Ninepoint Publishes 2025 Market Outlook on Trends Poised to Shape the Investment Landscape

Report Offers Valuable Insights Into Investing in Fixed Income, Energy, Global Infrastructure, Digital Assets, Precious Metals and Private Credit

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TORONTO, Dec. 18, 2024 (GLOBE NEWSWIRE) — Ninepoint Partners LP (“Ninepoint”), one of Canada’s leading alternative investment management firms, today issued a new report entitled “Ninepoint 2025 Market Outlook” that outlines the investment trends investors can expect in the coming year across a number of key sectors.

“2024 has been a year defined for investors by inflation and interest rates, with the Bank of Canada and United States Federal Reserve both cutting rates to ease pressure on consumers. Now, as we enter the new year, monetary policy divergence is set to be the story to watch in 2025,” said Ninepoint co-CEOs James Fox and John Wilson, in the report. “Across the globe, all eyes are now on the new presidential administration in the U.S. and how President-elect Donald Trump’s regulatory and policy agenda will affect investors across markets.”

Highlights from each section of the outlook include:

• Fixed Income: Expectations for fixed income in 2025 include tailwinds for short-term bond prices in countries that will see the most easing, likely Europe and Canada. Meanwhile, in the U.S., expect to see the Federal Reserve on hold and headwinds to long term bond prices as inflation risks rise and the fiscal situation deteriorates.

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  Energy: Despite the popular narrative that energy is a “sunset industry” in the face of the energy transition, the reality is that the demand for oil, natural gas and coal is expected to grow longer and stronger than the consensus belief in the year ahead.

• Global Infrastructure: Even with the new administration in Washington, the infrastructure asset class remains ideally positioned to benefit from two significant investment themes for many years ahead: the electrification of the U.S. economy and the energy transition.

• Digital Assets: With clear rules of the road and pro-crypto officials at the helm of various U.S. regulatory agencies, 2025 may finally see banks and other traditional players enter the crypto arena, potentially accelerating the growth of stablecoins and other financial applications.

• Gold: While some price sensitive physical demand is likely to be lower in 2025, central bank purchases are expected to remain well above historical trends to help fuel demand. Continuing rate cuts and concerns over global debt are also expected to continue to provide a strong tailwind for the gold price in 2025.

• Silver: Second only to oil, silver is the most widely used commodity in the world. Silver industrial use is operating at record highs, and silver industrial demand is expected to only grow in 2025.

• Private Credit: With interest rates set to continue to decrease, 2025 will likely see an uptick in deal-making activity. Borrower performance is anticipated to improve as consumer spending recovers and the cost of capital decreases, supporting stable or improving margins and encouraging expansion through new products and geographies.
  

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