By Alfred Lam, CFA, Senior Vice-President, and Head of Multi-Assets, CI Global Asset Management. A Smooth Start (for now) Investors’ appetites have increased as we entered 2023. Generally, at asset class level, the larger the loss in 2022, the larger the gain (recovery) in 2023, though this is only the data for January (see chart […]
By Alfred Lam, CFA, Senior Vice-President, and Head of Multi-Assets, CI Global Asset Management. On the Edge of Recession Recession seems to be the dominating topic for 2023. The depth of recession and what may trigger it could be different from country to country. In Canada, rising rates have led to cooling restate demand as […]
The boss of the boss: inflation It is fair to assume inflation is cooling. Supply chain disruption has eased, as evidenced by the falling commodity prices. As interest rates rise, the willingness and ability of consumers to pay up has diminished. We have seen this in the property sector as mortgage rates have more than […]
Markets rallied in July, contrary to most investors’ expectations Markets have been volatile and recently bottomed amid bearish sentiments. The S&P 500 Index fell to 3667 on June 16th and subsequently rallied back to 4130 at the end of July. So, what happened between June 16th and July 31st to drive such a significant shift? […]
The markets continue to grapple with many different variables where in isolation is difficult to get a handle on however in confluence make matters exponentially more complex. In this article, our team at CI Multi Asset Management, provides a detailed and timely breakdown of the overall Russian/ Ukraine exposure within the Assante Private Portfolios. Portfolio […]
Peter Hofstra, Senior Vice President and Senior Portfolio Manager at CI Global Asset Management shares with us his team’s process for investment and risk management. As well, we look at what is happening in the markets now, how it is different that what the last decade looked like and what it means for current stock […]
We’d like to invite you to an exclusive webcast, providing timely investment and global market updates. This session will be hosted by Roberto Katigbak, Institutional Strategist, Head of Sales and Marketing at Marret Asset Management. In this webcast, Roberto will discuss the CI Enhanced Short Duration Bond Fund (TSX: FSB, FSB.U) , an option in this ultra-low GIC […]
We’d like to invite you to our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at CI Assante Private Client and will feature Alexandra Gorewicz, Vice- President and Head of Rates at CI Global Asset Management. In this webcast, Alexandra will provide: An […]
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 […]
As part of their June Commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, unveil their new dynamic hedging model designed to minimize the impact currency swings can have on returns, while maximizing diversification with the least cost and complexity. Alfred Lam, CFA, Senior Vice-President […]
