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This section features a collection of commentaries and analysis on industry news and developments written by Centurion's Leadership Team. Sign up for your copy of our quarterly newsletters to receive early access to the latest articles.
September 1, 2023
The Inflationary Regime Will Be Here for Years to Come
In his latest whitepaper, Greg examines the impact of Central Bank interest rate hikes on inflation trends in the short and medium term. He also explores their influence on Canada's housing market, highlighting additional factors exacerbating the housing shortage and contributing to inflationary concerns.
May 10, 2022
Interest Rates, Inflation, Capitalization Rates, and Returns
Read Centurion President and CEO Greg Romundt’s latest commentary where he discusses how the real estate sector can anticipate rising interest rates and inflationary pressure to impact capitalization rates and expected returns.
April 28, 2022
The Regime Has Changed
Read Centurion President and CEO, Greg Romundt’s latest revised comments on the Global macroeconomic landscape, titled “The Regime has Changed”. Within, Greg discusses the outlook for a world with higher and longer inflationary pressures than currently anticipated along with new insights on topics including supply chain, commodities, re-armament, wages, and monetary and fiscal policy.
August 13, 2020
Regime Change Ahead: Why I’ve Changed My Core Thesis from Disinflation to Stagflation
In his latest whitepaper, Centurion President and CEO Greg Romundt explains in detail the factors, decisions, and events that brought the economy from disinflation to stagflation and how Centurion’s strategies will fare in this environment.
June 22, 2020
UPDATE CALL with Centurion President and CEO Greg Romundt - JUNE 2020
In this second advisor update call, President and CEO Greg Romundt discussed the future prospects for the various sub sectors of Canadian real estate in a post COVID-19 world and responded to some questions from advisors.