Investors have been funneling money into novelty for decades. Our obsession with what’s new, revolutionary, and potentially world-changing has seen tech become the leading equity growth sector. Themes like AI have occupied most of our mental real estate, and investments as wide as utilities, commodities, and real estate have all been tied back — however […]

Another quarter of strong returns.

The Canadian economy is facing a period of stagnation as recent reports warn Canada’s economy has fallen behind most major economies. Are we heading towards a recession and what can be done to kickstart our country’s economy? Joining us to discuss is Stephen Johnston – Private equity manager and director of Asset Management company Omnigence. Full […]

Kelowna Now – “Canada’s economy has suffered for decades from “terrible management” and it will take decades to fix it, a finance expert has argued. Stephen Johnston, who works as Omnigence Asset Management’s director in Calgary, said Canada has become the “poster child for stagflation.”’

Canadian SME Business Magazine – “Canada has a stagflation problem.  It has for years, and we have been ignoring it. What is stagflation? Stagflation happens when there is below trend growth and above trend inflation that drives stagnant or declining real GDP per capita.”

Beyond Wealth interview with Matt Calnan – using Farmland in your portfolio

Is your manager’s alpha genuine – new Omnigence research paper.

Omnigence recently published “Is Canadian Growth Dead – Preparing for Stagflation and the Socioeconomic Barbell”. The purpose of this paper is to initiate a discussion around policy proposals that may reverse this trend.

Omnigence in Bridge City News – Hal Roberts – Economy has struggled since before the pandemic –