Ninepoint Partners Releases Insights for 2025 Investment Trends
TORONTO – Ninepoint Partners LP, a prominent alternative investment management firm in Canada, has unveiled its latest report titled “Ninepoint 2025 Market Outlook.” This comprehensive analysis explores expected investment trends for the upcoming year across various key sectors.
“This year has been characterized by high inflation and fluctuating interest rates, prompting both the Bank of Canada and the U.S. Federal Reserve to implement cuts to alleviate consumer pressure. As we look toward 2025, the divergence in monetary policies promises to be a significant focal point,” noted Ninepoint co-CEOs James Fox and John Wilson in the report. “With the advent of a new presidential administration in the U.S., all eyes are on President-elect Donald Trump’s policy and regulatory plans and their impact on investors across the board.”
Investment Insights by Sector
Key highlights from the report include:
- Fixed Income: In 2025, short-term bond prices in regions like Europe and Canada are expected to benefit from easing measures. Conversely, in the U.S., the Federal Reserve may take a more cautious approach, leading to downward pressure on long-term bond prices due to rising inflation risks and a deteriorating fiscal landscape.
- Energy: Contrary to the prevailing belief that the energy sector is waning, demand for oil, natural gas, and coal is projected to remain robust and increase in the coming year.
- Global Infrastructure: The infrastructure sector is well-positioned to capitalize on two major investment themes in the wake of the new U.S. administration: the electrification of the economy and the ongoing energy transition.
- Digital Assets: With regulatory clarity and supportive government officials in key roles, 2025 could usher in a wave of participation from banks and traditional financial players in the cryptocurrency market, potentially boosting the adoption of stablecoins and other financial innovations.
- Gold: While physical demand for gold may dip slightly, central bank purchases are likely to stay significantly above historical averages, bolstering overall demand. Ongoing rate cuts and concerns surrounding global debt will likely provide strong support for gold prices in 2025.
- Silver: Following oil, silver ranks as the most widely utilized commodity worldwide. The industrial consumption of silver is at an all-time high, with expectations for increased demand in 2025.
- Private Credit: As interest rates continue to decline, a rise in deal-making activity is anticipated for 2025. Improved borrower performance is expected due to recovering consumer spending and lower capital costs, paving the way for stable margins and growth through product and geographic expansion.
About Ninepoint Partners LP
Headquartered in Toronto, Ninepoint Partners LP is a leader in Canada’s alternative investment landscape, managing approximately $7 billion in assets and institutional contracts. The firm is dedicated to providing investors with innovative investment alternatives aimed at enhancing returns and managing portfolio risk, offering a diverse range of alternative strategies across Equities, Fixed Income, Alternative Income, Real Assets, F/X, and Digital Assets.
Contact Information
For additional information about Ninepoint Partners LP, interested parties may reach out via phone at (416) 943-6707, (866) 299-9906, or through email at invest@ninepoint.com.
Media Inquiries:
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Disclaimer: The opinions and projections included in this report are solely those of Ninepoint Partners LP and are subject to change without prior notice. While every effort is made to source information from reliable channels, the firm assumes no responsibility for any direct or indirect losses stemming from its use. Recipients should consult their personal advisors for guidance tailored to their circumstances.
