James Bradshaw

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.

James Bradshaw, an institutional investing reporter for The Globe, sheds light on the upheaval at AIMCo, Alberta's pension fund manager. He discusses the implications of Stephen Harper's recent appointment as board chair against a backdrop of leadership dismissals. The conversation delves into the balance between government influence and AIMCo’s independence, raising concerns over pension fund management. Bradshaw also highlights the challenges AIMCo faces in adapting to market conditions and the potential impact on public sector pensions.