Wednesday, May 5th, 2021 A biweekly topical newsletter from CIO Global Investing A newsletter for institutional investors, spotlighting news and considerations for the economy at large. ESG How to Build Sustainability into Your China Allocation  A total portfolio approach is better than a strategic asset allocation, according to consultants at Willis Towers Watson. Alternatives CPPIB to Invest in French Real Estate Credit The Canadian allocator has placed a $222.5 million bet on commercial real estate properties. Alternatives Cryptocurrencies Still a Speculator’s Game, Warns S&P Global But central bank digital currencies could disrupt the banking industry’s business model. In-Focus How to Invest in Growth Leader China and Promising Distant Rival India CPPIB and CalSTRS are among the many institutions that have put money into the expanding Asian economic powers. Asset Allocation Norway Pension Giant Asked to Shed 25% to 30% of Companies from Index Finance Ministry calls for the Government Pension Fund Global to drop up to 2,200 equity investments. Market Moves Maybe Those 3 Delisted Chinese Stocks Will Be Reinstated After All Kicked off the NYSE under Trump, the companies could get a second chance under Biden, a Schwab strategist says. Asset Allocation Denmark’s ATP Loses $200 Million from Bond Exposure The pension giant’s misstep came from increased sensitivity to interest rates.  Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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