The Alt Thinking Podcast by Ninepoint Partners

As interest rates stabilize, infrastructure stands out as a sector ripe with opportunities. Ninepoint Partners portfolio manager Jeffrey Sayer is bullish on both oil & gas and clean energy infrastructure investments as we come to the end of the Fed tightening cycle.

ETFs are growing faster than Mutual Funds. And while they’ve been around since New Kids on the Block, there are still some myths surrounding this popular investment vehicle. Ninepoint’s Warren Steinwall tells Michael Hainsworth that there are a few ways to get the most out of this low cost form of investing.

One of the world’s top energy analysts sees a disconnect in the oil market between recessionary perceptions and the reality of market fundamentals. Eric Nuttall tells Michael Hainsworth that this is creating an opportunity during the summer driving season.

How do we invest in Web3? Alex Tapscott returns to explain why he believes we need to look beyond the companies building the next generation Internet and include those dipping their toes in the water, from luxury pursemakers to coffee companies.

As an investment, private credit is just hitting its stride. Monroe Capital’s Dayna Kleinman believes it’s not too late to for Canadians to catch up to world investors and include this alternative asset class in a well diversified portfolio.

As investors, it’s possible to get in on the ground floor of the next generation Internet. Like Web 1 created a wide world of information and Web 2.0 launched social media and mobile phones, Web3 could change our relationship with anything of value. If “data is the new oil”, Web 3 could be its barrels. 

The Bond Market is giving us gifts right now. That’s what Ninepoint’s Mark Wisniewski is seeing. He’s also predicting a recession. How is he adjusting his fixed income approach? He offers three strategies.

While yields may be back for the bond component to your portfolio, alternative assets still have a place. Ninepoint’s John Wilson tells Michael Hainsworth how he’s helping clients weather the economic and geopolitical uncertainty in 2023.

After back to back negative years for fixed income, we learn why Ninepoint's bond fund manager Mark Wisniewski believes 2023 will be a turn-around year for the sector.

As we look toward a likely recession in 2023, the fear of running out of money in a bear market is growing. How is Ninepoint’s John Wilson viewing the year ahead and how is he avoiding that fear himself?