November 2020- Portfolio Construction
Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer
Marchello Holditch, CFA, CAIA, Vice-President and Portfolio Manager
CI Multi-Asset Management
The COVID-19 pandemic has drastically changed our lifestyles, but as we close the book on 2020 there’s a sense we may finally be turning the corner. As part of their November commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, look at how recent trends have played out in the investment markets, and your portfolios, and what a 2021 vaccine could mean for a return to “normal.”
Read the full commentary by downloading this PDF:
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