Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management We are in an investment environment with greater volatility, particularly in... read more →
Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management First and foremost, we hope you and your family are doing... read more →
Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management Much like the soothsayer in William Shakespeare’s Julius Caesar, governments warned... read more →
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 →