October 2026 Market Commentary
Read the October 2026 Market Commentary covering U.S. monetary policy, Canadian inflation, artificial intelligence, and the outlook for bond yields.
October 19, 2026
Market Commentary
September 29, 2026
September 2026 Portfolio Construction
Read the September 2026 Portfolio Construction note on interest rates, government debt, geopolitics, artificial intelligence, and Canada’s economic outlook.
September 27, 2026
September 2026 Market Commentary
Read the September 2026 Market Commentary covering signs that Canada’s recession may be nearing an end, easing U.S. inflation, and the longer-term outlook for interest rates and artificial intelligence.
August 27, 2026
August 2026 Market Commentary
Read the August 2026 Market Commentary covering the Bank of Canada’s sixth consecutive rate hold, U.S. GDP strength versus Canada’s per capita slippage, and the longer-term outlook amid geopolitical tension in the Middle East.
July 30, 2026
July 2026 Portfolio Construction
Read the July 2026 Portfolio Construction note on Canada’s economic outlook, trade diversification, and where CI Global Asset Management sees opportunity for Canadian investors abroad.
July 27, 2026
July 2026 Market Commentary
Read the July 2026 Market Commentary covering Canada’s technical recession, per capita output, the U.S. Federal Reserve’s rate decision, oil prices, and the longer-term market outlook.
June 29, 2026
June 2026 Portfolio Construction
Read the June 2026 Market Commentary covering Canadian housing uncertainty, U.S. inflation pressures, geopolitical risks, oil prices, and the longer-term market outlook.
June 22, 2026
June 2026 Market Commentary
Read the June 2026 Market Commentary covering Canadian housing uncertainty, U.S. inflation pressures, geopolitical risks, oil prices, and the longer-term market outlook.
May 15, 2026
May 2026 Portfolio Construction
By Alfred Lam, CFA, Senior Vice-President, and Co-Head of Multi Asset, CI Global Asset Management and Richard J. Wylie, MA, CFA, Vice President, Investment Strategy, CI Assante Wealth Management Canadian inflation remains contained, despite energy price surge Gasoline prices fuel inflationary increase The latest inflation report from Statistics Canada stated that gasoline “prices surged 21.2% […]
May 14, 2026
May 2026 Market Commentary
Two months after the U.S. and Israel attack on Iran shook markets, key equity indices around the globe recovered in April from March slumps, with the S&P 500 and Nasdaq both posting double-digit gains for the month. A ceasefire announced April 8th no doubt helped propel markets higher but the Strait of Hormuz, through which […]
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