Ninepoint Partners LP issued a corrected release through GLOBE NEWSWIRE on June 17, 2026, saying the links to its 2026 Mid-Year Market Outlook had been updated. The corrected release is dated Toronto.
The record in the release is straightforward. Ninepoint, which describes itself as one of Canada’s leading independent investment management firms, published the report that day. It collects views from its portfolio managers on the most compelling investment opportunities for the second half. Seven areas are covered: fixed income, energy, metals and mining, gold equities, silver equities, infrastructure and digital assets.
Positions the firm states
On fixed income, the firm remains low duration. Its stated reason is that inflation pressure from energy, AI spending and tariffs has changed the U.S. rate conversation from cuts to upside risk. It expects record new issuance in credit markets to push spreads wider.
For global equities, Ninepoint says momentum will carry into the second half, helped by AI capital spending and strong earnings. Those earnings, it says, stay the key driver of returns despite macroeconomic stress.
The outlook also takes a view on energy equities. The firm believes they do not fully reflect producers’ potential cash flow if oil prices remain elevated after the Strait of Hormuz reopens.
In metals and mining, government moves to secure supply chains, build stockpiles and invest in defence are reinforcing demand for critical minerals and industrial metals. Ninepoint sees attractive valuations in silver equities and believes the multi-year gold bull cycle remains intact.
Infrastructure and digital assets round out the report. The firm expects years of above-trend infrastructure spending, in Canada and worldwide, driven by electrification and national security projects. It also says crypto has crossed from speculative technology to financial infrastructure.
Comments from the co-CEOs
James Fox said the year began with a consensus that inflation was drifting toward target and rates were falling. “The conflict in the Middle East changed that almost overnight,” he said.
John Wilson said equity markets have remained resilient despite the global uncertainty. For the second half, he said, “the question is how investors position portfolios for a much less predictable environment.”
