Canada

While this week’s spike in copper prices may have grabbed headlines, veteran mining executive Ernest Mast, based in Toronto, believes it signals something deeper: a market entering a structural phase shift, complicated by geopolitics, policy, and supply-side inertia.

While Canadian and Australian pension funds are set to increase their investments in infrastructure assets in the years ahead, their European counterparts are slow to recognize the benefits of this asset class, potentially missing out on additional returns they could achieve for their clients.