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September 14, 2026
Partner, Chief Economist
Canada is hosting its Investment Summit over the coming days.
A recent report projected Canada will need US$4.7 trillion in infrastructure investments by 2050, spanning roads, bridges, waterworks, hospitals, data centers and defense. Energy/natural resources are the #1 bucket at one third of this, or $1.6 trillion.
Canada's investment in machinery and equipment is still below where it was in 2007, 19 years on (inflation adjusted). Broader business investment has barely grown, underperforming even the euro area, while the US has expanded steadily, although business investment stirred in Q2, see charts below.
The bottom line is that reversing this requires a step change in business conditions and capital investment from both the public and private sectors. The Investment Summit, co-organized with CPP Investments and PSP Investments, is targeting $1 trillion of fresh investment over five years, particularly focused on energy projects and large-scale infrastructure. It will be a useful lens on how that ambition translates into projects and committed capital.
Written by Huw van Steenis, London
Sources: Statistics Canada, US Bureau of Economic Analysis (BEA), Eurostat, Macrobond, Apollo European and Policy Strategist
Sources: Statistics Canada, US Bureau of Economic Analysis (BEA), Macrobond, Apollo European and Policy Strategist
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