Central banks have the delicate task of reducing inflation without triggering a recession. With further rate hikes possible in an already difficult market, caution is key. In this article by Alfred Lam, CFA, Senior Vice President and Chief Investment Officer at CI Multi-Asset Management, we look at where we see opportunity in the current investment […]
Investors continued to grapple with sticky inflation, tightening central bank policy, high oil prices and geopolitical tensions throughout April. Here’s a summary of the notable events that steered the markets. COVID-19 and market developments U.S., Canadian and global equities swung back and forth on market volatility, one moment bullishly coping and the next turning bearish, […]
In this month’s Portfolio Construction, our team at CI Multi Asset Management reviews the implications of Russia’s Invasion and what they mean to the investment landscape. Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer We are all saddened by the news of Russia’s invasion of Ukraine. We hope this war will end soon and […]
U.S., Canadian and global equities ended Q1 positively, posting gains in March, but for the overall quarter, markets were mixed. Geopolitical tensions, rising oil prices, high inflation, supply chain disruptions and central bank policy weighed on the S&P 500 Index, Nasdaq, Dow Jones, MSCI EAFE Index and global indexes. The energy-rich TSX Composite Index, on […]
Trucker protests against vaccine mandates and Russia’s attack on Ukraine with swift sanctions from the west blindsided investors in February. Here’s a summary of the notable events that steered the markets. COVID-19 and market developments U.S., Canadian and global equities ended the month essentially flat as geopolitical tensions, high inflation and anticipation of interest rate […]
This month, we look at key economic indicators and again, what our expectations are for inflation and what it means for portfolio positioning. Canadian labour market extends gains Updated figures from Statistics Canada reflected a 54,700 job gain in December 2021, following a 153,700 advance in November. By September 2021, the Canadian job market officially […]
Inflation and interest rates continue dominating news headlines, Supply chain disruptions and higher oil prices have contributed to inflation recently topping 7% in the U.S. and 4.7% in Canada and It’s widely expected the Fed and Bank of Canada will raise interest rates soon to combat inflation. In this article we explore the effect rate […]
The global economy seemed to take news about the omicron variant in its stride this December. Here’s a summary of the notable events during the month that steered the markets: COVID-19 and market developments After dipping in November, for only the second month in 2021, equity markets stabilized in December with U.S. and Canadian equities […]
The global economic recovery paused as equity markets pulled back for only the second month this year. Here’s a summary of the notable events during November that steered the markets: COVID-19 and Market Developments U.S., Canadian and global stocks closed down over concern about inflation, supply chain disruptions and a new COVID-19 strain. However, markets […]
A lot of you may have noticed that some of your favourite products and services have become more expensive, or even out-of stock. These are the side effects of central bank monetary policy and COVID-19 shutdowns. When consumer demand and inflation are going up, how can you be sure your investments do too? CI Global […]
