Alfred Lam, Senior Vice-President and Chief Investment Officer
Marchello Holditch, Vice-President and Portfolio Manager CI Multi-Asset Management
As we entered the second half of 2021, investors were focused on three main concerns:
- The COVID-19 Delta variant
- Peak growth rates, money supply and valuations
- The easing of government subsidies.
This month we’re sharing our thoughts on why—despite these concerns—it still makes sense to overweight the equity exposure in
our portfolios. September Portfolio Construction