Farmland S&P Capture Ratio
Farmland has good upside/downside capture behavior versus the S&P. It provides consistent returns in S&P up markets and hedges S&P down markets. Read more.
Commentary
Preserving Capital in Volatile Markets
Adding farmland to your traditional 60/40 asset mix can provide material downside protection during market events. Read more.
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 [...]
Stagflation risks grow as investors face rising inflation
By Freschia Gonzales Canada may be facing prolonged stagflation risks compounded by US trade policy and domestic capital flight, according to private equity manager Stephen Johnston of Omnigence Asset Management, in an interview with BNN Bloomberg. Full article.
BNN Bloomberg: Stagflation in Canada? Private equity manager says investors should adjust accordingly
One private equity manager says that while Canada has faced longstanding stagflation risks, it faces further challenges from U.S. tariffs and investors should adjust portfolios accordingly. Read more.
Canadian Farmland Preserving Capital in Volatile Markets
Farmland investments are attractive as they provide competitive returns, are effective inflation hedge vehicles and add diversification to investment portfolios. Read more.
Forum Daily News: Canada On the Brink of “Stagflation”
Stephen Johnston discusses stagflation with Forum Daily News. Watch interview here.
Market Watch Picks: Bonds, CDs, annuities? 10 money pros on exactly what ‘safe-haven’ investments to consider now
Farmland and auto-repair, says Omnigence Asset Management Director Stephen Johnston. Read more.
Canadian Family Offices: Adding insult to injury: Tariffs are only exacerbating Canada’s economic underperformance, some experts say
Peter Kenter, Canadian Family Offices As the U.S. pursues reindustrialization, Canada may be wise to develop strategies that encourage capital investment. Full article
Why stagflation is still possible and why this matters to hoteliers
While financing trends underscore the resilience of Canada’s hotel sector, sustaining this momentum requires addressing broader structural pressures. Full article
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