to me, that’s a sign organizations see EDI’s value to the bottom line. View full Q&A Priti Singh 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. You cannot react on a day-to-day basis. Simply put: that’s not who we are. People talk a lot about diversification, but it is so important. View full Q&A Sujeet Govindaraju 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. From what we have gathered, especially post-COVID, there’s a very bullish outlook. View full Q&A 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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