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Alt Thinking Library
22 posts
Oilâs Crossroads: Why Eric Nuttall Thinks Short-Term Wobbles Hide a Bigger Opportunity
After a quiet summer, Eric Nuttall of Ninepoint Partners returned with back-to-back updates on September 4 1 and…
Prepare, Donât Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonât come down anytime soon, and the growing correlation between stocks and bonds...
Why Gold Still MattersâA practical look at gold's role in your portfolio
Throughout history, gold has stood the test of time, across empires, economies, and market cycles. In todayâs uncertain environment, many investors are once again looking to gold as a way...
Managing Trump Uncertainty: Defensive Fixed Income in a Reshaped World Order
In a world shaken by policy whiplash, trade upheaval, and renewed inflation fears, the team at Ninepoint Partners…
Split Shares 101: Income, Growth, or Both?
Split Shares deliver two classes of shares that can be âsplitâ (separately allocated) to your clients to provide: New sources of steady dividend income for your income-oriented client or a leveraged equity investment for your growth-oriented client.
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 flowâwatch now to learn why investors are taking notice.
Beyond the Hype: Smart Investing in Crypto and AI's Transformative Era
As the Internet enters a new era, crypto and AI are poised to become integral technologies for business that may open new markets, enable new capabilities and..
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 theâŚ
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 Partnersâ 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 clientsâ portfolios
Backtesting portfolios is so yesterday. After all, past performance is no guarantee of future performance. Thatâs why Ninepoint Partners LP, one of Canadaâs leading alternative asset managers, offers advisors a novel way to test their investment strategies for what may come next. Itâs 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)
