Episodes
North American Equities: Q1 is in the booksApril 01, 2024
North American Equities: Artificial Intelligence is all the rageMarch 05, 2024
North American Equities: Examining the employment & inflation picture, and Mega-cap earningsFebruary 06, 2024
North American Equities: Looking ahead to 2024January 04, 2024
North American Equities: Did Santa Claus come earlyDecember 06, 2023
CI International Equity Fund - Market and Portfolio UpdateNovember 29, 2023
North American Equities: Tensions & opportunities escalateNovember 07, 2023
CI Global Leaders Fund - Market and Portfolio UpdateOctober 26, 2023
North American Equities: Continued theme of cautionOctober 06, 2023
North American Equities: Market UpdateSeptember 06, 2023
North American Equities: The macro environment is driving the marketAugust 11, 2023
CI Global Balanced Fund - Investment Process UpdateJuly 31, 2023
North American Equities: Divergence in the marketJuly 07, 2023
North American Equities: Market breadth continues to narrowJune 06, 2023
CI Global Leaders Fund - Market and Portfolio UpdateJune 06, 2023
North American Equities: Examining market breadth & dynamicsMay 03, 2023
North American Equities: March - what a month!April 04, 2023
CI Global Balanced Fund - Fixed Income UpdateApril 03, 2023
North American Equities: The Goldilocks scenario we're hoping forMarch 08, 2023
North American Equities: It's a central bank driven marketFebruary 08, 2023
North American Equities Update: Looking ahead to 2023January 05, 2023
CI Global Balanced Fund - Fixed Income UpdateJanuary 04, 2023
CI Global Leaders Fund - Market and Portfolio UpdateDecember 07, 2022
North American Equities Update: Looking back on 2022December 05, 2022
CI Global Balanced Fund - Market and Portfolio UpdateDecember 01, 2022