Amanda Lang Speaks with John Graham, CEO of CPP Investments

Why It Matters

The CPP’s strong funding and long‑term returns provide reassurance to retirees and policymakers, while CPP’s asset mix and domestic investment appetite will shape major Canadian infrastructure and energy projects. Its cautious stance on benchmarking and focus on diversification also influence institutional investing norms and market stability.

Summary

Canadians’ retirement ambitions have risen to about $1.7 million on average, yet 36% doubt they’ll reach that goal. John Graham, CEO of CPP Investments, said the Canada Pension Plan is sustainable for decades—citing a strong funding ratio and long‑term returns near 8–9%—and that the recent small government cut to contribution rates does not threaten the plan. CPP is emphasizing diversification over market chasing, keeping a large allocation to real assets (energy, infrastructure, real estate) and private equity while maintaining roughly 12% of its portfolio in Canada (about C$120 billion). Graham signaled a healthy domestic deal pipeline and continued conviction in energy investments, including both oil and gas and renewables.

Original Description

Amanda Lang takes a ‘by the numbers’ look at Canadians’ expectations for retirement … she then discusses the state of our national pension plan with John Graham, President & CEO of CPP Investments.

+++

Subscribe to BNN Bloomberg to watch more videos: https://www.youtube.com/BNNBloomberg

Connect with BNN Bloomberg:

For the latest news visit: https://www.bnnbloomberg.ca

For a full video offering visit BNN Bloomberg: https://www.bnnbloomberg.ca/video

BNN Bloomberg on Twitter: https://twitter.com/bnnbloomberg

BNN Bloomberg on LinkedIn: https://www.linkedin.com/company/bnn-bloomberg

--

BNN Bloomberg is Canada’s only TV service devoted exclusively to business, finance and the markets.

#BNNBloomberg #Canadiannews #Businessnews