By André Müller, New York May 18, 2025, 8:22 AM Excerpt from article: Yet the U.S. still holds some cards. America remains a highly attractive destination for foreign direct investment, says Stephen Johnston, CEO of Canadian private equity firm Omnigence. Thanks to Trump’s policies — lower taxes, deregulation, cheap electricity, and a massive consumer market […]

Farmland has good upside/downside capture behavior versus the S&P. It provides consistent returns in S&P up markets and hedges S&P down markets. Read more

Adding farmland to your traditional 60/40 asset mix can provide material downside protection during market events. Read more.

It has been said that a trade war is simply a war by other means. As America and China have launched a trade war in earnest (Canada is largely collateral damage) I’d like to use this update to discuss some macro fall-out Canadian investors should consider. First some fundamentals – a kinetic war is inflationary […]

By Freschia Gonzales Canada may be facing prolonged stagflation risks compounded by US trade policy and domestic capital flight, according to private equity manager Stephen Johnston of Omnigence Asset Management, in an interview with BNN Bloomberg. Full article.

One private equity manager says that while Canada has faced longstanding stagflation risks, it faces further challenges from U.S. tariffs and investors should adjust portfolios accordingly. Read more.

Farmland investments are attractive as they provide competitive returns, are effective inflation hedge vehicles and add diversification to investment portfolios. Read more.

Stephen Johnston discusses stagflation with Forum Daily News. Watch interview here.

Farmland and auto-repair, says Omnigence Asset Management Director Stephen Johnston. Read more.