“Portfolio allocation and asset selection involves significant qualitative and quantitative due diligence into prospective investments and investment managers. Of course, this process takes place within a framework of investor-specific objectives and constraints, and with a broader view to the direction of the local, national and global economies as well. 
Much of the volatility that investors have been forced to endure in recent times is the product not of microeconomic factors that are geography and sector-specific, but rather of macroeconomic factors over which we have no control and little ability to predict. Unrest in the Middle East. Debt in Greece. Global warming. So far from home and yet so able to upset the apple cart of our investments. 
Our guest will be Stephen Johnston, Partner, AgCapita Partners LP and Equicapita Income Trust.”

Click for video of interview on BNN – go to July 14, 2011 Episode – Part 2

Click for video of interview on BNN – go to July 14, 2011 Episode – Part 3