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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.


Brexit
 

 
Signature Global Asset Management   Signature Global Asset Management

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

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

Podcasts
• Get Connected – Podcast with Kamyar Hazaveh – Interest rates and a strategy for investing – July 8, 2016
• Get Connected – Podcast with Kamyar Hazaveh – Global macro and investment environments and fixed-income portfolios' positioning – June 10, 2016
• 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

Updates
Brexit: Much ado about something – May 2016
Currency market update – March 2016
Corporate bond market update – February 2016
High-Yield Bonds – The Year Ahead – January 2016
 
Cambridge Global Asset Management  

Cambridge Global Asset Management

Podcasts
• Get Connected – Podcast with Bob Swanson – Bank of Japan's actions – July 14, 2016
• Get Connected – Podcast with Bob Swanson – Bank of England's strategy – July 8, 2016
• Get Connected – Podcast with Bob Swanson – Update on asset class weightings for two Cambridge funds – June 30, 2016
• Get Connected – Podcast with Bob Swanson – Brexit and affect on the markets – June 20, 2016
• Get Connected – Podcast with Bob Swanson – Positive and negative outlooks for 2016 based on macroeconomic factors – June 13, 2016
• Get Connected – Podcast with Bob Swanson – The Fed increasingly losing credibility and its effect on the markets – June 3, 2016
• 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

 
Black Creek Investment Management Inc.  

Black Creek Investment Management Inc.

Podcasts
• Get Connected – Podcast with Heather Peirce – Global bond yields, inflation and the long-term focus of key portfolio holdings – July 11, 2016
• 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

Fund Commentaries
Quarterly Comment – Global Leaders – Second Quarter 2016
Quarterly Comment – International Equity – Second Quarter 2016
Quarterly Comment – Global Balanced – Second 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 – July 13, 2016
• Get Connected – Podcast with Roger Mortimer – May 10, 2016

Updates
Brexit Occurs – June 2016
Independence Day – June 2016
Harbour equity funds update – June 2016
Update on Harbour balanced funds – February 2016

Fund Commentaries
Quarterly Comment – Harbour Growth & Income and Harbour Global Growth & Income Corporate Class – Second Quarter 2016
Quarterly Comment – Harbour and Harbour Global Equity Corporate Class – First Quarter 2016
 
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

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

Marret Asset Management Inc.   Marret Asset Management Inc.

Fund Commentaries
Quarterly Comment – Second Quarter 2016
CI Investment Grade Bond Comment – Second Quarter 2016
Quarterly Comment – First Quarter 2016
CI Investment Grade Bond Comment – First Quarter 2016
 
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

 
 

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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