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Capital Insights | CI Global Asset Management

CI Global Asset Management

Welcome to the CI Global Asset Management Capital Insights podcast. Here you’ll discover what our thought leaders and portfolio managers have to say about the trends, events, policies and politics around the world that are creating investment risks—and opportunities.

Episodes
North American Equities: Examining the employment & inflation picture, and Mega-cap earningsFebruary 06, 2024
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North American Equities: Looking ahead to 2024January 04, 2024
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North American Equities: Did Santa Claus come earlyDecember 06, 2023
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CI International Equity Fund - Market and Portfolio UpdateNovember 29, 2023
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North American Equities: Tensions & opportunities escalateNovember 07, 2023
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CI Global Leaders Fund - Market and Portfolio UpdateOctober 26, 2023
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North American Equities: Continued theme of cautionOctober 06, 2023
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North American Equities: Market UpdateSeptember 06, 2023
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North American Equities: The macro environment is driving the marketAugust 11, 2023
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CI Global Balanced Fund - Investment Process UpdateJuly 31, 2023
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North American Equities: Divergence in the marketJuly 07, 2023
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North American Equities: Market breadth continues to narrowJune 06, 2023
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CI Global Leaders Fund - Market and Portfolio UpdateJune 06, 2023
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North American Equities: Examining market breadth & dynamicsMay 03, 2023
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North American Equities: March - what a month!April 04, 2023
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CI Global Balanced Fund - Fixed Income UpdateApril 03, 2023
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North American Equities: The Goldilocks scenario we're hoping forMarch 08, 2023
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North American Equities: It's a central bank driven marketFebruary 08, 2023
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North American Equities Update: Looking ahead to 2023January 05, 2023
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CI Global Balanced Fund - Fixed Income UpdateJanuary 04, 2023
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CI Global Leaders Fund - Market and Portfolio UpdateDecember 07, 2022
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North American Equities Update: Looking back on 2022December 05, 2022
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CI Global Balanced Fund - Market and Portfolio UpdateDecember 01, 2022
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CI International Equity Fund - Market and Portfolio UpdateNovember 24, 2022
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North American Equities Update: Is the bottom in?November 07, 2022
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