For this manager conversation, Sightline Wealth Management’s Warren Gerow speaks with Etienne Bordeleau-Labrecque, vice president and portfolio manager of Ninepoint Partners, where he is part of the fixed income team that manages a diversified bond fund, a credit opportunities fund and a credit income opportunities fund. During their conversation, Bordeleau-Labrecque offers insight into fixed income solutions offered by Ninepoint and shares what might be in store for the fixed income space for the rest of 2022.
Specifically, Gerow and Bordeleau-Labrecque discuss:
- An overview of each of the funds and their differences
- How much leverage is used in Ninepoint’s alternative strategies
- Where the funds allocate geographically and why
- The specific sectors encompassed by each fund
- The macro-outlook for fixed income and its influence on portfolio construction
- Whether or not interest rate hikes could increase if inflation continues
- Why it is important to look for more active strategies in fixed income
As always, please do not hesitate to contact us at (416) 945-6228 with any questions.
Warren Gerow is an independent investment wealth consultant at 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.
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.