Amidst the vast investment demands of UK infrastructure, the widening gap between supply and demand is starkest in green energy and power where the government has set ambitious 2030 decarbonization targets.
Edwin Cass: Why CPPIB cut back on emerging markets
CIO of CPP Edwin Cass explains why the opportunity to diversify and generate alpha in emerging markets because of inefficiencies is narrowing. The investor is also looking at the impact of deglobalisation and regional trading blocs in sectors and assets within the countries it invests in.
