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Unpacking Carney's Budget: New Direction, Old Deficits, and the Pivot Beyond the US
Mark Magnacca and co-host Rob Brant analyse Canada's Prime Minister Mark Carney's first federal budget hours after delivery, focusing on Indigenous-specific provisions and infrastructure investment opportunities for UK and continental European investors.
Rob details three critical Indigenous economy initiatives: legislation enabling First Nations Finance Authority to lend directly to special purpose vehicles, building on their recent $500 million bond raise; pilot bonding programmes helping Indigenous contractors access defence procurement despite Indian Act collateral barriers; and mechanisms allowing First Nations to monetize transfer payments for capital investments.
The budget positions Canada to attract a trillion dollars in private capital over five years through doubling non-US exports, establishing a Critical Minerals Sovereign Wealth Fund, increasing defence spending substantially, and embedding Indigenous Advisory Council oversight in the Major Projects Office.
For institutional investors seeking practical intelligence on Canadian project finance and Indigenous partnership structures, this episode provides essential analysis connecting budget policy to actual deal flow. Subscribe to Drumbeats for continuing coverage as Carney's provisions translate into investable opportunities across Canadian sectors.
Links:
The Globe and Mail
https://www.theglobeandmail.com/politics/article-carney-federal-buget-2025-deficit/
Andrew Coyne
https://www.theglobeandmail.com/canada/video-opinion-andrew-coyne-says-carneys-budget-misses-the-mark/
Shannon Proudfoot
https://www.theglobeandmail.com/politics/opinion/article-federal-budget-2025-carney-manifesto-of-no/
Campbell Clark
https://www.theglobeandmail.com/politics/opinion/article-federal-budget-2025-carney-liberals-didnt-meet-expectations/
Adam Radwanski
https://www.theglobeandmail.com/business/article-carney-federal-budget-2025-climate/
Financial Times
https://www.ft.com/content/f67f453c-ff20-4991-9df4-7bfeb9cefacf
The Wall Street Journal
https://www.wsj.com/economy/canada-delivers-targeted-spending-public-sector-job-cuts-to-jolt-economy-98a3a10a
View all episodes
By Canadian Indigenous Investment SummitMark Magnacca and co-host Rob Brant analyse Canada's Prime Minister Mark Carney's first federal budget hours after delivery, focusing on Indigenous-specific provisions and infrastructure investment opportunities for UK and continental European investors.
Rob details three critical Indigenous economy initiatives: legislation enabling First Nations Finance Authority to lend directly to special purpose vehicles, building on their recent $500 million bond raise; pilot bonding programmes helping Indigenous contractors access defence procurement despite Indian Act collateral barriers; and mechanisms allowing First Nations to monetize transfer payments for capital investments.
The budget positions Canada to attract a trillion dollars in private capital over five years through doubling non-US exports, establishing a Critical Minerals Sovereign Wealth Fund, increasing defence spending substantially, and embedding Indigenous Advisory Council oversight in the Major Projects Office.
For institutional investors seeking practical intelligence on Canadian project finance and Indigenous partnership structures, this episode provides essential analysis connecting budget policy to actual deal flow. Subscribe to Drumbeats for continuing coverage as Carney's provisions translate into investable opportunities across Canadian sectors.
Links:
The Globe and Mail
https://www.theglobeandmail.com/politics/article-carney-federal-buget-2025-deficit/
Andrew Coyne
https://www.theglobeandmail.com/canada/video-opinion-andrew-coyne-says-carneys-budget-misses-the-mark/
Shannon Proudfoot
https://www.theglobeandmail.com/politics/opinion/article-federal-budget-2025-carney-manifesto-of-no/
Campbell Clark
https://www.theglobeandmail.com/politics/opinion/article-federal-budget-2025-carney-liberals-didnt-meet-expectations/
Adam Radwanski
https://www.theglobeandmail.com/business/article-carney-federal-budget-2025-climate/
Financial Times
https://www.ft.com/content/f67f453c-ff20-4991-9df4-7bfeb9cefacf
The Wall Street Journal
https://www.wsj.com/economy/canada-delivers-targeted-spending-public-sector-job-cuts-to-jolt-economy-98a3a10a