The Decibel Carney’s big bet for $500-billion in private investments
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Nov 10, 2025 James Bradshaw, an institutional investing reporter for The Globe and Mail, joins to discuss Canada’s ambitious plans for a $500 billion boost in private investment. He breaks down Canada’s productivity issues, emphasizing the importance of firm investments for economic growth. The conversation covers the 'productivity super deduction' aimed at incentivizing businesses to reinvest, as well as challenges like U.S. tariffs and regulatory hurdles. Bradshaw also notes how infrastructure spending is expected to attract private capital and the cautious optimism from business leaders about these changes.
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Canada's Productivity Problem Is Structural
- Productivity measures economic output per hour and shapes living standards and wages.
- Canada has lagged G7 peers with productivity growing only 0.3% annually in the last decade.
Investment Drives Productivity Gains
- Business investment in equipment and tools is the main driver of productivity gains.
- New machinery or faster laptops directly increases output per hour and can raise wages and growth.
Claim Faster Deductions To Improve Cash Flow
- Use the productivity super deduction to immediately write off eligible capital spending.
- Claiming faster or full deductions improves short-term cash flow and makes investments more attractive.