
“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 […]
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‘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.
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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 […]
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David Sharlo How will these tariffs impact Canadian investors? According to Johnston, the impact of Trump’s tariffs will be felt by all Canadians, regardless of province of residence or size of portfolio. Read more.
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- January 13, 2025
- Commentary, Media
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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- January 6, 2025
- Commentary, Media
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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- January 6, 2025
- Commentary, Media
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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- December 18, 2024
- Commentary, Media
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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- December 3, 2024
- Commentary, Media
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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