The Alt Thinking Podcast by Ninepoint Partners Michael Hainsworth

After back to back negative years for fixed income, we learn why Ninepoint's bond fund manager Mark Wisniewski believes 2023 will be a turn-around year for the sector.

As we look toward a likely recession in 2023, the fear of running out of money in a bear market is growing. How is Ninepoint’s John Wilson viewing the year ahead and how is he avoiding that fear himself?

With predictions that interest rates will continue to climb and the housing market will fall 30%, what is an investor in the mortgage market to think? RiverRock MIC’s Nick Kyprianou offers his insight into the numbers and explains why he’s staying the course.

Interest rates are expected to continue to soar. How do you hedge against the increased cost of borrowing? Monroe Capital’s Chairman and CEO Theodore L. Koenig tells Michael Hainsworth that for some investors, Private Debt is a solution going into a potential recession in 2023.

New! Many small businesses have trouble getting financing while institutional and high-net-worth investors have difficulty finding an investment similar to fixed income that provides a high return in a low interest rate environment. Fortunately, they can both benefit from private debt.

As a recession looms in 2023, energy investments are being hit by fears of a drop in demand. But as Eric Nuttall tells us, the markets aren’t considering the other side of the equation: supply.