The current scenario of higher asset prices during a recession has one logical conclusion – we are in a bubble. The question is, when will it burst? As part of their January commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer, and Marchello Holditch, Vice-President and Portfolio Manager, CI GAM | Multi-Asset Management, look at […]
2020 was a year none of us will soon forget. It started strongly, with equity markets at all-time highs and unemployment near record lows. But by mid-March, a new coronavirus had reached North America after emerging overseas in late 2019. Governments around the world abruptly shuttered their economies and issued shelter-in-place orders in an effort […]
Wrapping up the final quarter of 2020, Richard Wylie, Vice-President, Investment Strategy at Assante Wealth Management discusses the possible direction of the equity markets now that the U.S. has a Democrat back in the White House. Using data and market activity from elections past, Richard looks to the potential future for U.S. equities based on what […]
As the global pandemic and tensions around racial and economic inequality persist, Americans are heading to the polls to determine their leader for the next four years. As part of their October commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, analyze three different outcomes […]
It has now been more than six months since the World Health Organization declared the global COVID-19 pandemic, upending our home and working lives. As the initial wave of infections subsided and the spread of the virus stabilized through the summer months in most parts of Canada, we adapted to the “new normal.” Heading into […]
The last few months have been one of the most unusual periods in history, and trying to figure out where we go from here can be just as confusing. As part of their monthly commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, break down […]
The following article was contributed by Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy, Assante Wealth Management and appeared in The Big Picture, September 2020 issue. The spread of the novel coronavirus and the onset of the COVID-19 pandemic set the stage for an unprecedented shuttering of the global economy this year. Along with the sharp […]
The world is full of surprises or unknowns, some of which we can anticipate, while others are harder to foresee. As part of their July Commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, take a look at the COVID-19 pandemic and the new set […]
Market Developments In a shortened week, North American equity markets rebounded from last week’s decline, weighing positive vaccine data from Pfizer and BioNTech against growing COVID-19 outbreaks in the U.S. More than 50% of states decided to halt or reverse their reopening plans, as health officials expressed concerns about the continued spread of the coronavirus. […]
As part of their June Commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, unveil their new dynamic hedging model designed to minimize the impact currency swings can have on returns, while maximizing diversification with the least cost and complexity. Alfred Lam, CFA, Senior Vice-President […]
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