As part of their June Commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, unveil their new dynamic hedging model designed to minimize the impact currency swings can have on returns, while maximizing diversification with the least cost and complexity. Alfred Lam, CFA, Senior Vice-President […]
With plans for a gradual lifting of pandemic restrictions now in the frame, I hope that you and your family are keeping well and finding ways to adjust to the changing circumstances. Below you will find a summary of what took place in the markets this week, as well as some related thoughts. Market Developments […]
North American stock markets continued to climb, gaining momentum as a growing number of European countries and U.S. states continued easing measures put in place to enforce social distancing. U.S. oil prices began to recover slightly due to slowing growth in U.S. inventories and optimism that demand would increase as restrictions on businesses and the […]
Social distancing measures have undoubtably reduced the spread of COVID19 and saved lives, but have also had a significant impact on economic activity. As part of their May Portfolio Construction Update commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, discuss more on this and […]
The month of March has been unprecedented, especially in global equity markets as investors try and figure out just how bad the economic impact of the coronavirus (COVID-19) pandemic will be. In mid-March, markets declined as they began to price in the worst-case scenarios, but then a week later (after March 23rd, 2020), after economic […]
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