Archive:  2023

29
Nov
2023
Portfolio Construction: Monetizing the Tech Revolution
by Alfred Lam: CFA November 29th, 2023
When will computers and robots replace humans? It now feels we are a lot closer to being eclipsed by technology.
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It's finally becoming easier for individual investors to access Private Market Investments. So, should you add them to your portfolio?
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30
Oct
2023
Portfolio Construction: Pressures continue to Build
by Assante Wealth Planning Group October 30th, 2023 in Money Tips
Equity implied volatility is in the mid-teens, suggesting a possibility that investors have become complacent. This is happening despite a relentless increase in market interest rates, which is slowly building pressure on the system.
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19
Oct
2023
Portfolio Construction: Emerging Market Equities Are Well-Placed to Outperform
by Assante Wealth Planning Group October 19th, 2023 in Money Tips
After two years of underperformance, there was great hope as 2023 commenced that this would be the year where emerging market equities would outperform their developed market peers.
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15
Sep
2023
Portfolio Construction: A New Era of Disruptive Tech
by Alfred Lam: CFA September 15th, 2023 in Money Tips
Technology is disruptive. This statement is somewhat true, somewhat untrue.
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Kevin McSweeney (Senior VP and Portfolio Manager, CI GAM) joins the latest episode of the Wealth Wisdom Podcast to discuss Canadian equities outlook and more...
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11
Aug
2023
Inflation: So far, so good, but the road gets tougher (Portfolio Construction)
by CI Global Asset Management August 11th, 2023 in In The News
Stephen Lingard, Senior VP at CI Global Asset Management, recaps the battle against inflation and lays out the road ahead.
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Local Performance Coach Dr. Kolin Kriitmaa joins the latest episode of the Wealth Wisdom Podcast.
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10
Jul
2023
Portfolio Construction: Finding Value in Canadian Growth
by Assante Wealth Planning Group July 10th, 2023 in Money Tips
Bryan Brown (Vice-President & Portfolio Manager - Equities, CI Global Asset Management) talks about our strategy when it pertains to investing in Canadian growth stocks, along with some of his favourite selections.
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31
May
2023
Podcast: Unpacking the hiring dilemma in Canada
by John Lawson May 31st, 2023 in In The News
Tina Burke, founder of Burke Recruiting, joins us on the latest episode of the Wealth Wisdom Podcast to talk about hiring issues in Canada for business owners.
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Why does the United States actually have a debt ceiling? Alfred Lam (CFA and Senior VP, CI GAM) provides some insight into the U.S. debt ceiling in this article.
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03
May
2023
Portfolio Construction: Lessons From March’s Bank Run
by Alfred Lam: CFA May 3rd, 2023 in Money Tips
Investors began the year with an extremely optimistic belief that an economic soft landing would be achieved in the U.S. with cooling inflation and that the U.S. Federal Reserve was very close to finished hiking rates.
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Lorraine Bosha of Shield Health Advocates joins us on the latest episode of the Wealth Wisdom Podcast.
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28
Feb
2023
Portfolio Construction: A Smooth Start (For Now)
by Alfred Lam: CFA February 28th, 2023 in Money Tips
Investors’ appetites have increased as we entered 2023. CI Global Asset Management's Alfred Lam touches on that during the latest edition of Portfolio Construction.
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27
Feb
2023
Podcast: What's it like being an interior designer?
by John Lawson February 27th, 2023 in Money Tips
John Lawson is joined by his better half, Cara Lawson, to talk about her journey into the world of interior design and entrepreneurship.
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02
Feb
2023
Portfolio Construction: On the edge of recession
by Alfred Lam: CFA February 2nd, 2023 in Money Tips
Recession seems to be the dominating topic for 2023. The depth of recession and what may trigger it could be different from country to country.
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13
Jan
2023
Podcast: Reviewing 2022 Predictions & 2023 Market Outlook
by John Lawson January 13th, 2023 in Money Tips
Drummond Brodeur (Senior VP & Global Strategist, CI GAM) joins us for the first Wealth Wisdom Podcast episode of the year.
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06
Jan
2023
Portfolio Construction: Multi Asset 2023 Year Ahead Outlook
by Alfred Lam: CFA January 6th, 2023 in Money Tips
In December, we thought about family, celebrations and food. For us in the investment industry, we were thinking about the investment outlook for 2023. We can attempt to predict based on “known unknowns” and be humbled by the fact the world may also have other “unknown unknowns”.
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