Tag Archives: Portfolio Construction

Portfolio Construction: Red, Split, or Blue?

by

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 […]

Wealth Matters – Tuesday, October 13 at 1 p.m. EDT

by

In addition to providing you with a recap of the financial markets year to date, we would also like to invite you to our Wealth Matters webcast, providing timely investment and global market updates and outlook. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, […]

Portfolio Construction: Where Do We Go From Here

by

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 […]

Wealth Matters Weekly Market Updates – Wednesday August 5 at 1 p.m. EDT

by

We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, Vice-President and Portfolio Manager of CI Multi-Asset Management. In this webcast, Marchello will provide a mid-year review of the investment […]

Portfolio Construction – Beware the Ides of March

by

Social distancing measures have undoubtably reduced the spread of COVID19 and saved lives, but have also had a significant impact on economic activity. As part of their May Portfolio Construction Update commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, discuss more on this and […]

    Ferguson Financial Planning | CI Assante Wealth Management
    350 Burnhamthorpe Road West, Suite 500 Mississauga, ON L5B 3J1
    905-277-7933
    1-800-265-4658