Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management Generally, stock markets fall dramatically for two reasons: 1) new... read more →
Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management Markets started the year with a lift from the phase one... read more →
Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management Stock and bond markets have rallied significantly since 2009 when central... read more →
Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management World stock markets have posted strong returns this year as... read more →
Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager, CI Multi-Asset Management What are your thoughts on the fixed-income market today? The... read more →
Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management I’ve written in the past about an extreme divergence between the... read more →
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 →
The Power of Zeros Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management It has been 10 years since... 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 →