All posts by: Steven Ferguson

December 2021 Market Commentary

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The global economic recovery paused as equity markets pulled back for only the second month this year. Here’s a summary of the notable events during November that steered the markets: COVID-19 and Market Developments U.S., Canadian and global stocks closed down over concern about inflation, supply chain disruptions and a new COVID-19 strain. However, markets […]

November 2021 Market Commentary

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After swooning at the end of September, the first pullback this year, equity markets rallied in October helping the global economy to begin Q4 optimistically and continue on its post-pandemic march. Here’s a summary of this past month’s notable market-related events. COVID-19 and Market Developments Improving worldwide COVID-19 trends and overall healthy U.S. corporate earnings […]

October 2021 Market Commentary

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A raft of risk-related news temporarily halted the global economy’s post-pandemic march in September. Here’s a summary of the notable events during this past month that steered the markets: COVID-19 and market developments U.S., Canadian and global stocks dipped over concern about inflation, the U.S. debt ceiling, the Evergrande crisis in China and speculation on […]

September 2021 Market Commentary

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In August, the global economy continued to recover and expand, but it was a topsy-turvy month due to events in Afghanistan, the Delta variant spreading and speculation about the Fed’s “bond taper”. Here’s a summary of this past month’s notable market-related events. COVID-19 and market developments U.S., Canadian and global stocks notched a seventh straight […]

August 2021 Market Commentary

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As we entered the second half of 2021, the global economy’s climb back from the pandemic hasstarted shifting from recovery to expansion. Here’s a summary of this past month’s notable market-related events. COVID-19 and market developments After mid-month jitters over inflation and the Delta variant, U.S., Canadian and global markets rebounded and posted a sixth […]

July 2021 Market Commentary

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The global economy continued to recover in helped by the rollout of COVID-19 vaccines, U.S. fiscal stimulus programs and supportive monetary policies from the Fed and other major central banks. Here are a few updates on this past month’s notable market-related events. COVID-19 and market developments U.S., Canadian and global markets rallied despite inflation, cryptocurrency […]

Running Hot – Will the Inflation Run Last?

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Consumers only need to look at the gas pump or local grocery store to notice inflation and prices have increased. CI Global Asset Management’s Alfred Lam and Marchello Holditch’s latest commentary explores what drives inflation, and answer the big question – will this run last? Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, […]

How Past Market Events Changed Investor Behaviour Today

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In this month’s Portfolio Construction commentary,  Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer and Marchello Holditch, CFA, CAIA, Vice-President and Portfolio Manager of CI GAM | Multi-Asset Management review how our recent memories of the last 2 major market corrections helped to shape how many investors reacted to the COVID-19 market dip. Alfred […]

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