The sovereign investor is doubling down on infrastructure, AI and energy security, choosing to build a portfolio capable of withstanding global shocks over chasing linear decarbonisation targets.
Seeking to avoid the concentration risks of mature markets, institutions are building globally diversified portfolios to capitalise on the infrastructure required to support cloud migration and AI expansion across growth economies.
As artificial intelligence accelerates demand for energy, infrastructure and digital capacity, investors are increasingly viewing climate resilience and energy security as integral to capturing the next generation of sustainable growth opportunities.
As climate investing shifts into a more fragmented global landscape, resilience, energy security, and structural transition risks are redefining how long-term capital is deployed.
Not enough attention is being paid to climate risk and obsolescence in the property sector, even as long-term investors treat it as a core issue for underwriting and portfolio monitoring.
With $52 billion already deployed across Asia, the region is emerging as a cornerstone of the Canadian pension manager's global decarbonisation strategy.
Major oil companies are backsliding on their net zero and energy transition pledges, making it difficult for investors who think engagement is better than divestment.
The new UN oceans treaty will help create an environment for the development of blue bonds and other nature-based investment vehicles, opening the floodgate to large investors.
Investors are broadening clean energy commitments as digital growth, energy security, and yield pressures reshape allocations, with new allocator channels demanding both impact and financial returns.