November 14, 2024

Private
Equity
Manager
from
Omnigence
Talks
about
GDP,
Inflation
and
how
to
Invest
in
this
Economy

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.

Listen to podcast here.

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