Section
Alt Thinking Library
19 posts
Metals & Mining: Where Are the Opportunities?
Explore the latest outlook for precious metals and mining equities, including the market forces influencing the sector and investment opportunities worth watching.
November 11, 2026
Energy Investing: Is Owning the Index Enough?
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.
November 11, 2026
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
The Energy Equation
Join Eric Nuttall for his latest outlook on energy markets, including the supply and demand dynamics shaping the sector and where he sees opportunities ahead.
November 11, 2026
Penny-stock Bet on Athabasca Yields Big Gain
Bloomberg profiles how Eric Nuttall and Ninepoint’s early investment in Athabasca Oil delivered a 6,500% gain following Cenovus’s acquisition offer.
October 16, 2026
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.
What the Headlines Miss About U.S. Growth
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.
October 15, 2026
Webinar: Global Income meets Premium Yield
Join this webinar on September 23rd to explore how the Ninepoint Global Premium Yield Fund combines global equity exposure with an active options strategy designed to support monthly cash flow and long-term growth.
September 11, 2026
Passive or Active? Rethinking the Role of Global Equities
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.
September 10, 2026
Repricing the Future: 2026 Mid-year Market Outlook
Perspectives from Ninepoint portfolio managers on the forces shaping markets, portfolios, and long-term opportunity.
June 26, 2026
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?”
June 26, 2026
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.
May 24, 2026
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.
May 24, 2026
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.
April 26, 2026
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.
April 26, 2026
Dig Deeper with Flow-Through Shares: A Tax-Efficient Way to Invest in Canada’s Resource Story
Explore how flow-through investing can provide meaningful tax-planning...
April 26, 2026
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.
April 25, 2026