CPPIB Pleased With Fiscal-Year Performance, CEO Machin Says

The video discusses the impact of the pandemic on investment portfolios, highlighting the challenges and opportunities it presents. It covers the effects on various sectors, such as travel and e-commerce, and the anticipated future returns in a low-interest-rate environment. The discussion also touches on real estate trends, remote work, and geopolitical tensions affecting investment strategies in Asia.

What factors contribute to the varying performance of different asset classes during the pandemic?

How might the demand for office space change post-pandemic?

What are the implications of the tensions between China and the US for investment strategies?