Beggar thy neighbour Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager, CI Multi-Asset Management A beggar-thy-neighbor economic policy is when one country attempts... read more →
Seizing opportunities Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President CI Multi-Asset Management Over the first quarter of 2019, global economies continued to slow, Brexit... read more →
The Fed is the new macro Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President CI Multi-Asset Management As part of their March commentary, Alfred Lam,... read more →
This is what it sounds like when doves cry Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer, Multi-Asset Management & Marchello Holditch, CFA, Vice-President, Multi-Asset Management Markets roared... read more →
Hello Everyone In a world where most people tend to take their cues from mainstream media and whatever is currently driving the news, we make every effort to find our... read more →
How did investors do in 2018? by: Alfred Lam, CFA Senior Vice-President and Chief-Investment Officer, Multi-Asset Management During any extended stock market rally, a curious thing tends to occur:... read more →
Focused on risk management By: Marchello Holditch, CFA Vice-President, Multi-Asset Management Risk assets across financial markets, such as equities, high-yield bonds, real estate and currencies, have lurched lower since the... read more →
Staying on the right track By Alfred Lam, CFA Senior Vice-President and Chief Investment Officer, Multi-Asset Management Stock markets were incredibly calm in 2017 with low volatility and few down... read more →
It is all about Trump By Alfred Lam, CFA Senior Vice-President and Chief Investment Officer, Multi-Asset Management AUGUST 2018 U.S. President Donald Trump has been busy lately, imposing tariffs on... read more →
Never going out of style By: Marchello Holditch, CFA, Vice-President, Multi-Asset Management July 2018 Within equity investing, the two main investment styles are value and growth. Value investing typically consists... read more →