Alfred Lam, CFA, Senior Vice-President, and Head of Multi-Assets, CI Global Asset Management. Technology is disruptive. This statement is somewhat true, somewhat untrue. Since the introduction of the personal computer in the ‘80s, human beings have experienced growing exposure to technology which changes how we “normally” do things. The first-generation personal computer performed basic computation, […]
Investors held onto their recent gains in July. Read the July 2023 Market Commentary here. Here’s a summary of the events that steered the markets. Monthly market developments U.S., Canadian and global equities had another positive month with the S&P 500 Index in particular notching its fifth straight month of gains. Most sectors contributed including […]
Stephen Lingard, SVP, Co-Head of Multi-Asset, CIGAM Portfolio Management. Headline inflation has been the single biggest macro factor affecting financial markets over the past 18 months due to the resulting impact on global monetary policy. Central banks around the world have scurried to remove monetary accommodation by raising short-term policy rates at the fastest pace […]
Bryan Brown, Vice-President & Portfolio Manager – Equities, CI Global Asset Management Finding Value in Canadian Growth One of our Canadian growth strategy is to invest in industry leaders in earnings and free cash flow growth, prioritizing companies with expected growth that compares favourably to the past. It is important to highlight that we view […]
The 2023 recovery continued in June. Read the June 2023 Market Commentary here. Here’s a summary of the notable events that steered the markets. Monthly market developments U.S., Canadian and global equities ended the month, quarter and first half of 2023 in positive territory. Technology was again the leading sector with the Nasdaq logging its […]
2023 Federal Tax Canada’s Finance Minister, the Honourable Chrystia Freeland, tabled the 2023 federal budget on March 28, 2023. Canada’s economy is now 103% the size it was before the pandemic, marking the fastest recovery of the last four recessions, and the second strongest recovery in the G7. The unemployment rate is near its record […]
May was a mixed bag for investors. Read the May 2023 Market Commentary here. Here’s a summary of the notable events that steered the markets. Monthly market developments Equities were broadly flat as the banking sector, falling oil prices and the U.S. debt ceiling drama in Congress weighed on performance. The main exception was the […]
By Alfred Lam, CFA, Senior Vice-President, and Head of Multi-Assets, CI Global Asset Management. Is the U.S. Print-To-Pay Policy Coming to an End? In our lives, we often deal with uncertainties. Some are “known unknowns”, meaning we were aware of the event/issue but uncertain about the outcome; some are “unknown unknowns”, meaning no one saw […]
GST/HST Treatment of Payment Card Clearing Services Budget 2023 proposes to amend the GST/HST definition of “financial service” to clarify that payment card clearing services rendered by a payment card network operator are excluded from the definition to ensure that such services generally continue to be subject to the GST/HST. This measure would apply to […]
2023 Federal Tax Canada’s Finance Minister, the Honourable Chrystia Freeland, tabled the 2023 federal budget on March 28, 2023. Canada’s economy is now 103% the size it was before the pandemic, marking the fastest recovery of the last four recessions, and the second strongest recovery in the G7. The unemployment rate is near its record […]
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