Please ensure you are using the most current version of Internet Explorer.

Beginning January 12, 2016, outdated versions of Internet Explorer will no longer be supported and your browsing security may be compromised. For more information click here

CI Investments
Search:       Go
    Advanced Fund Search

Home About Us Legal Contact Us CI Financial   Site Map Français
Client access
Advisor access
Products
Prices & Performance
Services
Portfolio Management
Tools and Calculators
Learning Centre
Careers
    MARKETS


 
    Related Businesses
 
CI Institutional Asset Management


CI Market Outlook

Welcome to the CI Market Outlook section. This page provides commentaries, podcasts, and presentations from CI's award winning line-up of portfolio management teams. For individual fund commentaries, visit any of the portfolio manager mini-sites by clicking on the logos below.


 
CI Digital Roadshow  

CI Digital Roadshow – January 19-21, 2016
Webcast Replay

Summaries
Black Creek Investment Management
Cambridge Global Asset Management
CI Investment Consulting
Harbour Advisors
Marret Asset Management
QV Investors
Signature Global Asset Management – Outlook for the Income Sector
Signature Global Asset Management – Global Market Outlook
Tetrem Capital Management

 
Signature Global Asset Management  

Signature Global Asset Management

Presentations
• Get Connected – Presentation with Josh Varghese – Intro to Signature Real Estate Pool with – May 2016

Webcast
• Get Connected – Webcast with Eric Bushell – September 1, 2015

Conference Call
Conference Call with Eric Bushell – Market update conference call with Signature – Flowchart – February, 17 2016
Conference Call with Eric Bushell – Market update conference call with Signature – December 16, 2015

Podcasts
• Get Connected – Podcast with Bob Lyon– Gold and oil markets – May 27, 2016
• Get Connected – Podcast with Josh Varghese – Signature’s “lower for longer” rate environment outlook, REITs performance year-to-date and key REIT holdings – May 16, 2016
• Get Connected – Podcast with Kamyar Hazaveh – Update on central bank policies – May 9, 2016
• Get Connected – Podcast with Drummond Brodeur – Currency markets, Outlook on the U.S. dollar and future interest rate increases by the Feds – April 29, 2016
• Get Connected – Podcast with Bob Lyon – Oil and energy markets, strategies by the ECB, Fed and China and expectations on oil prices – April 22, 2016
• Get Connected – Podcast with Drummond Brodeur – Macroeconomic view on China, earnings numbers, "Brexit" and the energy sector – April 15, 2016
• Get Connected – Podcast with Drummond Brodeur – US inflation, currency markets and its effect on the Japanese yen – April 8, 2016
• Get Connected – Podcast with Drummond Brodeur – First quarter 2016, U.S. data and central bank changes in strategy – April 4, 2016
• Get Connected – Podcast with Kamyar Hazaveh – Global growth, inflation and the Signature bond portfolios – March 21, 2016
• Get Connected – Podcast with Drummond Brodeur – U.S. jobs numbers, the Japanese economy and implications of zero/negative interest rates – March 4, 2016
• Get Connected – Podcast with Drummond Brodeur – Inflation numbers, CPI and current macroeconomic view – February 19, 2016
• Get Connected – Podcast with Kamyar Hazaveh – Global central banks and interest rate developments – February 12, 2016
• Get Connected – Podcast with Drummond Brodeur – Bank of Japan’s negative interest rates, U.S. jobs numbers and volatility in the currency and energy markets – February 5, 2016

Updates
Currency market update – March 2016
Corporate bond market update – February 2016
High-Yield Bonds – The Year Ahead – January 2016
Market commentary – Signature diversified income update – October 2015

Signature Global Roadmaps
Signature Global Roadmap – Fourth Quarter 2015
Signature Global Roadmap – Third Quarter 2015
Signature Global Roadmap – Second Quarter 2015
Signature Global Roadmap – First Quarter 2015

Signature Market Roundup
Signature Market Roundup – Fourth Quarter 2015
Signature Market Roundup – Third Quarter 2015
Signature Market Roundup – Second Quarter 2015
Signature Market Roundup – First Quarter 2015

 
Cambridge Global Asset Management  

Cambridge Global Asset Management

Podcasts
• Get Connected – Podcast with Bob Swanson – Market index performance, earnings season and currency markets – May 19, 2016
• Get Connected – Podcast with Bob Swanson – Currencies, Apple’s revenue decline, outlook on GDP growth and U.S. earnings numbers – May 2, 2016
• Get Connected – Podcast with Bob Swanson – Cambridge Asset Allocation Corporate Class and Cambridge High Income Fund – April 20, 2016
• Get Connected – Podcast with Bob Swanson – First quarter of 2016, an improvement in currency and equity markets and a decrease in oil inventory – April 6, 2016
• Get Connected – Podcast with Bob Swanson – Possible collaboration between G20 members regarding global interest rates and Cambridge’s cautious portfolio positioning – March 23, 2016
• Get Connected – Podcast with Bob Swanson – ECB’s recent strategy, currency stabilization and portfolio holdings update – March 11, 2016
• Get Connected – Podcast with Bob Swanson – Current economy and the strength of energy and oil – March 7, 2016
• Get Connected – Podcast with Bob Swanson – Outlook on interest rates and the economy based on current data – February 29, 2016
• Get Connected – Podcast with Bob Swanson – Key indicators and current macroeconomic view – February 19, 2016
• Get Connected – Podcast with Bob Swanson – Surprising decline in both the USD and oil – February 11, 2016
• Get Connected – Podcast with Bob Swanson – The market’s performance based on actions by the ECB, Fed and Bank of Japan and the strength of defensive stocks in this environment. – February 3, 2016

Commentaries
Quarterly Comment – First Quarter 2015
Quarterly Comment – Fourth Quarter 2014
Quarterly Comment – Third Quarter 2014

 
Black Creek Investment Management Inc.   Black Creek Investment Management Inc.

