No Safe Haven Alternative to the US: CPP Investments

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CPP Investments' CEO John Graham stated that despite market volatility and geopolitical uncertainty, the US remains the only safe haven for investors, with no strong alternative options available. The fund is underweight in US AI but seeks opportunities in large-scale infrastructure and remains committed to private equity. Graham shared his insights in a recent interview on Bloomberg.

Market Impact

Market impact analysis based on bullish sentiment with 73% confidence.

Sentiment
Bullish
AI Confidence
73%

Article Context

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Recent market volatility and geopolitical uncertainty have raised questions about the US' status as a safe haven. But there are still no strong alternative 'safe harbours', says John Graham, President and CEO of CPP Investments, Canada's largest pension fund. Graham says the fund is underweight AI in the US, but seeking more opportunities in large-scale infrastructure. It also remains committed to private equity. He spoke with Francine Lacqua on 'Bloomberg: The Pulse'. (Source: Bloomberg)

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Original article published by Bloomberg on December 10, 2025.
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