The Canadian Shield Institute

Canada buys more in digitally deliverable services from the U.S. than what we sell in autos, steel, aluminum, softwood lumber, potash and electricity. Read our full analysis here: canadianshieldinstitute.ca/updates/cana...

Advertising is the economic engine of the internet, and both Canada and Europe are grappling with the same problem. Now might be the right time to think about ways that we can build sovereign alternatives to American adtech. canadianshieldinstitute.ca/updates/cana...

Like a spooky ghost, intangible assets haunt the economy. Intangibles are the most important factor in shaping the flows of value in the 21st century, and Canada has done a poor job of capturing their strategic importance. So where's is the IP review? canadianshieldinstitute.ca/updates/the-...

Like a spooky ghost, intangible assets haunt the economy. Intangibles are the most important factor in shaping the flows of value in the 21st century, and Canada has done a poor job of capturing their strategic importance. So where's is the IP review? canadianshieldinstitute.ca/updates/the-...

The Live episode of Gloves Off at El Mocambo is up wherever you get your podcasts! We rocked the joint the same way the Rolling Stones, posing as The Cockroaches, did in 1977! www.youtube.com/watch?v=pq0N...

Canada is chasing $1 trillion in new investment. Almost nobody is asking what kind, or who ends up in control. That's the question The National Interest exists to answer. Subscribe: canadianshieldinstitute.ca/newsletter

Canada is chasing $1 trillion in new investment. Almost nobody is asking what kind, or who ends up in control. That's the question The National Interest exists to answer. Subscribe: canadianshieldinstitute.ca/newsletter

We're publishing report cards on Canada's biggest pension funds, looking at how much they invest in Canada. Today we're looking at PSP Investments. Like many of their peers, their track record of investing in Canada is not great, and details are opaque. canadianshieldinstitute.ca/reports/mapl...

"We’re fighting a trade war over steel tariffs and dairy quotas while barely measuring our dependence on the digital systems that make the rest of our economy actually work." Shield Managing Director @vassb.bsky.social in the Globe and Mail. www.theglobeandmail.com/business/com...

Compared to Global Peers, Canadian Pensions Invest Way Less At Home New analysis from Michael Sarbanis. canadianshieldinstitute.ca/updates/comp...

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Our Report Card on the Healthcare of Ontario Pension Plan. HOOPP has the largest share of its assets in Canada, relative to any of the Maple 8 pension funds. However, their investments are heavily skewed towards bonds and real estate. Read here: canadianshieldinstitute.ca/hoopp-report...

We're publishing deep-dive analysis of each Maple 8 pension plan over the next few weeks — looking at how much they invest in Canada, and what kind of assets they're buying. First up: The biggest pension fund in Canada. Read our report card here: canadianshieldinstitute.ca/cppib-report...

This is the crux of the problem! We've seen the big-money press releases from the Maple 8 pension funds, but that money won't really do much to drive homegrown Canadian companies. thelogic.co/news/maple-8...

Overall, Canadian pension funds don't invest much in Canada. But when you dig into the numbers around equity investing — and particularly private equity, which would capture high-growth companies — the numbers are dire. Read the full analysis here: canadianshieldinstitute.ca/updates/cana...

Overall, Canadian pension funds don't invest much in Canada. But when you dig into the numbers around equity investing — and particularly private equity, which would capture high-growth companies — the numbers are dire. Read the full analysis here: canadianshieldinstitute.ca/updates/cana...

Canadian pension funds should be mandated to invest 3 per cent of assets into high-growth Canadian companies. Some of my @canadianshieldinstitute.ca colleagues and I wrote a policy paper on this. canadianshieldinstitute.ca/reports/wort...

Is it too much to ask for Canada's biggest pension funds to invest 3 per cent of assets in real Canadian growth? We don't think so. Today we're publishing a policy paper delving into how our biggest pension funds are actually investing our money. canadianshieldinstitute.ca/reports/wort...

“The EU has done so much over the past few years on digital sovereignty, on reducing their dependency on Big Tech,” Canadian Shield Institute Managing Director @vassb.bsky.social says. “I hope we can borrow from them.” www.bloomberg.com/news/newslet...

There has quietly been a HUGE shift in sentiment about defence industry investment among Canada's capital allocators. Traditionally, Canadian banks didn't lend to military suppliers. Not anymore. canadianshieldinstitute.ca/updates/the-...

If Canada is looking to deepen ties with the EU, does that mean that the France and Germany bars will go up?

If Canada is seriously looking about how we can deepen ties with the European Union, maybe we should think about copying their homework on digital sovereignty. canadianshieldinstitute.ca/updates/euro...

If Canada is seriously looking about how we can deepen ties with the European Union, maybe we should think about copying their homework on digital sovereignty. canadianshieldinstitute.ca/updates/euro...

Canada ranks #2 among advanced economies for foreign ownership(21% of the economy). The risk isn’t the total, it’s concentration in strategic sectors. Motor vehicles: 100% foreign ownership. Chemicals: 74%. IT services: 52%. Canada is chasing more FDI. Do we have a strategy?