A MESSAGE FROM SIGHTLINE REGARDING COVID-19
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Paul de Sousa Discusses Investing in a Post-COVID World with Wealth Professional

After more than a year of the pandemic and its corresponding lockdowns, vaccination rates are rising, the stock markets are rebounding, and economies are poised for reopening. Wealth Professional recently spoke with Sightline Wealth Management Senior Vice President and Investment Advisor Paul de Sousa on some of the best and worst steps he believes investors can take as we begin to enter a post-COVID world.

While the market outlook may seem bright after such a quick and sensational recovery, de Sousa warns that investors should not get too far ahead of themselves, especially if the U.S. Federal Reserve tapers and/or interest rates rise. Instead, it is important for investors to keep emotions in check and manage expectations if the current stimulus-fueled market run comes to a halt.

“It’s all about being prepared to be proactive rather than reactive,” says de Sousa. “The natural inclination is to squeeze every last bit of juice from the fruit. But you won’t get out at the very top or get in at the very bottom; be happy that this occurred.”

Another thing de Sousa says investors need to be aware of as we move forward is the reality that the traditional asset allocation approach of 60% stocks and 40% bonds no longer creates properly diversified portfolios. It is now crucial for investors to incorporate the right alternative investments across various asset classes.

“Alternatives provide wonderful and consistent returns but it takes an inordinate amount of time and a skilled team of individuals to do proper due diligence,” de Sousa explains. “It’s not like a traditional open-ended fund or daily liquidity, there are a lot of factors that go into it.”

Read the entire Wealth Professional article here.

 

Important 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 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. 

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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