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Commentary

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4/10/2018 | Globe & Mail - April 10, 2018
How portfolio manager Qing Ji scours the globe for outperforming stocks Globe & Mail - April 10, 2018
Portfolio manager Qing Ji was born and raised in China and, knowing her birth country, doesn’t expect the trade war with the United...
3/31/2018 | Commentary
Ninepoint Energy Strategy Market View: Apr 10/18
Below is an article stating that Saudi Arabia is targeting $80/bbl and reinforces our theme of dramatic under-investment on the part...
3/30/2018 | Commentary
Ninepoint Enhanced Equity Strategy March 2018 Commentary
Trump administration officials widely seen as key "adults" in the White House tasked with keeping President Trump's impulsive nature...
3/30/2018 | Commentary
Ninepoint Diversified Bond Fund March 2018 commentary
As discussed in our February commentary, trade wars and political instability accelerated in March. We saw a worsening of the NAFTA...
3/30/2018 | Commentary
Ninepoint Global Infrastructure Fund March 2018 Commentary
Year-to-date to March 31, the Ninepoint Global Infrastructure Fund generated a total return of -2.37% compared to the S&P Global Infrastructure...
3/30/2018 | Commentary
Ninepoint Global Real Estate Fund March 2018 Commentary
Year-to-date to March 31, the Ninepoint Global Real Estate Fund generated a total return of -1.47% compared to the FTSE EPRA/NAREIT...
3/30/2018 | Commentary
Ninepoint Global Dividend Class March 2018 Commentary
Year-to-date to March 31, the Ninepoint Focused Global Dividend Class generated a total return of 0.93% compared to the S&P Global...
3/30/2018 | Commentary
Ninepoint Focused US Dividend Class March 2018 Commentary
Year-to-date to March 31, the Ninepoint Focused US Dividend Class generated a total return of 0.54% compared to the S&P 500 Index,...
3/30/2018 | Commentary
Ninepoint Canadian Senior Debt March 2018 Commentary
The Fund completed the first tranche of its third loan this month with the financing of a five-year revolving working capital facility...
3/30/2018 | Commentary
Ninepoint Resource Class March 2018 Commentary
For the month of March, the fund’s underperformance was driven predominantly by the following factors: 1) A private investment was...

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