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 […]
Investors in Canadian equities benefited again in February as the S&P/TSX Composite Index significantly outperformed the S&P 500 and Nasdaq, a trend that holds on a year to date (YTD) and rolling 1, 3- and 5-year basis. U.S. stocks also lagged European and Japanese markets in February and YTD. U.S. markets were choppy during the […]
Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer, CI GAM | Multi-Asset Management Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy, CI Assante Wealth Management Canadian housing issues remain Affordability requires sustained gains in housing starts The Canada Mortgage and Housing Corporation announced that housing starts jumped 10.9% to 282,439 units (seasonally adjusted annual rate – SAAR) […]
January was a positive start to 2026 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 the month then knocked over 1,200 points off the index and erased most of […]
Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer, CI GAM | Multi-Asset Management Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy, CI Assante Wealth Management 2025 was far from peaceful, marked by on-going war between Russia and Ukraine and trade wars initiated by America that disrupted countries, industries, and companies worldwide. After months of negotiations, several nations […]
Investment markets performed strongly in 2025, more so than many forecasters expected a year ago. Despite some significant bouts of volatility, the trend was steadily upwards for stocks, with most major North American indices hitting record highs late in December. Better-than-expected economic performance and solid corporate profits in the U.S., Europe, Japan, and Canada helped […]
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