Canada has won the trust of global capital, but still lacks enough large, bankable projects to absorb it, according to two new Canada Pension Plan Investment Board research papers released ahead of the Sept. 14-15 Canada Investment Summit, which the pension fund is co-hosting. (The Logic)

Talking point: A survey of 65 institutional investors representing US$47 trillion found 94 per cent expect to maintain or increase their Canadian exposure in the next three years, while 30 per cent of global pension funds named Canada their top market for increased deployment. The problem is converting that interest into deals. “Trust alone does not move capital,” says one of the reports. Investors identified the scale and depth of investable opportunities as Canada’s “greatest weakness,” calling for larger projects, infrastructure pipelines, government partnerships, risk-sharing and less red tape. The gaps are widest in sectors Canada is trying to promote: 67 per cent of investors attracted to Canadian digital and AI infrastructure cited insufficient investment opportunities, while energy investors flagged risk-return, policy uncertainty and regulatory fragmentation. Canadian pension funds remain an advantage, according to the CPP Investments reports, with the country ranking second only to the U.S. for access to sophisticated local investment partners.

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