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Previous Thoughts

  • Why Now for Ninepoint American Growth Fund: Shifting Leadership Favors an Active Approach
    Weekly Thought
    October 19, 2026
    Why Now for Ninepoint American Growth Fund: Shifting Leadership Favors an Active Approach
    With U.S. market gains concentrated in tech, could the next opportunity lie elsewhere? Discover why shifting leadership makes the case for active growth investing.
    Equities
  • Q3 Earnings Preview – What We are Watching
    Weekly Thought
    October 13, 2026
    Q3 Earnings Preview – What We are Watching
    The stock market has held up well this year despite a growing set of risks. This includes rapidly rising yields - the U.S. 10-year Treasury yield rose 53 basis points in September alone and 82…
    Equities
  • The Muse is Loose
    Weekly Thought
    September 28, 2026
    The Muse is Loose
    In the 2008 film Iron Man, Tony Stark doesn't use his computer so much as talk to it. His AI assistant, JARVIS, runs his house, manages his schedule, handles his business and occasionally talks him…
    Equities

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