Tag Archives: Investment Strategy

Wealth Matters Monthly Market Updates – Wednesday, January 13 at 1 p.m. EDT

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This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, Vice- President and Portfolio Manager of CI Multi- Asset Management.  In this webcast, Marchello will set the stage for CI Multi- Asset Management’s 2021 market outlook, and announce upcoming changes to the Evolution Private Managed Portfolios’ […]

Wealth Matters – Tuesday, October 13 at 1 p.m. EDT

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In addition to providing you with a recap of the financial markets year to date, we would also like to invite you to our Wealth Matters webcast, providing timely investment and global market updates and outlook. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, […]

Portfolio Construction: Where Do We Go From Here

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The last few months have been one of the most unusual periods in history, and trying to figure out where we go from here can be just as confusing. As part of their monthly commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, break down […]

July 2020 Market Commentary

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Market Developments In a shortened week, North American equity markets rebounded from last week’s decline, weighing positive vaccine data from Pfizer and BioNTech against growing COVID-19 outbreaks in the U.S. More than 50% of states decided to halt or reverse their reopening plans, as health officials expressed concerns about the continued spread of the coronavirus. […]

Dynamic Hedging – Making Your Dollar Go Further

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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 […]

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