Ninepoint Publishes 2024 Midyear Outlook for Alternative Investing
27 June 2024 - 1:23PM
Ninepoint Partners LP (“Ninepoint”), one of Canada’s leading
alternative investment management firms, today issued a new report
entitled “Ninepoint 2024 Midyear Outlook” that outlines alternative
investing trends in the first half of the year and looks forward to
what to expect in the back half of the 2024 and beyond.
“Canada became the first G7 country to cut interest rates in
June, signaling the start of the long-awaited rate cuts investors
have been anticipating,” said James Fox and John Wilson, co-CEOs
and Managing Partners at Ninepoint Partners. “The biggest questions
now on the minds of investors include: will there be further rate
cuts, how fast and deep might they be, and will other nations,
including the United States, follow suit..”
Key highlights from the report include:
- Fixed Income: There
is a compelling risk-reward opportunity for fixed income investors
with bond yields at 20-year highs, the likelihood of further rate
cuts and attractive income.
- Real Assets: With
monetary policies expected to ease, interest rates are likely to
fall, bond yields should drop and both infrastructure and real
estate assets should perform well.
- Precious Metals:
Gold and silver prices have made gains in 2024 with both metals
benefiting from easing monetary policy, increased geopolitical
tension and central banks buying gold.
- Energy: Given
demand continues to exceed expectations and supply constraints –
both voluntary and involuntary – global oil inventory levels are
expected to hit all-time lows.
- Digital Assets: The
regulatory headwinds facing the digital assets industry have
started to turn into tailwinds and are creating opportunities for
investors.
- Private Credit: The
rise in financing costs over the past two years, combined with
slowing economic growth, has posed significant challenges for
several businesses and created a sizable demand for flexible and
creative financing solutions.
To learn more, download the complete whitepaper here: Ninepoint
2024 Midyear Outlook
About Ninepoint Partners LP
Based in Toronto, Ninepoint Partners LP is one of Canada’s
leading alternative investment management firms overseeing
approximately $7 billion in assets under management and
institutional contracts. Committed to helping investors explore
innovative investment solutions that have the potential to enhance
returns and manage portfolio risk, Ninepoint offers a diverse set
of alternative strategies spanning Equities, Fixed Income,
Alternative Income, Real Assets, F/X and Digital Assets.
For more information on Ninepoint Partners LP, please
visit www.ninepoint.com or for inquiries regarding the
offering, please contact us at (416) 943-6707 or (866) 299-9906
or invest@ninepoint.com.
Media Inquiries: Longacre Square PartnersScott
Deveau/Kate SylvesterNinepoint@longacresquare.com646-386-0091