The global pandemic has changed Canadians’ lives in many ways. The isolation that continues in many parts of the country is trying even the most patient among us. There are, however some good news stories. Here’s one that has positive repercussions across the country from both business and health perspectives. A coffee shop, in Toronto, […]
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 […]
Tax season is now behind us, and the garden centres are opening, and there are good reasons to be optimistic about the coming months. The global economic recovery is continuing at a fast pace. At a press conference on April 21, 2021, the Bank of Canada indicated that it expects global GDP to grow by […]
As part of their April commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer, and Marchello Holditch, Vice-President and Portfolio Manager, CI GAM | Multi-Asset Management, look back at their market outlook for the year to talk about which investment and economic themes are playing out as expected, and what risks and opportunities they’re looking […]
On the final day of March 2021, the Canadian government announced a partnership with Sanofi Pasteur, the vaccines division of global pharmaceutical firm Sanofi, to build a vaccine manufacturing facility in Ontario. While the facility will take five years to build, and will not help curb the current pandemic, it will have the capacity to […]
In this article Alfred Lam, Senior Vice- President and Chief Investment Officer of CI GAM and Marchello Holditch, Vice- President and Portfolio Manager of CI GAM discuss how they are adjusting investment portfolios to account for forecasts related to inflation, real estate, energy and technology. Spring has sprung! While this spring may not have the […]
Kicking off the first quarter of 2021, Richard Wylie and Toshi Okada retrace the whiplash North American equities endured last year. The shock of the COVID-19 pandemic triggered a pronounced economic contraction and unprecedented job losses, only to be followed by record expansions in both countries. As Richard and Toshi explain, the rebound reflects confidence […]
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 […]
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