Jo Taylor, CEO of the $255-billion Ontario Teachers’ Pension Plan, said he is actively eyeing the continent for investment opportunities, including “active private markets” such as debt, private equity and infrastructure. “I’m a great believer in going to hunt where the others don’t want to tread,” he said. (Bloomberg)
Talking point: Taylor’s remarks, made on the sidelines of the World Economic Forum in Davos, Switzerland, come as the OTPP has pumped sizable investments into U.S. assets in recent years. Yet, as the Trump administration emphasizes its America-first priorities as it seeks to bolster domestic industry, U.S. investors appear to be following suit. “A lot of the Americans at the moment are actually saying, ‘I only want to be in the U.S.,’” Taylor said. “To me, that’s great news—I’ll just fill my boots in Europe.”