Capital Insights | CI Global Asset Management

40 Episodes
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By: 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: The Month of TACO Trades
06/11/2025

North American Equities: The Month of TACO Trades


North American Equities: Trump Time?
05/13/2025

North American Equities: Trump Time?


Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing
05/01/2025

Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing


North American Equities: Market Insights and Political Dynamics
04/11/2025

North American Equities: Market Insights and Political Dynamics


North American Equities: Insights on Navigating Volatility and Global Politics
03/10/2025

North American Equities: Insights on Navigating Volatility and Global Politics


North American Equities: Examining DeepSeek and Tariff Implications
02/11/2025

North American Equities: Examining DeepSeek and Tariff Implications


North American Equities: Looking ahead to 2025
01/13/2025

North American Equities: Looking ahead to 2025


North American Equities: Set up for an exciting 2025
12/05/2024

North American Equities: Set up for an exciting 2025


North American Equities Update: Examining how to navigate through volatility
11/05/2024

North American Equities Update: Examining how to navigate through volatility.


North American Equities: Navigating a soft landing
10/11/2024


North American Equities: Summer is Over... Back To It!
09/03/2024


North American Equities: Navigating high volatility and the economic backdrop
08/06/2024


North American Equities: 2024 is half over
07/03/2024


North American Equities: Volatility remains the game
06/03/2024

North American Equities: Volatility remains the game


North American Equities: April was a tough month for markets
05/07/2024


North American Equities: Q1 is in the books
04/01/2024

North American Equities: Q1 is in the books


North American Equities: Artificial Intelligence is all the rage
03/05/2024


North American Equities: Examining the employment & inflation picture, and Mega-cap earnings
02/06/2024


North American Equities: Looking ahead to 2024
01/04/2024


North American Equities: Did Santa Claus come early
12/06/2023


CI International Equity Fund - Market and Portfolio Update
11/29/2023


North American Equities: Tensions & opportunities escalate
11/07/2023


CI Global Leaders Fund - Market and Portfolio Update
10/26/2023


North American Equities: Continued theme of caution
10/06/2023


North American Equities: Market Update
09/06/2023


North American Equities: The macro environment is driving the market
08/11/2023


CI Global Balanced Fund - Investment Process Update
07/31/2023

CI Global Balanced Fund - Investment Process Update


North American Equities: Divergence in the market
07/07/2023

North American Equities: Divergence in the market


North American Equities: Market breadth continues to narrow
06/06/2023


CI Global Leaders Fund - Market and Portfolio Update
06/06/2023


North American Equities: Examining market breadth & dynamics
05/03/2023


North American Equities: March - what a month!
04/04/2023


CI Global Balanced Fund - Fixed Income Update
04/03/2023


North American Equities: The Goldilocks scenario we're hoping for
03/08/2023


North American Equities: It's a central bank driven market
02/08/2023


North American Equities Update: Looking ahead to 2023
01/05/2023


CI Global Balanced Fund - Fixed Income Update
01/04/2023


CI Global Leaders Fund - Market and Portfolio Update
12/07/2022


North American Equities Update: Looking back on 2022
12/05/2022

North American Equities Update: Looking back on 2022


CI Global Balanced Fund - Market and Portfolio Update
12/01/2022