Investment Executive – Stagflation is here to stay, regardless of tariffs

Investment Executive – Stagflation is here to stay, regardless of tariffs

‘I don’t think you can continue on as you’ve done historically,’ portfolio manager says
Read more...
Veripath Farmland Partners is pleased to announce a recent acquisition of Saskatchewan farmland

Veripath Farmland Partners is pleased to announce a recent acquisition of Saskatchewan farmland

CALGARY, ALBERTA, CANADA, /EINPresswire.com/ — Veripath Farmland Partners (“Veripath”) is pleased to announce the acquisition of 8,750 acres acres of Saskatchewan farmland. This acquisition brings the total acres of farmland under Veripath management to approximately 130,000 acres. Veripath operates on the conviction that worldwide demand for the agricultural products used for food, feed, and fuel […]
Read more...
Wall Street Journal – Auto & Transport Roundup: Market Talk

Wall Street Journal – Auto & Transport Roundup: Market Talk

“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 […]
Read more...
Financial Post – ‘This too shall pass’: Investing strategies in the time of Trump

Financial Post – ‘This too shall pass’: Investing strategies in the time of Trump

‘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.
Read more...
Which Canadian industries will thrive amid U.S. tariffs?

Which Canadian industries will thrive amid U.S. tariffs?

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 […]
Read more...
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.
Read more...
How Trump’s proposed tariffs will impact Canadian investors

How Trump’s proposed tariffs will impact Canadian investors

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.
Read more...
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.
Read more...
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.
Read more...
1 2 3 17