Tag Archives: Portfolio Management

November 2023 Portfolio Construction

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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 […]

October 2023 Portfolio Construction

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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 […]

September 2023 Portfolio Construction

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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 […]

July 2023 Portfolio Construction

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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 […]

March 2023 Portfolio Construction

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By James Dutkiewicz, CFA, Senior Vice President, and Head of Fixed Income, CI Global Asset Management. Fixed Income Commentary The battle between slowing overall economic activity and stubborn inflation continues to rage in most geographies. Central banks in these regions have increased short rates very sharply over the past year. Generally, the results have been […]

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