Why 2016 is similar to 1997-1998? – BNN Interview: Richard Jenkins – January 18, 2016

Podcasts
• Get Connected – Podcast with Richard Jenkins – May 25, 2016
• Get Connected – Podcast with Evelyn Huang – Chinese economy, potential opportunities and portfolio holdings – May 2, 2016
• Get Connected – Podcast with Matias Galarce – Current market conditions and how it impacts Black Creek global equity funds – April 1, 2016
• Get Connected – Podcast with Bill Kanko – Market volatility and insight into investment opportunities in India – February 25, 2016
• Get Connected – Podcast with Heather Peirce – Positioning of the Black Creek portfolios – January 29, 2016
• Get Connected – Podcast with Richard Jenkins – Portfolio update – December 18, 2015
• Get Connected – Podcast with Evelyn Huang – November 16, 2015

Fund Commentaries
Quarterly Comment – Global Leaders – First Quarter 2016
Quarterly Comment – International Equity – First Quarter 2016
Quarterly Comment – Global Balanced – First Quarter 2016

 
Tetrem Capital Management  

Tetrem Capital Management

Presentations
Online Presentation with Alec MacIsaac – May 2016
Online Presentation with Ben Ellis – December 2015
Online Presentation with Chris Comrie– November 2015

Fund Commentaries
Quarterly Comment – First Quarter 2016
Quarterly Comment – Fourth Quarter 2015
Quarterly Comment – Third Quarter 2015

 
Harbour Advisors   Harbour Advisors

Presentations
Online Presentation with Roger Mortimer – November 2015
Online Presentation with Roger Mortimer – June 2015

Podcasts
• Get Connected – Podcast with Roger Mortimer – May 10, 2016
• Get Connected – Podcast with Doug Cooper – Harbour Global Equity Corporate Class – November 30, 2015
• Get Connected – Podcast with Roger Mortimer – October 26, 2015
• Get Connected – Podcast with Roger Mortimer – September 1, 2015

Updates
Putting cash to work – February 2016
Update on Harbour balanced funds – February 2016
Update on recent market volatility – August 2015
Stock Story: Apple – January 2015
Oil Price Commentary – December 15, 2014
Stock Story: Tim Hortons – September 2014

Fund Commentaries
Quarterly Comment – Harbour and Harbour Global Equity Corporate Class – First Quarter 2016
Quarterly Comment – Harbour Growth & Income and Harbour Global Growth & Income Corporate Class – First Quarter 2016
Quarterly Comment – Harbour and Harbour Global Equity Corporate Class – Fourth Quarter 2015
Quarterly Comment – Harbour Growth & Income and Harbour Global Growth & Income Corporate Class – Fourth Quarter 2015
Quarterly Comment – Harbour Voyageur Corporate Class – Fourth Quarter 2015
 
CI Investment Consulting   Portfolio Series & Portfolio Select Series

Presentations
Online Presentation with Yoonjai Shin – June 2014

Podcasts
• Get Connected – Podcast with Yoonjai Shin – February 26, 2016

Updates
Update on market volatility – January 2016
Multi-asset investing in challenging times – August 2015
Greek referendum and its impact – July 2015

Commentaries
Quarterly Comment – First Quarter 2016
Quarterly Comment – Fourth Quarter 2015
Quarterly Comment – Third Quarter 2015
Quarterly Comment – Second Quarter 2015

Marret Asset Management Inc.   Marret Asset Management Inc.

Podcasts
• Get Connected – Podcast with Barry Allan – April 11, 2014

Fund Commentaries
Quarterly Comment – First Quarter 2016
CI Investment Grade Bond Comment – First Quarter 2016
Marret Strategic Yield Fund Comment – Fourth Quarter 2015
CI Investment Grade Bond Comment – Fourth Quarter 2015
CI Investment Grade Bond Comment – Third Quarter 2015
Quarterly Comment – Third Quarter 2015
 
 

Staying the course in challenging markets

Concerned by high levels of volatility in financial markets? While large swings on the market are unnerving, they are in fact a normal part of investing. To help you put market volatility in perspective, we have prepared several documents, which show that equity markets have had strong returns over the long term, despite short–term volatility.

 
Five Strategies for Dealing with Difficult Markets Five Strategies for Dealing with Difficult Markets
Putting Market Volatility into Perspective Putting Market Volatility into Perspective
Case for Diversification The Case for Diversification
  Funds mentioned on this website are available to Canadian residents only. © 2016 CI Financial Corp.