Canada leads global investor confidence, but scale gap remains: CPP report
Energy followed at 43 per cent, technology and semiconductors at 42 per cent, and defence at 35 per cent. The report notes that investors are increasingly treating these sectors as interconnected – data centres need reliable electricity, electricity grids require critical minerals, and all of it depends on permitting and financing frameworks.
“Global capital is looking for opportunity, but opportunity alone does not make a market investible,” said Naomi Powell, Director of the Insights Institute at CPP Investments. “Trust and predictable rules build confidence, but capital ultimately moves to opportunities with sufficient scale, profitable structures and a credible path to execution.”
Where Canada stands
Among eight major developed markets assessed in the companion Canada-focused report, Canada posted the strongest investor retention profile of any country surveyed.
Some 94 per cent of respondents said they expect to maintain or increase their Canadian exposure over the next three years. That figure placed Canada well ahead of Japan at 82 per cent and the United States at 77 per cent, according to the CPP Investments research.
Canada’s advantages are well established: policy stability, openness to foreign capital and a regulatory environment that institutional investors regard as predictable.
