Canada’s Triple Deficit Challenge

Canada’s Triple Deficit Challenge

When public and private sector borrowing is considered, Canada isone of the developed world’s most indebted nations. Read here.
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Podcast – GlassTalk: Inflation vs Productivity

Podcast – GlassTalk: Inflation vs Productivity

Stephen Johnston joins GlassTalk to discuss the specific effects of stagflation (inflation coupled with low productivity and high employment) and our current government policies in Canada’s construction sector. Listen here.
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BNN The Close: Anticipating Trump’s tariff threats

BNN The Close: Anticipating Trump’s tariff threats

Stephen Johnston discusses Trump’s return to the White House and what it will mean for Canada. Click here for BNN interview.
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2025 investing outlook: Volatility is name of the game amid tariff and tech bubble threats

2025 investing outlook: Volatility is name of the game amid tariff and tech bubble threats

Stephen Johnston, a private equity manager and director at Omnigence Corp., predicted the economy will be subject to stagflation for at least the next decade, so Canadians need to pick investments that aren’t subject to poor growth dynamics. Read more.
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VIDEO: Opportunity for investors with tsunami of baby boomers retiring

VIDEO: Opportunity for investors with tsunami of baby boomers retiring

Matt Barr, a private equity manager and partner with Omnigence Asset Management, talks about the enormous investment opportunity for private equity investors as a tsunami of baby boomers, who own small businesses, retire over the next 10 years. Listen to podcast here.
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Episode #51: Inflation vs Productivity

Episode #51: Inflation vs Productivity

Stephen Johnston of Omnigence, a private equity firm investing in the construction sector, has a stark warning. He sees a real risk of long-term stagflation (inflation coupled with low productivity and high unemployment) in our present conditions and government policies. His white paper lays out the broad details, but he joins The Hammer to talk about the […]
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Socioeconomic Barbell as an Investment Driver: Deploying Capital in a Bifurcating Economy

Socioeconomic Barbell as an Investment Driver: Deploying Capital in a Bifurcating Economy

The phrase socioeconomic barbell describes a structure where there is a pronounced and increasing number of members of society at the ends of the economic spectrum: the high and the low income, combined with a diminishing middle class. This term is metaphorically derived from a barbell used in weightlifting, which has heavy weights on both […]
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Finding Growth Opportunities in Canada’s High Inflation, Low Growth Economy

Finding Growth Opportunities in Canada’s High Inflation, Low Growth Economy

By Stephen Johnston As Canada confronts the dual challenges of high inflation and low growth, the specter of stagflation looms large. Stagflation, which refers to below-trend economic growth combined with above-trend inflation, erodes real GDP per capita and poses significant challenges for investors. Read more.
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SME Market Size US & Canada

SME Market Size US & Canada

There are 1+ million SMEs in Canada representing a market cap of $1T+ and 54% of GDP. Read more.
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