Geopolitical Investment Strategies
Marlene discusses the unpredictable nature of geopolitical risks and their impact on energy markets, particularly in light of the Ukraine conflict. She highlights the evolution of Canadian pension funds, noting their shift away from home bias and increased global diversification. Additionally, she emphasizes the critical role of currency hedging for smaller nations in contrast to larger markets like the US.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
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