In this episode of School of Thought, Ontario Teachers’ President & CEO Jo Taylor sits down with Katie Martin, Financial Times Markets Columnist and co-host of the Unhedged podcast. Drawing on more than two decades covering global markets, Martin shares what she has learned from speaking with investors, business leaders, and policymakers through periods of change and uncertainty. The conversation explores how investors are responding to mixed signals across equity, bond, and energy markets. Martin discusses market resilience, opportunities emerging from the energy transition, and how AI is reshaping industries, portfolios, and investment decisions. They also examine the implications of inflation, geopolitics, and shifting global alliances. Throughout, she emphasizes the value of listening broadly but critically, the different quality of insight afforded by money managers with “skin in the game”, and what it means to strike a balance between being curious, critical but not too cynical. Want to learn more about Ontario Teachers’? Visit: www.otpp.com Follow Ontario Teachers’ on LinkedIn __________ Podcast Disclaimer The information provided in this podcast is for general informational purposes only and is not intended to address any individual circumstances. The information does not constitute any form of recommendation, representation, endorsement, or approval, nor does it constitute an offer to sell or a solicitation of an offer to purchase any investment, fund, or other product or service. It is also not intended to provide, or be a substitute for, any form of advice (financial, legal, investment, tax, or otherwise) and should not be relied upon as a basis for making, or refraining from making, any specific investment or other decision. Listeners are encouraged to seek independent professional advice where appropriate. OTPP makes no representations or warranties regarding the accuracy, completeness, timeliness, or applicability of the content. Any reliance on the information provided is at the listener’s own risk. The views and opinions expressed by guest speakers are their own as of the date of publications and may not reflect those of [OTPP]. Guests may have positions in the investments or topics discussed. For more information about [OTPP and the Ontario Teachers’ Pension Plan], please refer to www.otpp.com
