Portfolio Construction - August 2020 Alfred Lam, CFA, Senior Vice-President & Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management The price of gold has rallied... read more →
Portfolio Construction - July 2020 Alfred Lam, CFA, Senior Vice-President and Chief Investment OfficerMarchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management The world is full of surprises or... read more →
EdgePoint 2nd Quarter Commentary July 10 2020 - Tye Bousada, portfolio manager Things have improved considerably since we wrote Part 1 three months ago. At this time, the worst-case scenario... read more →
EdgePoint 2nd Quarter Commentary July 10 2020 - Derek Skomorowski, investment analyst It is my humble opinion that if you write a commentary and haven’t gone out of your way... read more →
Assante Newsletter - Summer 2020 Please click below to download the Well-Advised Summer 2020 Newsletter Well-Advised-Summer-2020Download
June 29 2020 - excerpt from the EdgePoint Academy Most of our working life, we have plenty of expenses to cover – from buying a car and home to starting... read more →
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 →
April 3, 2020 - Frank Mullen, portfolio manager Volatility has been a constant in capital markets throughout history. Most years, investors foresee a risk to the economy and its underlying... read more →