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.
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.
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.
Read the June 2026 Market Commentary covering Canadian housing uncertainty, U.S. inflation pressures, geopolitical risks, oil prices, and the longer-term market outlook.
Read the June 2026 Market Commentary covering Canadian housing uncertainty, U.S. inflation pressures, geopolitical risks, oil prices, and the longer-term market outlook.
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% […]
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 […]
The first quarter of 2026 began on a positive note for investors, particularly in Canada, with the S&P/TSX Composite Index closing at a record high on January 28th. However, a sharp reversal of gold and silver prices during the last two trading days of January knocked over 1,200 points off the index and erased most […]
By Alfred Lam, CFA, Senior Vice-President, and Co-Head of Multi Asset, CI Global Asset Management Lessons from Past Market Cycles Without a doubt, the ongoing conflict involving Israel, the United States, and Iran has become a major driver ofmarket sentiment, prompting investors to grow increasingly cautious toward non-cash assets. Although theconflict appears likely to remain […]
Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer, CI GAM | Multi-Asset Management Future earnings matter because they determine the present value of a company. The challenge—and the source of volatility—comes from predicting those future earnings. Investor opinions on the outlook can change daily and meaningfully. Near-term earnings expectations are typically anchored in the previous […]
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