Metals & Mining: Where Are the Opportunities?

A bullish outlook for energy doesn't mean every company is equally attractive. Discover why company fundamentals, valuations and active selection may matter more than simply owning the index.

Bloomberg profiles how Eric Nuttall and Ninepoint’s early investment in Athabasca Oil delivered a 6,500% gain following Cenovus’s acquisition offer.

Political and policy uncertainty may shape sentiment, but it does not tell the full story of U.S. growth. The United States continues to lead in financing innovation and turning new technologies into commercial growth. Recent earnings data also suggest that growth is extending beyond the market’s most visible companies. Look beyond the headlines to see what the data reveals about U.S. innovation leadership, broadening earnings growth and the increasing importance of selectivity in a concentrated market.

Low cost and broad exposure come with benchmark risk, while the flexibility to look beyond an index introduces manager risk. Explore the trade-offs advisors should consider when evaluating global equity strategies and why genuinely differentiated active management may still matter.

Perspectives from Ninepoint portfolio managers on the forces shaping markets, portfolios, and long-term opportunity.

For many investors approaching retirement, the focus is often on a familiar set of questions: “Am I saving enough?” “Will my portfolio keep growing?”