MONDAY MINUTE CHAT SERIES

START YOUR WEEK OFF WITH THE BEST IN INVESTMENT INSIGHTS
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Monday Minute Chats are available to senior decision-makers within Canadian pension funds who are currently subscribed to the CLC Newsletter.
Access to the Monday Minute provides you the link to view at your leisure or share with your team.
The Canadian Leadership Congress invites you to join us and your peers for a series of 30‑minute quick hit sessions.

Monday Minute

WHEN
Select Mondays
12:00 PM EST

WHO
For pension fund CEOs, CIOs, and senior decision‑makers

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FEATURED MONDAY MINUTES

➤ July 7, 2025 – End of US Exceptionalism and Europe’s reawakening - an epic turnaround or a dead-cat bounce?

European equities have re-rated against US peers by the most in five decades over the past three months and for five good reasons. This Monday Minute will delve into the reasons behind this and why we think that European equities will continue to outperform their US peers over the next 5 years. The gap between Europe and US will be significantly reduced – and this ultimately means a period of European outperformance. The “tariff war” has not changed our long-term view of Europe. We think the tariffs will either be reversed or will damage the US more than its trading partners.

Pictet Asset Management  |  July 7, 2025  |  12:00 PM EST 

HOW TO REGISTER
Click on the session title links for Upcoming Monday Minutes above to register for what's coming next or sign up to our newsletter today for access to all future Monday Minutes Chats.

PAST MONDAY MINUTES

Global Real Estate: Adjusting to the New Normal
The Future of Private Credit Featuring John Sherman – Portfolio Manager, Polen Capital and Sriram Vedula – Director, Private Debt, BCI
Global Real Estate: Adjusting to the New Normal
Breaking Down (And Building Back Up) Your Fixed Income Allocation Featuring Aaron Young – Client Portfolio Manager, CIBC Asset Management and Andrew Michalak – Director, Funding, Liquidity and Trading, Total Portfolio Management, OPTrust
Global Real Estate: Adjusting to the New Normal
Global Economic Outlook for 2024 and Beyond featuring Johanna Kyrklund Group Chief Investment Officer, Schroders, and James Davis, Chief Investment Officer, OPTrust
Global Real Estate: Adjusting to the New Normal
Global Credit Opportunities and the New Normal featuring Karl Dasher, President of Polen Capital, and David Scudellari, Senior Executive Managing Director, Head of International Investment, AIMCo
Global Real Estate: Adjusting to the New Normal
Global Real Estate: Adjusting to the New Normal, featuring Thomas Au of Invesco
Data, Transformation, and the Future of Pension Funds
Data, Transformation, and the Future of Pension Funds, featuring Darcie James Maxwell of CIBC Mellon/BNY Mellon and Tristan Robinson of OMERS
Decarbonization and the Future of Global Infrastructure
The Future of Energy in a Net Zero World, featuring Deirdre Cooper of Ninety One
Decarbonization and the Future of Global Infrastructure
Decarbonization and the Future of Global Infrastructure, featuring Shane Hurst of ClearBridge Investments, a Franklin Templeton company
Emerging Markets and ESG: Challenges and Opportunities
Emerging Markets and ESG: Challenges and Opportunities, featuring Susan Gim of Martin Currie, a Franklin Templeton company
Direct Lending and the Hunt for Yield
Direct Lending and the Hunt for Yield, featuring Scott Baskind and Ronald Kantowitz of Invesco
2022 ESG Outlook: The Rise of “Improver” Companies
2022 ESG Outlook: The Rise of “Improver” Companies, featuring Mary Jane McQuillen of ClearBridge Investments, a Franklin Templeton company
https://leadershipcongress.ca/monday-minute-chat-series-2022-01-17/
2022 Outlook: New Year, New Reality, featuring Johanna Kyrklund of Schroders
The State of Infrastructure Investing in Canada
The State of Infrastructure Investing in Canada, featuring Ehren Cory of Canada Infrastructure Bank
How Can Canadian Pension Funds Build Sustainable Portfolios?
How Can Canadian Pension Funds Build Sustainable Portfolios?, featuring Katharine Preston of OMERS and Vishal Bane of AGF Investments
The $94 Trillion Global Infrastructure Opportunity
The $94 Trillion Global Infrastructure Opportunity, featuring Chantale Pelletier of Schroders
The Secular Bond Bear is Coming—Are You Ready for It?
The Secular Bond Bear is Coming—Are You Ready for It?, featuring David Stonehouse of AGF Investments, and Rainer Kaufmann of OPTrust
The Future of Private Credit Post‑COVID
The Future of Private Credit Post‑COVID, featuring Ryan Dunfield of SAF Group
Addressing Climate Change in Canadian Pension Portfolios
Addressing Climate Change in Canadian Pension Portfolios, featuring Deborah Ng of OTPP, and Chris Goolgasian of Wellington Management
Why Absolute Return Strategies Are More Important Than Ever
Why Absolute Return Strategies Are More Important Than Ever, featuring Brian D. Singer of William Blair, and Derek Brodersen of ATRF
Why Asset Owners Should Invest in Healthcare Innovation
Why Asset Owners Should Invest in Healthcare Innovation, featuring Rose Nguyen of Baillie Gifford
2021 Investment Outlook
2021 Investment Outlook, featuring Johanna Kyrklund of Schroder Investment Management

Miss out a previous Monday Minute Chat? Catch up below!

Monday Minute Archive

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