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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 2018

Summaries
Black Creek Investment Management
Cambridge Global Asset Management
CI Multi Asset Management
Harbour Advisors
Marret Asset Management
Signature Global Asset Management
Sentry Investments

 
CI Multi-Asset Management   CI Multi-Asset Management

Commentaries
Select Income Managed Corporate Class Update – September 2018
Portfolio Series & Portfolio Select Series – Second Quarter 2018
Portfolio Series & Portfolio Select Series – First Quarter 2018
Market Volatility – February 2018
Portfolio Series & Portfolio Select Series – Fourth Quarter 2017
Portfolio Series & Portfolio Select Series – Third Quarter 2017

 
Signature Global Asset Management   Signature Global Asset Management

The Signature Philosophy (video)
CIO Eric Bushell explains how Signature's unique team philosophy, structure, and culture are necessary to navigate today’s increasingly complex global markets.

Get Connected Podcasts
• October 11, 2018 – Recent market volatility – Geof Marshall
• October 4, 2018 – New NAFTA agreement – Josh Varghese
• September 28, 2018 – Canadian energy sector – Geof Marshall
• September 21, 2018 – Impact of NAFTA negotiations – Geof Marshall
• September 13, 2018 – Interest rate hikes in Turkey – Geof Marshall
• September 6, 2018 – Emerging market stresses – Geof Marshall
• August 23, 2018 – Signature Corporate Bond Fund – Geof Marshall
• August 16, 2018 – Turkey's currency crisis – Geof Marshall
• August 9, 2018 – Prospect of Tesla going private – Geof Marshall
• August 3, 2018 – Signature income funds and Sentry Alternative Asset Income fund – Geof Marshall
• July 13, 2018 – Bank of Canada interest rate hike – Geof Marshall
• May 24, 2018 – Federal Open Market Committee and inflation – Geof Marshall
• April 20, 2018 – Overview of the market and Canadian economy – Geof Marshall
• April 6, 2018 – Signature's "income asset classes for income" strategy – Geof Marshall

Commentaries
Signature Outlook - Q4 2018 – October 2018
Market Commentary – Sentry Global REIT Fund – September 2018
Market Commentary – Sentry Global REIT Fund – August 2018
Signature Outlook - Q3 2018 – July 2018
Signature team to manage Sentry REIT funds Webcast summary – June 2018

Signature Blog
Subscribe to the Signature blog to get the latest market and portfolio insights from the team.

 
Cambridge Global Asset Management   Cambridge Global Asset Management

The Cambridge Philosophy (video)
Principal and CIO Brandon Snow explains how the Cambridge philosophy creates long-term value for clients through active management, focus on absolute returns and downside protection, and ownership mentality.

Get Connected Podcasts
• October 29, 2018 – Cambridge’s underweight equity asset allocation – Bob Swanson
• October 9, 2018 – Key sectors driving the U.S. economy – Bob Swanson
• July 16, 2018 – Positive economic momentum – Bob Swanson
• May 28, 2018 – Historical correlation between asset classes – Bob Swanson
• May 7, 2018 – Market's reaction to strong equity earnings – Bob Swanson
• March 29, 2018 – Cambridge Asset Allocation Corporate Class – Bob Swanson
• March 7, 2018 – Geopolitical disruption – Bob Swanson
• February 26, 2018 – Fund flows – Tyler Hildebrand
• February 11, 2018 – Movement of interest rates – Bob Swanson
• January 30, 2018 – Cambridge Asset Allocation Corporate Class (CAA) – Bob Swanson
• January 12, 2018 – Markets and money flows – Tyler Hildebrand

Cambridge Blog
Subscribe to the Cambridge blog to get the latest market and portfolio insights from the team.

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

The Black Creek Philosophy (video)
Chairman and Managing Director Richard Jenkins explains the Black Creek philosophy of thinking long term, thinking like business owners and thinking independently. He also describes their process of selecting securities to create a focused portfolio with high active share.

Get Connected Podcasts
• October 11, 2018 – Current equity markets – Bill Kanko
• August 24, 2018 – Strong performance of U.S. equities – Heather Peirce
• July 13, 2018 – Black Creek's long-term market views – Richard Jenkins
• April 10, 2018 – Recent trip to India – Heather Peirce
• February 12, 2018 – "What now?" for the global economy – Bill Kanko
• January 29, 2018 – International and global markets – Richard Jenkins

Fund Commentaries
Black Creek Global Leaders Fund – Third Quarter 2018
Black Creek International Equity Fund – Third Quarter 2018
Black Creek Global Balanced Fund – Third Quarter 2018

 
Harbour Advisors   Harbour Advisors

Get Connected Podcasts
• December 29, 2017 – Harbour's investment approach going into 2018 – Ryan Fitzgerald
• November 10, 2017 – Sentry Growth and Income Fund – Peter Hofstra
• November 1, 2017 – Political and economic developments in the U.S., Europe and China – Roger Mortimer
• August 21, 2017 – Meet Pete – Peter Hofstra
• August 1, 2017 – Current inflation vs. deflation debate – Ryan Fitzgerald

Commentaries
Harbour Fund, Harbour Global Equity Corporate Class & CI Canadian Investment Fund – Second Quarter 2018
Harbour Growth & Income Fund and Harbour Global Growth & Income Corporate Class – Second Quarter 2018
Market update – February 2018

Harbour Blog
Subscribe to the Harbour blog to get the latest market insights from the team.

 
Marret Asset Management Inc.   Marret Asset Management Inc.

Fund Commentaries
CI Investment Grade Bond Fund – Second Quarter 2018
Marret Short Duration High Yield Fund and Marret High Yield Bond Fund – Second Quarter 2018
 
 

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

 

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