Ninepoint Partners
投资管理
Toronto，Ontario 10,122 位关注者
Ninepoint manages unique alternative investment solutions that offer investors the benefits of better diversification.
关于我们
Ninepoint Partners manages unique alternative investment solutions that offer investors the benefits of better diversification. We target investment strategies that are uncorrelated from traditional asset classes, such as equities and bonds, with the goal of lowering overall portfolio risk. As a team, we have a long track-record of managing alternative income, real asset and alternative core strategies. Innovative thinking, and our ability to apply it to real-world solutions, is what defines us. Ninepoint is an independent, employee-owned firm serving the investment advisor and institutional investor communities. With over $8 billion in assets and institutional contracts and 80 employees, we are among the largest independent asset management firms in Canada. As a team, we have a long track-record of managing alternative income, real assets, and diversified core strategies. Innovative thinking, and our ability to apply it to real-world solutions, is what defines us. The Ninepoint name is derived from the “nine point puzzle”, where four, continuous straight lines are used to connect all nine points of a 3x3 grid. The only way to solve the puzzle is to draw “outside the box”.
- 网站
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https://www.ninepoint.com
Ninepoint Partners 的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- Toronto，Ontario
- 类型
- 合营企业
- 创立
- 2017
- 领域
- Alternative Investments、Private Debt和Private Credit
地点
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主要
获取路线
200 Bay Street
27th Floor
CA，Ontario，Toronto，M5J 2J1
Ninepoint Partners 员工
动态
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Eric Nuttall, March 6, 2025 – https://lnkd.in/grdevZnn In this week’s episode Eric Nuttall breaks down the immediate impact on gasoline prices, investor sentiment, and energy stocks while explaining why the long-term outlook remains bullish for Canadian oil & gas companies. Key Topics Covered: ? U.S. Tariffs on Canadian Oil – A 10% tariff = 15-20 cent per gallon increase at U.S. pumps, hitting $20B+ in consumer spending. ? Why Tariffs Won’t Last – Inflationary pressure and lack of oil alternatives make this politically unsustainable. ? Pipeline Expansion Now a National Priority – Growing momentum behind West Coast & East Coast expansion to reduce U.S. dependency. ? Stock Market Carnage = Opportunity – Despite oil prices holding steady, energy stock valuations have collapsed. ? OPEC+ Supply Adjustments – Market misreads production adjustments; OPEC+ remains flexible to price conditions. ? Shale Decline is Real – U.S. shale growth is slowing dramatically, with production flattening near break-even oil prices. ? Investor Sentiment vs. Reality – The disconnect between fundamentals and market perception has created deep-value opportunities. ? Canadian Energy Stocks: The Best Risk-Reward? – Many companies now trade at 12-19% free cash flow yields, with aggressive share buybacks in play. ? Natural Gas Outlook – Potential supply crunch in 2025 could send prices soaring. This video is for information purposes only and should not be relied upon as investment advice. We strongly recommend that you consult your investment professional for a comprehensive review of your personal ?nancial situation before undertaking any investment strategy. Information herein is subject to change without notice and Ninepoint is not responsible for any inaccuracies or to update this information. The information contained herein does not constitute an offer or solicitation by anyone in the United States or in any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should contact their financial advisor to determine whether securities of the Funds may be lawfully sold in their jurisdiction. #EricNuttall #NinepointPartners #EnergyMarketUpdate #OilDemand #Oil #OilandGas #OPEC #ShaleOil #Tariffs #LNG #OilInventories #Geopolitics #oilprice #OilMarkets #EnergyUpdate #ShaleDecline #OilInvesting #OilPriceForecast #USShale #NaturalGas #Trump Disclaimer: https://bit.ly/2ukaOCr
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The February employment for Canada suggests the strength of the Canadian data over the past few months was temporary. We only added 1,100 jobs in February, most of them part time. The unemployment rate remained steady at 6.6%, but the participation rate dropped by 0.2%, meaning discouraged workers dropped out of the labour force. Keeping them in would have meant an unemployment rate at 6.8%. This first look into February data suggests to us that the distortions from the HST/GST rebate and the front loading of exports ahead of the trade war are now dissipating.
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Not a stellar employment report in the U.S. this morning. The unemployment rate (U-4) moved higher (4.14%), while the participation rate ticked down 0.2% (discouraged workers), resulting in a 0.5% increase in the Underemployment Rate (U-6). One month doesn't make a trend, but with all the uncertainty this new administration is injecting into the economy, I wouldn't be surprised to see this continue. Something to keep an eye on.
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We're #hiring a new Finance Manager in Toronto, Ontario. Apply today or share this post with your network.
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Thank you to BNN/Bloomberg for inviting me yesterday to share my thoughts on the impacts of this trade war on the economy and monetary policy. You can watch the full clip below. https://lnkd.in/gbbvRp7D
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REGISTER > https://lnkd.in/g-dgMcJA Discover the versatility of infrastructure investing — serving as a core component of a well-rounded portfolio. This webinar will cover: ? Taking advantage of new digital infrastructure ? Value across all interest rate environments ? Low correlations to broader market volatility ? Resilience to market downturns ? Join?Jeffrey Sayer, CFA, Vice President, Portfolio Manager of the?Ninepoint Global Infrastructure Fund?at 2:00 pm ET on Thursday, March 6th. #infrastructure #infrastructureinvesting Disclaimer: https://bit.ly/2ukaOCr
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