Advisor Interview – Interest Rates, Inflation and Bonds: Uncovering the Path Ahead

At Sightline Wealth Management, we believe our entire team is greater than the sum of its parts. To help you become familiar with our entire investment advisory team, we’ve introduced the Advisor Interview Series. In this series, each advisor engages in a one-on-one discussion with Sightline’s Warren Gerow, providing insightful perspectives on various aspects of the markets and the economy and illustrating how we assist clients in safeguarding their wealth during times of volatility

After a historic period of aggressive rate hikes, the Bank of Canada and the Federal Reserve are now adopting a dovish tone, maintaining benchmark rates at 5% and 5.25% to 5.5%, respectively. While future rate hikes are not entirely off the table, recent data indicates a slowdown in inflation, leading many investors to feel optimistic about future monetary policies. Against this backdrop, Sightline’s Warren Gerow and Katherine Gordon sat down to help investors understand what this may mean for their portfolios as we head into the new year.

Some of the specific topics discussed include:

  • Why the current inflation rate may be more complex than it appears and the factors signaling the potential need for further monetary tightening from central banks.
  • How the outlook for inflation and monetary policy in the new year differs between Canada and the U.S.
  • Why the bond market may decouple from interest rates, causing bond rates to be higher for longer in 2024.
  • Where the capital may come from to fund government deficits once interest rates begin to decrease.
  • Why the macro environment is making bonds more attractive and where investors can find opportunities within the fixed-income market.
  • How interest rates are impacting Canadian mortgage rates and the potential outlook for the real estate market.

If you have any questions about interest rates or are interested in allocating more towards bonds in your portfolio, please do not hesitate to contact one of our experienced investment advisors today by calling (416) 943-4383 or via email at

Important Information: 

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

Any views or expressions of an opinion is subjective to the speaker and does not constitute a recommendation. Sightline Wealth Management cannot guarantee the accuracy or timeliness of such information 

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.

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. 

Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.

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