Ontario Teachers' CEO Says Investing in China Is 'Absolutely Necessary'

The video discusses the significance of active management in both private and public markets, highlighting the potential for alpha generation. It explores the challenges and opportunities in quantitative strategies, emphasizing the importance of selecting the right managers. The global investment strategy is outlined, focusing on diversification and partnerships. Investment opportunities in Canada, Europe, China, and Brazil are examined, considering political risks and long-term perspectives. The video concludes with insights into the competitive landscape and the importance of local partnerships.

What is the significance of active management in the current investment landscape?

How do private equity and real estate contribute to the return profile in active management?

What challenges do quantitative strategies face in volatile markets?

How has the global expansion of investment strategies affected competition for assets?

What types of asset classes are being explored in Europe according to the text?

What is the long-term perspective on investing in China despite political skirmishes?

How does the Brazilian government's privatization plan present opportunities for investment?