Monday Minute


Global Economic Outlook for 2024 and Beyond


January 29, 2024 | 12:00 PM, EST (Part One)
February 5, 2024 | 12:00 PM, EST (Part Two)

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In the coming years, the transformative forces that have been reshaping the global economy look set to intensify, in particular growing geopolitical dislocation, rapid innovation in technology and the push to decarbonize the global economy. In our first Monday Minute Chat of 2024, Schroders’ Johanna Kyrklund and OPTrust’s James Davis discuss what’s in store for 2024 and how asset owners should respond to what looks to be months of continuous change and volatility. 

Johanna Kyrklund

Johanna Kyrklund
Group Chief Investment Officer

About Johanna
James Davis

James Davis
Chief Investment Officer

About James
The Future of Energy in a Net Zero World
October 24, 2022 | 12:00 PM, EDT
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While the global energy transition has given rise to new technologies and sectors focused on carbon reduction, it has also created a good deal of uncertainty for investors, particularly in countries like Canada where the energy industry plays a significant economic role. In this Monday Minute, we will look at the role policy can have in supporting the sectors and technologies that will help the world achieve Net Zero. We also dig into the data and how investors can identify real gamechangers — and avoid greenwashing.
Listed Infrastructure Offers Breadth and Liquidity
Deirdre Cooper
Deirdre Cooper
Head of Sustainable Equity
Ninety One
About Deirdre



Monday Minute Chats are available to senior decision-makers within Canadian pension funds who are currently subscribed to the CLC Newsletter.
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Johanna Kyrklund

Group Chief Investment Officer  |  Schroders

Johanna Kyrklund is Co-Head of Investment & Group Chief Investment Officer at Schroders, she oversees investment performance, philosophy and process for all asset classes (excluding private assets). She is responsible for investments on behalf of Multi-Asset clients globally and is the lead portfolio manager of the Schroder Diversified Growth Strategy. She joined Schroders in 2007 and is based in London. 

Johanna was Fund Manager at Insight Investment from 2005 to 2007, which involved managing an unconstrained global macro absolute return fund. 

She was Head of Asset Allocation at Deutsche Asset Management from 1997 to 2005, which involved managing asset allocation in the UK and fund manager of the Deutsche tactical asset allocation fund. 

Johanna is a member of the Schroders Group Management Committee which oversees the development and delivery of Schroders’ overall business strategy. Johanna chairs the Global Asset Allocation Committee and is a member of the Christ Church Investment Committee and Railpen Investment Board. 

Qualifications: CFA Charterholder; BA in Philosophy, Politics & Economics from Oxford University.

James Davis

Chief Investment Officer  |  OPTrust

James C. Davis is Chief Investment Officer of OPTrust, one of Canada’s largest pension funds with net assets of almost $25 billion and investment professionals in Toronto, London and Sydney.  

James joined OPTrust in 2015. He leads the organization’s investment strategy and oversees its diversified portfolio spanning the globe with capital market, private equity, infrastructure, and real estate assets in North America, Europe, Developed Asia and emerging markets.

James has more than 30 years of strategic investment planning, risk management and leadership experience. Prior to joining OPTrust, he held the role of Vice President, Strategy & Asset Mix and Chief Economist at Ontario Teachers’ Pension Plan.

James’ is passionate about retirement income security and his areas of interest include investment strategy and portfolio design, global macro and systematic investing, private market value creation, liability-driven investing, responsible investing and investment team culture.

James has also served as the President of FuturesTrend Capital Corporation in Prince Edward Island and Vice President & Head, Global Fixed Income & Currencies at RBC Global Investment Management in Toronto. Before embarking on a career in investments, he worked as a Meteorologist with Environment Canada.

In addition to degrees in Mathematics and Meteorology, James holds an MBA in Finance from Dalhousie University and is a CFA charterholder.

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