Capital Insights | CI Global Asset Management
Welcome to the CI Global Asset Management Capital Insights podcast. Here you’ll discover what our thought leaders and portfolio managers have to say about the trends, events, policies and politics around the world that are creating investment risks—and opportunities.
North American Equities: Volatility Season Begins
Explore September market trends, geopolitical tensions, and AI investment insights. Learn how tariffs, central bank dynamics, and NVIDIA’s growth are shaping global volatility and investor sentiment.
CI International Equity Fund: Hunting Compounders Abroad
Richard Jenkins, of Black Creek investment Management, provides you with the latest insights in international investing. As a reminder, our international fund, is primarily used to diversify client's portfolios away from Canadian and American equity markets.
North American Equities: How about all time highs
North American Equities: How about all time highs
North American Equities: June Wrap - Markets Up, Drama On
North American Equities: June Wrap - Markets Up, Drama On
North American Equities: The Month of TACO Trades
North American Equities: The Month of TACO Trades
North American Equities: Trump Time?
North American Equities: Trump Time?
Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing
Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing
North American Equities: Market Insights and Political Dynamics
North American Equities: Market Insights and Political Dynamics
North American Equities: Insights on Navigating Volatility and Global Politics
North American Equities: Insights on Navigating Volatility and Global Politics
North American Equities: Examining DeepSeek and Tariff Implications
North American Equities: Examining DeepSeek and Tariff Implications
North American Equities: Looking ahead to 2025
North American Equities: Looking ahead to 2025
North American Equities: Set up for an exciting 2025
North American Equities: Set up for an exciting 2025
North American Equities Update: Examining how to navigate through volatility
North American Equities Update: Examining how to navigate through volatility.
North American Equities: Navigating a soft landing
North American Equities: Summer is Over... Back To It!
North American Equities: Navigating high volatility and the economic backdrop
North American Equities: 2024 is half over
North American Equities: Volatility remains the game
North American Equities: Volatility remains the game
North American Equities: April was a tough month for markets
North American Equities: Q1 is in the books
North American Equities: Q1 is in the books
North American Equities: Artificial Intelligence is all the rage
North American Equities: Examining the employment & inflation picture, and Mega-cap earnings
North American Equities: Looking ahead to 2024
North American Equities: Did Santa Claus come early
CI International Equity Fund - Market and Portfolio Update
North American Equities: Tensions & opportunities escalate
CI Global Leaders Fund - Market and Portfolio Update
North American Equities: Continued theme of caution
North American Equities: Market Update
North American Equities: The macro environment is driving the market
CI Global Balanced Fund - Investment Process Update
CI Global Balanced Fund - Investment Process Update
North American Equities: Divergence in the market
North American Equities: Divergence in the market
