Section
Alt Thinking Library
12 posts
Repricing the Future: 2026 Mid-year Market Outlook
Perspectives from Ninepoint portfolio managers on the forces shaping markets, portfolios, and long-term opportunity.
Sequence Risk: The Retirement Challenge Hiding in Plain Sight
For many investors approaching retirement, the focus is often on a familiar set of questions: “Am I saving enough?” “Will my portfolio keep growing?”
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Building and Powering the Future
Discover how global infrastructure investments may help capitalize on powerful long-term trends including artificial intelligence, electrification, energy security, and the modernization of critical global assets.
Oil Affects Everything - Beyond the Barrel
Explore why oil prices influence far more than just the energy sector, and how shifting energy markets may impact inflation, interest rates, consumer spending, corporate earnings, and global investment opportunities.
Balancing an AI Boom with an Energy Crisis
Global equity markets are shifting. Explore where opportunities may be emerging and where risks are quietly building.
A Strategic Asset: Precious Metals, Redefined.
Gold and other precious metals are being redefined beyond traditional hedging roles, with new demand drivers supporting their place as a strategic portfolio allocation.
Dig Deeper with Flow-Through Shares: A Tax-Efficient Way to Invest in Canada’s Resource Story
Unlocking resource exposure through a uniquely Canadian tax structure. How flow-through shares work and why they matter.
Not All Retirement Income Is Equal: Covered Call ETFs and the OAS Conversation
Retirement income planning is about more than yield. This piece explores how different income sources interact with taxation and government benefits like Old Age Security.
Energy Market Insights: Weekly Commentary from Eric Nuttall
Stay on top of key energy trends, from supply dynamics to commodity pricing shifts shaping the global energy landscape.
Advisor’s Guide to Covered Call ETFs in Canada
Everything advisors need to understand covered call ETFs - from income mechanics to portfolio construction considerations.
The Evolving Case for Gold
What’s really driving gold today and why its role in portfolios may be more important now than in previous cycles.
Split Shares: Income with built in leverage
A look at how split share structures combine yield and equity exposure—and where they may fit in income-oriented and growth portfolios.