Viewpoint Investment Partners

Big week for markets! With the U.S. election, Fed decision, and tight polling, volatility is spiking. UK fiscal shifts add to bond market jitters, highlighting global policy impacts. Curious to see how it might unfold? Check out this piece by CIO Scott Smith, CFA. https://zc.vg/GDV2X?m=0 #MarketWatch #USElection #FederalReserve #Volatility #BondMarket #GlobalEconomy #FiscalPolicy #MarketTrends #Investing #FinanceNews #EconomicUpdate

We’re thrilled that Arbutus Partners found value in our piece, "The Bitter Truth: Why Your Morning Coffee Costs More & What's Brewing for the Future." The article dives into the key economic forces shaping coffee prices, from supply chain disruptions to climate-driven crop challenges. Coffee may fuel our mornings, but it also represents a powerful case study in global economics and resilience. Check it out to explore what’s affecting your favorite brew and what the future may hold for this essential industry. 🔗 https://lnkd.in/d-rQZMEn Thank you, Arbutus Partners, for helping us share these insights! #CoffeeEconomics #InvestmentInsights #SupplyChain #ClimateChange #GlobalTrends #Commodities

Gold and silver prices soar, but with the U.S. election looming, could a Republican sweep shake things up? Rising yields and crowded positions mean precious metals face a potential pullback if election outcomes disappoint. Curious about what’s next? Dive into the full analysis from CIO Scott Smith, CFA! https://zc.vg/aqezz?m=0

We’re proud to support SVP Data Science & Engineering Benjamin Reeves as he participates in this upcoming panel discussion in Toronto. It is going to be an evening of dynamic conversations around data, machine learning, and how it applies to portfolio management. We’re excited to see the insights he’ll bring to the table! Don’t miss out on this opportunity to learn from thought leaders and be part of an impactful discussion.

The Fed’s rate cuts are here, but stronger-than-expected growth and inflation risks could shake things up! 📉📈 With the U.S. election looming, markets are on edge. Get the full analysis on what this could mean for your portfolio from our CIO, Scott Smith, CFA. #Fed #Inflation #Markets #Investing #Economy https://zc.vg/aJQMe?m=0

👨💻 Our SVP of Data Science & Engineering, Benjamin Reeves, presented at another successful Tech Thursday! Discussing Realtime Generative AI, Ben showcased Viewpoint Investment Partners' continuous efforts toward driving innovation in financial markets.

We had an incredible time at the Generations of Giving Luncheon hosted by Women United! 🙌 The energy, passion, and engagement from everyone—especially the next generation of leaders—left us feeling inspired and hopeful for the future of philanthropy. From the heartfelt welcome by the grade 3 MCs to the impactful talk on Planet Youth, every moment was a reminder of the power of community. 🌟 Marigold Mioc and Susan O’Brien delivered insightful messages, and the interactive activations, including the art installation and product drive for Big Brothers Big Sisters, truly showcased the spirit of giving back. A special thank you to the team at United Way for bringing us all together and to the students from Sam Livingston Elementary School for leading the way in reimagining the future of philanthropy! 💫 #GenerationsOfGiving #WomenUnited #Philanthropy #YouthLeadership #CommunityImpact

🌍 Strategic mindset for a sustainable future 🌱 In a new episode of The Hub’s podcast, Viewpoint Investment Partner's Co-Founder Mac Van Wielingen dives into the crucial role of strategic thinking in addressing Canada’s climate challenges. His insights highlight the importance of long-term, coordinated efforts across sectors to build a truly sustainable Canadian climate strategy. Catch the full conversation for actionable ideas on driving impactful climate initiatives. 🎧 Listen here: https://shorturl.at/ozboJ #ClimateStrategy #Leadership #Sustainability #Canada 

📊 How often do you read the MFRPs for your ETFs and mutual funds? If your answer is “not much” (or “what the heck is that”), you’re not alone! The CSA is working to make these documents more reader-friendly, whether you’re an “ostrich” or a “meerkat.” Find out why in this article from Viewpoint CCO Paula Sexsmith, DMS! 🧐📈 https://lnkd.in/gHbDKWVB

Mark Spitznagel argues that diversified portfolios are a ‘big lie.’ Here’s our take on the investment strategy in the current economic climate. While we would agree with Spitznagel that we are in an environment where macroeconomic uncertainty is high, and the ground is fertile for a ‘black swan’ type of event, we would disagree that the power of diversification isn’t beneficial for investment portfolios. Historically, aversion to leverage has made it unattainable for investors to harvest the power of diversification in their investment portfolios, leaving investors with lower realized returns and insufficient protection during crisis events. However, the use of dynamic leverage through targeting a stable volatility profile can unlock the power of diversification, allowing investors to reap the benefits of a higher Sharpe ratio through higher realized returns. The dynamic application of leverage reacts to changing market conditions and aim to protect capital as volatility increases, also acting as downside protection. In conjunction with our constructive view on the benefits of diversification, we also believe that downside risk mitigation strategies have a place in investment portfolios, but that they should also be diversified. Therefore, while we believe the application of dynamic leverage to harvest the powers of diversification is a strong benefit for investment portfolios as it incorporates downside capital preservation techniques, tail-risk strategies like what Spitznagel runs can provide value from underpriced black swan events if they are structured correctly. https://lnkd.in/g_45W3Wh Scott Smith, CFA