{"id":78784,"date":"2026-09-23T12:00:21","date_gmt":"2026-09-23T12:00:21","guid":{"rendered":"https:\/\/www.pantheregroup.com\/2026\/09\/23\/posthaste-more-canadian-investors-are-moving-their-money-out-of-u-s-into-canada\/"},"modified":"2026-09-23T12:00:21","modified_gmt":"2026-09-23T12:00:21","slug":"posthaste-more-canadian-investors-are-moving-their-money-out-of-u-s-into-canada","status":"publish","type":"post","link":"https:\/\/www.pantheregroup.com\/2026\/09\/23\/posthaste-more-canadian-investors-are-moving-their-money-out-of-u-s-into-canada\/","title":{"rendered":"Posthaste: More Canadian investors are moving their money out of U.S., into Canada"},"content":{"rendered":"<p> \n<br \/><iframe loading=\"lazy\" title=\"TSX stocks to watch after Canada investment summit\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/lDWpy_2hMZI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><img decoding=\"async\" alt=\"\" data-has-syndication-rights=\"1\" data-license-id=\"\" data-portal-copyright=\"\" src=\"https:\/\/smartcdn.gprod.postmedia.digital\/financialpost\/wp-content\/uploads\/2023\/01\/fp-posthaste-LOGO-01132023.jpg\" title=\"\" \/><\/p>\n<p> While it\u2019s still early days, Prime Minister Mark Carney\u2019s push for Canadian asset managers to invest at home may already be paying dividends. <\/p>\n<p> More than half of Canada\u2019s asset managers plan to reduce their U.S. equity allocations within the next year, according to Marsh People and Investments Canada\u2019s 2026 Global Asset Owner Barometer \u2014 the largest pullback from the U.S. among all of the regions surveyed. <\/p>\n<p> Meanwhile, Canadian investors sold $31 billion in U.S. shares in July, a record tally according to government data. <\/p>\n<p> Carney has long tried to encourage Canadian financial institutions towards homegrown opportunities and last week invited some of the world\u2019s biggest investors to the Canada Investment Summit, with the goal of attracting $1 trillion in new financings. <\/p>\n<p> \u201cThe tide is turning,\u201d Greg Taylor, chief investment officer at PenderFund Capital Management, said at the summit. \u201cIt could be that Trump has galvanized us, and Canada is going to put money to work.\u201d <\/p>\n<p> During the event, the federal government announced plans to open Canada\u2019s biggest airports to private capital and cut taxes for new business investment to the lowest rate among G7 countries. <\/p>\n<p> When it comes to domestic investment, Canada secured $325 billion from its biggest banks, $50 billion from the Maple Fund and $52.5 billion from BCE Inc. for a data centre in Saskatchewan, to name a few. <\/p>\n<ul>\n<li><em>For in-depth coverage of the Canada Investment Summit, click here.<\/em><\/li>\n<\/ul>\n<p> Foreign investment is picking up as well. Total foreign inflows to all asset classes over the last year was US$211 billion, amounting to about 8.7 per cent of Canada\u2019s GDP. <\/p>\n<p> \u201cCanada is an attractive market for investment,\u201d Peter Stensgaard M\u00f8rch, chief executive officer of PensionDanmark, said at the summit. \u201cThe Canadian government demonstrates a strong understanding of what is required to attract additional investment.\u201d <\/p>\n<p> Carney is also looking to kickstart dozens of major infrastructure projects across the country and asset managers are taking notice. Sixty-six per cent of asset owners intend to grow their Canadian infrastructure portfolio, much higher than the 51 per cent global average. <\/p>\n<p> The money managers are drawn to major infrastructure projects as a hedge against inflation and their long-duration returns, the report added. <\/p>\n<p> High inflation also has 41 per cent of money managers looking at inflation-linked assets, such as bonds or bond return ETFs. <\/p>\n<p> Meanwhile, 37.8 per cent of asset owners are ensuring they have more cash on hand to keep their options open, nine per cent more than a year ago. <\/p>\n<p> <em>With files from Bloomberg News<\/em> <\/p>\n<hr \/>\n<p> <em><strong>Sign up here to get Posthaste delivered straight to your inbox.