After the holiday season rally, the forecast was for a performance hangover in January, but it ended up being “steady as she goes” for investors. Here’s a summary of the main events that steered the markets. Monthly market developments Despite dipping at the end January after the Fed signaled rate cuts aren’t imminent, U.S., Canadian […]
Alfred Lam, CFA, Senior Vice-President, and Co-Head of Multi Asset, CI Global Asset Management Our 2024 Wish List As we enter a new year, we consider the following a “wish list”: lower inflation, lower interest rates, higher investment value and, last but not least, peace! As inflation continues to decline, central banks have signaled their […]
The beginning and the end of 2023 were like night and day for investors. The year started with trepidation after a turbulent 2022, but ended with optimism as inflation eased and equities posted handsome returns. Equities and bonds This was a comeback year as U.S., Canadian and global equities achieved double-digit gains. U.S. stocks in […]
Capital markets bounced back in November, solidifying the status of 2023 as a comeback year. Read the November 2023 Market Commentary here. Here’s a summary of the main events that steered the markets: Monthly market developments Equities posted strong monthly gains driven by investor optimism that central banks might be finished with rate hikes. The […]
By: Alfred Lam, MBA, CFA, Senior Vice-President, Co-Head of Multi-Asset Vice-President, Investment Strategy CI GAM Portfolio Management and; Richard J. Wylie, MA, CFA, Vice-President, Investment StrategyCI GAM Portfolio Management CI Assante Wealth Management What will happen to interest rates in 2024? Bank of Canada extends “pause” As can be seen in the graph above, the […]
In October, financial markets were fragile as investors reacted cautiously to geopolitical tensions in the Middle East. Read the October 2023 Market Commentary here. Here’s a summary of the main events that steered the markets: Monthly market developments Despite a final day rally driven by tech stocks and corporate earnings, equity markets declined in October […]
By Stephen Lingard, MBA, CFA, Senior Vice-President, and Co-Head of Multi-Asset, CI Global Asset Management Pressure Continues to Build Equity implied volatility is in the mid-teens, suggesting a possibility that investors have become complacent. This is happening despite a relentless increase in market interest rates, which is slowly building pressure on the system. After a […]
Interest rates, inflation and a slowing economy were top of mind for investors in September as the month and third quarter ended on a low note. Read the September 2023 Market Commentary here. Here’s a summary of the main events that steered the markets: Monthly market developments Equity markets dipped for the second straight month […]
By Matthew Strauss, Senior Vice-President, Portfolio Manager & Lead – Global Equities, CI Global Asset Management. Emerging Market Equities Are Well-Placed to Outperform After two years of underperformance, there was great hope as 2023 commenced that this would be the year where emerging market equities would outperform their developed market peers. The re-opening of the […]
August has historically been a weak-performing month for investors and it once again lived up to its reputation. Read the August 2023 Market Commentary here. Here’s a summary of the main events that steered the markets: Monthly Market Commentary Equity markets ended August lower but remain up year to date. U.S. indexes were pulled down […]
Subscribe to our newsletter to stay update with the latest insights, articles, and webinars.
