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Alt Thinking Library
18 posts
The Canada (Energy) Investment Opportunity
Canada's energy sector is poised for growth, with decades of oil and gas reserves, expanding export capacity, and strong free cash flow—watch now to learn why investors are taking notice.
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Commercializing Canada’s AI Advantage
Canada has the AI talent to lead—can we turn research into success? With startups like Cohere proving innovation beats brute-force computing, discover how Canada can seize this moment.
The Twilight of U.S. Shale and the Coming Energy Windfall
The world is waking up to an inconvenient reality: the shale revolution is ending. The relentless march of…
A Compelling Case for Energy
Dive deep into the complexities of global energy markets in this captivating conversation between Eric Nuttall, Senior Portfolio Manager at Ninepoint Partners, and Amrita Sen, Founder and Director of Research at Energy Aspects. Explore critical topics such as the future of US shale production, OPEC's strategy, the impact of geopolitical factors on oil prices, and the strategic importance of Canadian oil in the global energy landscape. Amrita's in-depth analysis and Eric's thought-provoking questions make this a must-watch for investors, energy enthusiasts, and market analysts.
Ninepoint Partners: 2025 Market Outlook
In this 2025 Market Outlook report, we address trends that are shaping the sectors in which we invest. We also examine the unique headwinds and tailwinds that have shaped the investment environment of the past year and have laid the…
Between investments? Why investors choose cash management funds to park their cash
by Peter Kenter, PostMedia Content Works - Cash management funds represent a sweet spot for liquidity and returns, says Ninepoint Partners’ Etienne...
Weekly Energy Market Update with Eric Nuttall
Watch Eric Nuttall's brief weekly energy updates for insights on the latest developments in the energy sector
How advisors can help future-proof their clients’ portfolios
Backtesting portfolios is so yesterday. After all, past performance is no guarantee of future performance. That’s why Ninepoint Partners LP, one of Canada’s leading alternative asset managers, offers advisors a novel way to test their investment strategies for what may come next. It’s happening through software called PRISM, short for Portfolio Risk Management.
A Smart Way to Boost Returns on Idle Cash
Cash management mutual funds can be an attractive solution for investors looking to park their money temporarily while exploring long-term investment opportunities. These funds provide liquidity...
Why Declining Interest Rates Could Make Gold a Smart Investment
Investing in gold during a declining interest rate environment can be a strategic move for several reasons: Lower interest rates may sometimes lead to higher inflation. Gold often acts as a safe haven, preserving purchasing power when currencies weaken.
Insight Series: Infrastructure Equities as a Core Investment
Balancing Stability, Growth, and Income in Changing Economic Environments - The infrastructure asset class includes sectors that are sensitive to both GDP (like Energy and Industries) and interest rates (such as Real Estate and Utilities)
Understanding Split Shares
Split share funds (“Splits”) are unique investment corporations that provide opportunities for both conservative and growth-oriented investors. Splits typically invest in a pool of dividend paying companies and divvy up or “split” the dividends paid by underlying stocks from any…
2024 Midyear Outlook
Canada became the first G7 country to cut interest rates in June, signaling the start of the long-awaited rate cuts investors have been anticipating. The biggest questions now...
The Evolution of Portfolio Management
Portfolio managers and academics have worked over the years to build an investment framework that can be used to create the best risk-adjusted portfol…
Time Again for Gold?
Many investors consider gold a safe haven and include it in their portfolio as a way to potentially offset losses from another asset class. Some investors are hesitant to include gold in their portfolios because of its volatility.