Canadian investors rethink U.S. exposure & cut FDI 69% amid political volatility

by | Feb 10, 2026 | E-commerce News

Canadian institutional investors are reconsidering their heavy allocation to U.S. assets due to rising political instability and market volatility. The Ontario Teachers' Pension Plan, one of Canada's largest pension funds, cut its U.S. dollar exposure by 56% last year while national foreign direct investment into the U.S. dropped by 69%. Fund managers are increasingly diversifying into alternative currencies like the Swiss franc and Japanese yen to hedge against the greenback's fluctuation.

Paul Drecksler is the founder and editor of Shopifreaks E-commerce Newsletter, covering the most important stories in e-commerce.

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