
- May 14, 2025
- Commentary
Veripath Farmland Funds – Q1 2025 Investor Update
It has been said that a trade war is simply a war by other means. As America and China have launched a trade war in earnest (Canada is largely collateral damage) I’d like to use this update to discuss some macro fall-out Canadian investors should consider. First some fundamentals – a kinetic war is inflationary and requires industry and commodities. The trade/capital war the US has initiated will have similar effects. Full newsletter.