PrivateEquityManagerfromOmnigenceTalksaboutGDP,InflationandhowtoInvestinthisEconomy
November 5, 2024
Stephen Johnston discusses Canada's economic outlook and how investors can navigate a challenging environment marked by slow growth and persistent inflation. He emphasizes the importance of allocating to real assets—particularly farmland and other inflation-protected investments—through private equity and alternative structures. Johnston encourages investors to evaluate opportunities by asking whether they hedge inflation, protect against recession, and align with middle-class demand. He also notes the increasing accessibility of alternatives for Canadian investors through platforms like ETFs, public equities, and private funds. His overall message is that thoughtful, principle-driven investing is essential in today’s bifurcated and inflationary economy.