Sightline Conversations: The Role of Behavioural Changes

With the Nasdaq leading the pack, the recent reprieve from market volatility continued last week thanks to attractive returns that were bolstered from the strong technology sector. However, despite the market’s recent stability, several economic indicators still raise some concerns. In their latest conversation, Sightline’s Paul de Sousa and Warren Gerow discuss this discrepancy while also examining the important role that behavioural changes will play as we begin to head into a new normal. Additionally, de Sousa and Gerow also discuss:

• The potential for market pullbacks in the new normal
• The importance of looking beyond the headlines and remaining cautious
• The current state of the bond market
• How negative interest rates may or may not affect the economy
• Oil and energy sectors’ rebound and potential to stay strong
• Where mining equities might head moving forward

Throughout this conversation, de Sousa and Gerow continue to stress that during this unprecedented time, uncertainty still reigns supreme. As a result, it is crucial to stay cautious and remain aware of the potential for more volatility as we start to move forward.

Important Information:  

Warren Gerow is an independent investment wealth consultant to Sightline Wealth Management.

Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts. 

Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.

The opinions and information contained in this article are those of Sightline Wealth Management (“Sightline”) as of the date of this article and are subject to change without notice. Sightline endeavors to ensure that the content has been compiled from sources that we believe to be reliable. The information is not meant to be used as the primary basis of investment decisions and should not be constructed as advice. Each investor should obtain independent advice before making any investment decisions.