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 29, 2026
Market Commentary
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 […]
April 30, 2026
April 2026 Market Commentary
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 […]
April 30, 2026
April 2026 Portfolio Construction
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 […]
March 27, 2026
March 2026 Portfolio Construction
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 […]
March 27, 2026
March 2026 Market Commentary
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 […]
February 25, 2026
February 2026 Portfolio Construction
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) […]
February 25, 2026
February 2026 Market Commentary
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 […]
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