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 […]
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 […]
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, […]
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 […]
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