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 […]

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.

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

Matthew Williams (Williams & Associates, Wealth Stewardship) sits down with Stephen Johnston to unpack what’s really going on — and what thoughtful investors should be thinking about next. Watch interview here.

‘I don’t think you can continue on as you’ve done historically,’ portfolio manager says

“The Canadian provinces of Ontario and Quebec are particularly susceptible to U.S. ambitions to reindustrialize,” says Omnigence Asset Management’s director Stephen Johnston. He told the WSJ that particularly aerospace, automotive and heavy machinery fit the finished goods market where much is ultimately destined to the U.S. This makes the two provinces more exposed to Trump’s […]

‘Don’t have a knee-jerk reaction. If the market overreacts, that’s probably an opportunity‘ Ian Bickis, The Canadian Press Stephen Johnston, director of investment firm Omnigence Asset Management, has for years been worried about the risk of stagflation in Canada and has been investing accordingly. Full article.

Naveen Day Following her visit with U.S. President-Elect Donald Trump at his Florida resort, Alberta Premier Danielle Smith said Albertans should expect the incoming president to follow through on his plan to implement blanket tariffs on Canadian exports.  She says this could prompt the province to fall into deficit and threaten Canada’s national unity. But there are ways Canadians […]