<\/strong><\/em> <\/p>\n<hr \/>\n<p> <strong><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"aligncenter size-full wp-image-1758646\" height=\"114\" src=\"https:\/\/smartcdn.gprod.postmedia.digital\/financialpost\/wp-content\/uploads\/2019\/02\/subhead_leading.png\" width=\"838\" \/><\/strong> <\/p>\n<p><img decoding=\"async\" alt=\"\" data-has-syndication-rights=\"1\" data-license-id=\"\" data-portal-copyright=\"\" src=\"https:\/\/smartcdn.gprod.postmedia.digital\/financialpost\/wp-content\/uploads\/2026\/09\/qw_Nvidias_Sinking_Valuation__The_multiple_recently_hit_its_low.jpg\" title=\"\" \/><\/p>\n<p> Nvidia Corp. , once the darling of the stock market, is showing signs of a crack. <\/p>\n<p> The chipmaker has been trading at 17 times profit expected over the past year, the lowest level in a decade. The decline is leading investors to wonder if it can keep up with the lofty growth expectations. <\/p>\n<p> \u201cThe stock has de-rated pretty significantly, which suggests a healthy dose of skepticism that the company\u2019s current earnings power is sustainable,\u201d Eli Horton, senior portfolio manager for thematic equities and durable growth equities at TCW, told Bloomberg News. \u201cThe stock\u2019s performance is surprising, given the backdrop of incredible fundamentals, but it tells you the market is expecting less than what the consensus is currently estimating.\u201d <\/p>\n<p> Still, revenue and net income are expected to jump nearly 100 per cent for the year, up from 65 per cent last year. <\/p>\n<p> The stock climbed 4.3 per cent on Monday on news that Meta Platforms Inc.\u2019s new AI chatbot may push chip demand. <\/p>\n<p> Read more here. <\/p>\n<hr \/>\n<p><img decoding=\"async\" alt=\"\" data-has-syndication-rights=\"1\" data-license-id=\"\" data-portal-copyright=\"\" src=\"https:\/\/smartcdn.gprod.postmedia.digital\/financialpost\/wp-content\/uploads\/2025\/07\/subhead-1.jpg\" title=\"\"><\/p>\n<ul>\n<li><strong>Data: <\/strong>Canada population estimates, U.S. MBA purchase index<\/li>\n<li><strong>Earnings: <\/strong>Cintas Corp., General Mills Inc., Uranium Energy Corp., NorthStar Gaming Holdings Inc.<\/li>\n<\/ul>\n<hr \/>\n<p><img decoding=\"async\" alt=\"\" data-has-syndication-rights=\"1\" data-license-id=\"\" data-portal-copyright=\"\" src=\"https:\/\/smartcdn.gprod.postmedia.digital\/financialpost\/wp-content\/uploads\/2026\/02\/banner.jpg\" title=\"\" \/><img decoding=\"async\" alt=\"\" data-has-syndication-rights=\"1\" data-license-id=\"\" data-portal-copyright=\"\" src=\"https:\/\/smartcdn.gprod.postmedia.digital\/financialpost\/wp-content\/uploads\/2026\/09\/chart-0923-ph.jpg\" title=\"\" \/><\/p>\n<figure class=\"embedded-image\"><\/figure>\n<hr \/>\n<p> <strong><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"aligncenter size-full wp-image-3080181\" height=\"114\" src=\"https:\/\/smartcdn.gprod.postmedia.digital\/financialpost\/wp-content\/uploads\/2022\/07\/subhead_reads.jpeg\" width=\"838\" \/><\/strong> <\/p>\n<ul>\n<li>Bank of Canada to make rate decisions based on domestic economic situation, not markets or the Fed, says Macklem<\/li>\n<li>Garry Marr: Why U.S. 30-year mortgage contracts are a mixed blessing for homeowners<\/li>\n<li>The TSX stocks to watch following the Canada Investment Summit<\/li>\n<li>Nearly a third of working Canadians are living paycheque to paycheque, a new payroll institute survey says<\/li>\n<\/ul>\n<hr \/>\n<p> <img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"aligncenter size-full wp-image-2059284\" height=\"114\" src=\"https:\/\/smartcdn.gprod.postmedia.digital\/financialpost\/wp-content\/uploads\/2020\/04\/subhead_personal_finance_2.png\" width=\"838\" \/> <\/p>\n<p> Canadians renewing their mortgages this year might wish they were part of the American system that locks rates in for 30 years. But as the saying goes, be careful what you wish for. Financial Post columnist Garry Marr explains how locking into lower rates long-term looks like a steal, until you decide to move. Read more.  <\/p>\n<hr \/>\n<p> <span><\/span><img decoding=\"async\" alt=\"\" data-has-syndication-rights=\"1\" data-license-id=\"\" data-portal-copyright=\"\" src=\"https:\/\/smartcdn.gprod.postmedia.digital\/financialpost\/wp-content\/uploads\/2025\/11\/FP-West-Energy-Insider-Logo.png\" title=\"\" \/> Interested in energy? The subscriber-only FP West: Energy Insider newsletter brings you exclusive reporting and in-depth analysis on one of the country\u2019s most important sectors. Sign up here. <\/p>\n<hr \/>\n<div class=\"x_elementToProof\"><span>Are you worried about having enough for retirement? Do you need to adjust your portfolio? Are you starting out or making a change and wondering how to build wealth? Are you trying to make ends meet? Drop us a line at <\/span>wealth@postmedia.com<span><\/span><span> with your contact info and the gist of your problem and we\u2019ll find some experts to help you out while writing a Family Finance story about it (we\u2019ll keep your name out of it, of course).<\/span><\/div>\n<hr \/>\n<h2>McLister on mortgages<\/h2>\n<p> Want to learn more about mortgages? Mortgage strategist Robert McLister\u2019s Financial Post column  can help navigate the complex sector, from the latest trends to financing opportunities you won\u2019t want to miss. Plus check his mortgage rate page for Canada\u2019s lowest national mortgage rates, updated daily. <\/p>\n<hr \/>\n<h2>Financial Post on YouTube<\/h2>\n<p> Visit the Financial Post\u2019s YouTube channel for interviews with Canada\u2019s leading experts in business, economics, housing, the energy sector and more. <\/p>\n<hr \/>\n<p> <em>Today\u2019s Posthaste was written by Ben Cousins with additional reporting from Financial Post staff and Bloomberg.<\/em> <\/p>\n<p> Have a story idea, pitch, embargoed report, or a suggestion for this newsletter? Email us at posthaste@postmedia.com . <\/p>\n<hr \/>\n<ul class=\"related_links\">\n<li>How Canada could trigger the biggest investment \u2018supercycle\u2019 in decades<\/li>\n<li>Gen Z embraces side-hustle entrepreneurship<\/li>\n<\/ul>\n<p> <em><strong>Bookmark our website and support our journalism:<\/strong> Don\u2019t miss the business news you need to know \u2014 add financialpost.com to your bookmarks and sign up for our newsletters here<\/em> <\/p>\n<p><\/img><br \/>\n<br \/>\n<br \/>Posthaste: More Canadian investors are moving their money out of U.S., into Canada<\/a><br \/>\n<br \/>2026-09-23 12:00:21<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>While it\u2019s still early days, Prime Minister Mark Carney\u2019s push for Canadian asset managers to invest at home may already be paying dividends. More than half of Canada\u2019s asset managers&#8230;<\/p>\n","protected":false},"author":2,"featured_media":78785,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-78784","post","type-post","status-publish","format-standard","has-post-thumbnail","category-economy"],"_links":{"self":[{"href":"https:\/\/www.pantheregroup.com\/api\/wp\/v2\/posts\/78784","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.pantheregroup.com\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.pantheregroup.com\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.pantheregroup.com\/api\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.pantheregroup.com\/api\/wp\/v2\/comments?post=78784"}],"version-history":[{"count":0,"href":"https:\/\/www.pantheregroup.com\/api\/wp\/v2\/posts\/78784\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.pantheregroup.com\/api\/wp\/v2\/media\/78785"}],"wp:attachment":[{"href":"https:\/\/www.pantheregroup.com\/api\/wp\/v2\/media?parent=78784"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.pantheregroup.com\/api\/wp\/v2\/categories?post=78784"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.pantheregroup.com\/api\/wp\/v2\/tags?post=78784"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}