Millan Mulraine: Have Canadian pension funds begun to rethink the role of Canadian companies in their portfolios as a result of current geopolitical challenges?

At the 2026 Challenge of Change Forum in Kelowna, BC, we caught up with Millan Mulraine (Chief Economist, Ontario Teachers’ Pension Plan) to get his perspective on how today’s geopolitical environment is influencing institutional investment decisions.

In this short interview, Millan shares his thoughts on whether recent global developments are prompting Canadian pension funds to reassess the role of domestic companies within their portfolios.

Watch the short interview here:

Millan Mulraine: Have Canadian pension funds begun to rethink the role of Canadian companies in their portfolios as a result of current geopolitical challenges?

Millan Mulraine: Have Canadian pension funds begun to rethink the role of Canadian companies in their portfolios as a result of current geopolitical challenges?

John Desjarlais: Why are indigenous partnerships critical to Canada’s economic future?

Julianna Spiropoulos: What are the key risks in the infrastructure sector right now?

David Perry: How does the current state of Canada-US relations impact Canada’s defence strategy?