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.

How does the speaker suggest managing duration risk in a higher rate inflationary environment?

What strategies does the speaker propose for investing in the energy transition?

What are the expected return profiles for renewable investments compared to traditional energy sectors?