In this manager conversation, Sightline Wealth Management’s Warren Gerow interviews Etienne Bordeleau, Vice President, Portfolio Manager, Ninepoint Partners. A few points discussed by Warren and Etienne:
- The latest Federal Reserve Announcement and the FED’s decision to not change the rate
- Last quarter’s outlook referencing 3 possible rate cuts (0.75%) in 2024
- The mixed messages communicated in the past few quarters
- The expectation of 3 inflation reports between now and the next rate meeting, and what these reports will mean for rate cuts.
- How the recent announcements and changes in the market have influenced the portfolio allocation of Ninepoint’s Fixed Income Funds.
Etienne Bordeleau-Labrecque is Vice President, Portfolio Manager at Ninepoint Partners. With over 10 years of expertise across equities, interest rates and credit, he now focuses primarily on the firm’s Fixed Income franchise. Prior to Ninepoint’s formation, Etienne was with Sprott Asset Management (SAM) from 2012, where he worked as an Analyst and Associate Portfolio Manager, covering North American equities in the financial, energy, utility and health care sectors.
From 2008 to 2011, Étienne worked at the Bank of Canada’s Financial Stability Division where he focused on Canadian banks, particularly stress testing and the post-crisis regulatory effort.
Etienne holds a Bachelor of Science in Economics from the Université de Montréal (2008). He also obtained his MBA from the Rotman School of Management at the University of Toronto (2013), and was awarded his CFA designation in 2015.
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 Canadian Industry Regulation Organization (CIRO) 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.
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