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CI Institutional Asset Management


CI Market Outlook

Welcome to the CI Market Outlook section. This page provides commentaries, podcasts, and presentations from CI's award winning line-up of portfolio management teams. For individual fund commentaries, visit any of the portfolio manager mini-sites by clicking on the logos below.


 
CI Digital Roadshow   CI Digital Roadshow – January 2017

Summaries
Black Creek Investment Management
Cambridge Global Asset Management
CI Multi Asset Management
Harbour Advisors
Marret Asset Management
Signature Global Asset Management

 
CI Multi-Asset Management   Portfolio Series & Portfolio Select Series

Podcasts
• Get Connected – Podcast with Yoonjai Shin – November 10, 2016

Updates
Update on market volatility – January 2016

Commentaries
Quarterly Comment – Second Quarter 2017
Quarterly Comment – First Quarter 2017
Quarterly Comment – Fourth Quarter 2016
Quarterly Comment – Third Quarter 2016

 
Signature Global Asset Management   Signature Global Asset Management

Presentations
• Get Connected – Presentation with Joshua Varghese – Intro to Signature Real Estate Pool with – May 2016

Conference Call
Conference Call with Eric Bushell – Market update conference call with Signature – Flowchart – February, 17 2016

Podcasts
• Get Connected – Podcast with Geof Marshall – Portfolio activity in the Signature income funds – August 10, 2017
• Get Connected – Podcast with Geof Marshall – U.S. politics – July 20, 2017
• Get Connected – Podcast with Geof Marshall – Bank of Canada's decision to raise interest rates – July 14, 2017
• Get Connected – Podcast with Geof Marshall – Rising interest rates and the Canadian dollar – July 6, 2017
• Get Connected – Podcast with Geof Marshall and Joshua Varghese – European banking system, Rising Rates, HBC and Real Estate – June 28, 2017
• Get Connected – Podcast with Geof Marshall – North American rates market – June 15, 2017
• Get Connected – Podcast with Kevin McSweeney – Geopolitical events and how the market has reacted – June 9, 2017
• Get Connected – Podcast with Geof Marshall – Signature High Income Fund and Signature Diversified Yield Fund – June 1, 2017
• Get Connected – Podcast with Geof Marshall – Interest rates in Canada and the U.S. – May 25, 2017
• Get Connected – Podcast with Geof Marshall – Politics in the U.S. – May 18, 2017
• Get Connected – Podcast with J.P. Bry – Impact of markets from French election results – May 9, 2017
• Get Connected – Podcast with Geof Marshall – Home Capital – May 4, 2017
• Get Connected – Podcast with Geof Marshall – French presidential election – April 27, 2017
• Get Connected – Podcast with Geof Marshall – Credit cycle – April 20, 2017
• Get Connected – Podcast with Matthew Strauss – Recent outperformance of emerging market equities over their developed market peers – April 17, 2017
• Get Connected – Podcast with Geof Marshall – Key macro themes the Signature team is watching – April 13, 2017
• Get Connected – Podcast with Geof Marshall – Trends in European retail real estate – April 6, 2017
• Get Connected – Podcast with Geof Marshall – Signature holding update: Boralex – March 30, 2017
• Get Connected – Podcast with Geof Marshall – Canadian 2017 Federal Budget – March 24, 2017
• Get Connected – Podcast with Geof Marshall – Insight into changes within the Signature High Income Fund and Signature Diversified Yield Fund portfolios – March 9, 2017
• Get Connected – Podcast with Geof Marshall – Recap of the week’s market events – March 2, 2017

Updates
Third Quarter Outlook – July 2017
Outlook 2017: The Good (economy), The Bad (policy), and The Ugly (politics) – January 2017
Adrenaline shot for capital markets – August 2016
Brexit: Much ado about something – May 2016
 
Cambridge Global Asset Management  

Cambridge Global Asset Management

Podcasts
• Get Connected – Podcast with Tyler Hildebrand – Short-term outlook on money flows – August 14, 2017
• Get Connected – Podcast with Bob Swanson – Analysis of the rise of interest rates – July 28, 2017
• Get Connected – Podcast with Bob Swanson – Bank of Canada's move to raise policy rates – July 12, 2017
• Get Connected – Podcast with Bob Swanson – Rising interest rates – July 5, 2017
• Get Connected – Podcast with Bob Swanson – Soft data versus hard data – June 1, 2017
• Get Connected – Podcast with Bob Swanson – Concerns surrounding low VIX readings – May 17, 2017
• Get Connected – Podcast with Bob Swanson – Economics in corporate earnings – May 10, 2017
• Get Connected – Podcast with Bob Swanson – Cambridge Global High Income Fund – April 21, 2017
• Get Connected – Podcast with Bob Swanson – Year-to-date flows – April 6, 2017
• Get Connected – Podcast with Bob Swanson – U.S. stock market – March 24, 2017

 
Black Creek Investment Management Inc.  

Black Creek Investment Management Inc.

Podcasts
• Get Connected – Podcast with Bill Kanko – Equity returns (5-year vs. 10-year) – July 12, 2017
• Get Connected – Podcast with Richard Jenkins – Political and economic developments in Europe and the rest of the world – June 12, 2017
• Get Connected – Podcast with Heather Peirce – Due diligence – April 26, 2017

Fund Commentaries
Quarterly Comment – Global Leaders – Second Quarter 2017
Quarterly Comment – International Equity – Second Quarter 2017
Quarterly Comment – Global Balanced – Second Quarter 2017

 
Harbour Advisors   Harbour Advisors

Presentations
Online Presentation with Roger Mortimer – November 2015
Online Presentation with Roger Mortimer – June 2015

Podcasts
• Get Connected – Podcast with Ryan Fitzgerald – Current inflation vs. deflation debate – August 1, 2017
• Get Connected – Podcast with Roger Mortimer – Looking forward to 2017 – January 3, 2017
• Get Connected – Podcast with Roger Mortimer – July 13, 2016
• Get Connected – Podcast with Roger Mortimer – May 10, 2016

Updates
Brexit Occurs – June 2016
Independence Day – June 2016
Harbour equity funds update – June 2016
Update on Harbour balanced funds – February 2016

Fund Commentaries
Quarterly Comment – Harbour Growth & Income and Harbour Global Growth & Income Corporate Class – Second Quarter 2017
Quarterly Comment – Harbour and Harbour Global Equity Corporate Class – Second Quarter 2017
 
Marret Asset Management Inc.   Marret Asset Management Inc.

Fund Commentaries
Quarterly Comment – Second Quarter 2017
CI Investment Grade Bond Comment – Second Quarter 2017
Quarterly Comment – First Quarter 2017
CI Investment Grade Bond Comment – First Quarter 2017
 
 

Staying the course in challenging markets

Concerned by high levels of volatility in financial markets? While large swings on the market are unnerving, they are in fact a normal part of investing. To help you put market volatility in perspective, we have prepared several documents, which show that equity markets have had strong returns over the long term, despite short–term volatility.

 
Five Strategies for Dealing with Difficult Markets Five Strategies for Dealing with Difficult Markets
Putting Market Volatility into Perspective Putting Market Volatility into Perspective
Case for Diversification The Case for Diversification
  Privacy & Security | Legal   Funds mentioned on this website are available to Canadian residents only. © 2017 CI Financial Corp.