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Interesting perspective. It is worth noting that recent Statistics Canada data shows trusteed pension funds already hold roughly $950 billion in domestic assets. That is nearly 40% of their total portfolio. The policy shift here is less about volume and more about control. By removing the 30% rule, Ottawa is effectively inviting funds to transition from passive shareholders to active operators of Canadian companies. The real question is whether managers want that operational risk alongside their fiduciary mandate.

Dec 16
at
6:12 AM
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