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Our latest report, 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐆𝐚𝐢𝐧𝐬, provides a blueprint for Canada to become the G7’s growth leader. ➡️Canada is back on the radar of global investors. ➡️Global capital flows are shifting significantly. Geopolitical disruptions, most recently the conflict in Iran, are leading major investors and companies to rebalance their portfolios. ➡️A $1.8 trillion investment opportunity could make Canada the G7’s growth leader. RBC Thought Leadership’s research and analysis indicates that there is an immense opportunity in six export-oriented, R&D-intensive, and strategically significant industries: oil and gas ($705B), electricity ($670B), agriculture and food processing ($205B), metals and minerals ($200B), defence ($19B), and space ($12B). ➡️To unlock investment, Canada needs a new capital formation framework. The non-financial corporate sector is sitting on more than $1 trillion in cash on its balance sheet. Its deployment could crowd in additional pools of capital: institutional, risk, foreign, and state capital. Our proposed capital formation framework includes four pillars, each targeting an incremental layer in the capital stack: a brownfield to greenfield asset recycling program, scale-enabling procurement, reforms to the corporate income tax and foreign investment regimes, leveraging state capital. ➡️Canada’s new playbook must include Indigenous economic partnership, which not only helps to secure project approvals, but can accelerate project timelines. Partnerships work best when they are embedded early and aligned with community needs.

𝐀 $1.8 𝐭𝐫𝐢𝐥𝐥𝐢𝐨𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐜𝐨𝐮𝐥𝐝 𝐦𝐚𝐤𝐞 𝐂𝐚𝐧𝐚𝐝𝐚 𝐭𝐡𝐞 𝐆7’𝐬 𝐠𝐫𝐨𝐰𝐭𝐡 𝐥𝐞𝐚𝐝𝐞𝐫. Canada has trillions in domestic capital sitting in pension funds and asset managers. The global capital pool is US$150-200 trillion. The money exists to fund Canada’s growth ambitions. Now imagine Canada as an energy superpower with two new oil pipelines, a leader in critical minerals that hedges Western dependence on China, and a space industry that doubles its global market share. This isn’t fiction—it’s entirely possible. Having consulted experts, we identify three addressable barriers: execution, predictability, and risk tolerance—all within Canadian control. Read our latest report, Capital Gains, to learn more.

Our latest report, 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐆𝐚𝐢𝐧𝐬, provides a blueprint for Canada to become the G7’s growth leader. ➡️Canada is back on the radar of global investors. ➡️Global capital flows are shifting significantly. Geopolitical disruptions, most recently the conflict in Iran, are leading major investors and companies to rebalance their portfolios. ➡️A $1.8 trillion investment opportunity could make Canada the G7’s growth leader. RBC Thought Leadership’s research and analysis indicates that there is an immense opportunity in six export-oriented, R&D-intensive, and strategically significant industries: oil and gas ($705B), electricity ($670B), agriculture and food processing ($205B), metals and minerals ($200B), defence ($19B), and space ($12B). ➡️To unlock investment, Canada needs a new capital formation framework. The non-financial corporate sector is sitting on more than $1 trillion in cash on its balance sheet. Its deployment could crowd in additional pools of capital: institutional, risk, foreign, and state capital. Our proposed capital formation framework includes four pillars, each targeting an incremental layer in the capital stack: a brownfield to greenfield asset recycling program, scale-enabling procurement, reforms to the corporate income tax and foreign investment regimes, leveraging state capital. ➡️Canada’s new playbook must include Indigenous economic partnership, which not only helps to secure project approvals, but can accelerate project timelines. Partnerships work best when they are embedded early and aligned with community needs.

𝐀 $1.8 𝐭𝐫𝐢𝐥𝐥𝐢𝐨𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐜𝐨𝐮𝐥𝐝 𝐦𝐚𝐤𝐞 𝐂𝐚𝐧𝐚𝐝𝐚 𝐭𝐡𝐞 𝐆7’𝐬 𝐠𝐫𝐨𝐰𝐭𝐡 𝐥𝐞𝐚𝐝𝐞𝐫. Canada has trillions in domestic capital sitting in pension funds and asset managers. The global capital pool is US$150-200 trillion. The money exists to fund Canada’s growth ambitions. Now imagine Canada as an energy superpower with two new oil pipelines, a leader in critical minerals that hedges Western dependence on China, and a space industry that doubles its global market share. This isn’t fiction—it’s entirely possible. Having consulted experts, we identify three addressable barriers: execution, predictability, and risk tolerance—all within Canadian control. Read our latest report, Capital Gains, to learn more.

RBC Thought Leadership delivers sharp insights on the ideas shaping Canada’s economic future—global trade and technology to climate action and agriculture. Subscribe to recieve the latest insights.

At RBC Thought Leadership we produce sharp insights on the ideas shaping Canada’s future—from global trade and technology to climate action and agriculture. We focus on the issues that matter most to business leaders, policymakers, and engaged citizens across Canada. Stay informed and join the conversations shaping Canada’s economic future. Subscribe to RBC Thought Leadership.