Tag Archives: Portfolio Construction

A New Season – What Opportunities are Driving Renewed Investor Optimism?

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In this article Alfred Lam, Senior Vice- President and Chief Investment Officer of CI GAM and Marchello Holditch, Vice- President and Portfolio Manager of CI GAM discuss how they are adjusting investment portfolios to account for forecasts related to inflation, real estate, energy and technology.  Spring has sprung! While this spring may not have the […]

Socially Responsible Investing

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With world health and climate change on the forefront of many news articles these days, Socially Responsible Investing is becoming more and more popular. Terms like ‘Environmental’, ‘Social’ and ‘Governance’ are making noise in the investment industry as investors are seeking solutions that align their personal values with their investment portfolios. In this webinar, we […]

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’ […]

Portfolio Construction: Red, Split, or Blue?

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As the global pandemic and tensions around racial and economic inequality persist, Americans are heading to the polls to determine their leader for the next four years. As part of their October commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, analyze three different outcomes […]

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 […]

Wealth Matters Weekly Market Updates – Wednesday August 5 at 1 p.m. EDT

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We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. 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 provide a mid-year review of the investment […]

Portfolio Construction – Beware the Ides of March

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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 […]

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