By our sub-advisors, Munro Partners They manage both a U.S. equity mandate and a global mandate for our program. They are based in Australia and are known as growth investors. The sun is shining again We understand it’s difficult to be optimistic when global economies are slowing, geopolitics are continuously challenging, and many are struggling […]
Alfred Lam, CFA, Senior Vice-President, and Co-Head of Multi Asset, CI Global Asset Management Our 2024 Wish List As we enter a new year, we consider the following a “wish list”: lower inflation, lower interest rates, higher investment value and, last but not least, peace! As inflation continues to decline, central banks have signaled their […]
In today’s changing world of money and investments, it’s really important to understand what happens when interest rates go up. For people who are smart with their money, dealing with these changes isn’t just about protecting what they have. It’s also about seeing new chances and making smart choices for the future. In this article, […]
Capital markets bounced back in November, solidifying the status of 2023 as a comeback year. Read the November 2023 Market Commentary here. Here’s a summary of the main events that steered the markets: Monthly market developments Equities posted strong monthly gains driven by investor optimism that central banks might be finished with rate hikes. The […]
In October, financial markets were fragile as investors reacted cautiously to geopolitical tensions in the Middle East. Read the October 2023 Market Commentary here. Here’s a summary of the main events that steered the markets: Monthly market developments Despite a final day rally driven by tech stocks and corporate earnings, equity markets declined in October […]
https://www.youtube.com/watch?v=mHBwkGXsNP0&t=1s Saving money is a vital part of financial planning, and finding the right savings vehicle is crucial in achieving your financial goals. Designed to help the younger generation save for their first home, the First Home Savings Account (FHSA) offers several advantages. But it’s important to recognize whether opening one right away, or delaying […]
Investors held onto their recent gains in July. Read the July 2023 Market Commentary here. Here’s a summary of the events that steered the markets. Monthly market developments U.S., Canadian and global equities had another positive month with the S&P 500 Index in particular notching its fifth straight month of gains. Most sectors contributed including […]
May was a mixed bag for investors. Read the May 2023 Market Commentary here. Here’s a summary of the notable events that steered the markets. Monthly market developments Equities were broadly flat as the banking sector, falling oil prices and the U.S. debt ceiling drama in Congress weighed on performance. The main exception was the […]
Buying a house is a significant investment, especially for unmarried couples with blended families. Lucas and Elsa are in this situation, with six children and an agreement in place regarding what happens to their home if their relationship doesn’t work out. However, they have overlooked an important aspect of their estate planning. What happens if […]
It was “all’s well that ends well” for investors in March as following a swift response from central banks to a mid-month scare involving banking stocks, markets rallied and continued their good start to 2023. Read the March 2023 Market Commentary here. Here’s a summary of the main events that steered the markets: Monthly market […]
