James Bryce, Canada Pension Plan Investment Board’s head of infrastructure, told the Financial Times that investing in private funds can give both the pension and fund managers access to increasingly large transactions that may be difficult to pursue on their own. (Financial Times)

Talking point: CPP Investments disclosed in its fiscal first quarter of 2027 that it committed US$1 billion to a Blackstone private credit fund, up to US$1 billion to acquire auto loans from Global Lending Services and US$1.75 billion to EQT’s AI-infrastructure strategy. In the first quarter of fiscal 2026, it also committed US$750 million to KKR Global Infrastructure Investors. The pension still expects to make most of its infrastructure investments directly. But CEO John Graham told the FT the market has changed significantly over the past five years, as infrastructure funds have grown large enough for the pension to deploy billions without dominating individual vehicles.

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