Omnigence in Windsor Business – Investing in a time of stagflation –

Omnigence in Bridge City News (Naveen Day host) – Canada’s stagflation risk and the consequences for investment portfolios.

Pamela Heaven from the Financial Post wrote “Canada could face two more decades of stagnant growth, report warns” ()

Steve MacNaull of Kelowna Now – “Mash together stagnant and inflation and you get ‘stagflation’….Real GDP (gross domestic product) per capita is going down and there’s a reduction in people’s wealth and standard of living. And, it’s the middle class that’s hurt the most by stagflation.”

Paul Vieira from the Wall Street Journal wrote that stagflation threatens to become ‘ferocious’ in Canada based on a recent Omnigence Asset Management research paper.  (Full Paper)  (Full WSJ Text)

Canadian farmland behavior versus S&P 500. View full report

Summary of fund KPIs, series returns and core competitive advantages.

Change of use economics – dryland to irrigated. Farmland downside/upside capture ratios. View full report

Veripath R & UR Funds Q1 2024 – NAVs, fund metrics View full report