Quebec Pension’s Emond Says Inflation to ‘Remain Transitory’

The video discusses the impact of inflation on economic growth and investment strategies, emphasizing the need to adapt portfolios to manage risks. It covers investment in technology, focusing on B2B SaaS companies, and the importance of managing duration and interest rate risks. The video also explores ESG investing, the energy transition, and the potential returns from renewable energy investments.

What is the expected inflation rate in the US according to the forecast?

• 1.5%

• 2.9%

• 3.5%

• 4.0%

Which type of companies are highlighted as fitting well with the investment risk profile in the tech sector?

• B2C e-commerce

• Social media platforms

• Hardware manufacturing

• B2B software as a service

What is the current positioning of the fixed income portfolio?

• Long duration

• Variable duration

• Medium duration

• Short duration

What is a significant challenge for investors in the energy transition?

• High volatility in oil prices

• Balancing legacy and new energy investments

• Limited technological advancements

• Lack of government support

What percentage of the portfolio is represented by zero emission assets?

• 15%

• 10%

• 20%

• 5%

What is the target for reducing carbon intensity by 2025?

• 15%

• 25%

• 35%

• 45%

What is a potential risk of high ESG values in certain sectors?

• Creation of a market bubble

• Increased competition

• Decreased investor interest

• Regulatory challenges