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Capital Insights | 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.

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Capital Insights | CI Global Asset Management

North American Equities: From Tariffs to Tech: Lessons from 2025 and What’s Next

January 13, 2026 • Peter Hofstra

North American Equities: From Tariffs to Tech: Lessons from 2025 and What’s Next