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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
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

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

Conference Call
Conference Call with Eric Bushell – Market update conference call with Signature – December 16, 2015

Podcasts
• 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
• Get Connected – Podcast with Drummond Brodeur – Bank of Japan's surprise move & U.S. GDP announcement for the fourth quarter – January 29, 2016
• Get Connected – Podcast with Bob Lyon – Oil and energy markets – January 14, 2016
• Get Connected – Podcast with Drummond Brodeur – Chinese stock market & economy and the U.S. jobs data – January 8, 2016
• Get Connected – Podcast with Drummond Brodeur – Recap of recent market events and economic outlook for 2016 – December 18, 2015
• Get Connected – Podcast with Darren Arrowsmith – Update on the high-yield credit market – December 11, 2015
• Get Connected – Podcast with Drummond Brodeur – Update on recent economic and monetary policy developments – December 4, 2015
• Get Connected – Podcast with Kamyar Hazaveh – Update on recent economic and monetary policy developments – November 30, 2015
• Get Connected – Podcast with Matthew Strauss – November 20, 2015
• Get Connected – Podcast with Ryan Fitzgerald – November 20, 2015
• Get Connected – Podcast with Bob Lyon – November 17, 2015
• Get Connected – Podcast with Drummond Brodeur – November 6, 2015

Updates
High-Yield Bonds – The Year Ahead – January 2016
Market commentary – Signature diversified income update – October 2015
Market commentary – August 2015
Thoughts on the Greek debt crisis – July 2015
Signature High Income Fund and Signature Diversified Yield II Fund Mid-year update – July 2014
Signature Soundbites – Outlook on technology and financials by John Hadwen and Malcolm White – June 2014

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 – Third Quarter 2015
Signature Market Roundup – Second Quarter 2015
Signature Market Roundup – First Quarter 2015
Signature Market Roundup – Fourth Quarter 2014
 
Cambridge Global Asset Management   Cambridge Global Asset Management

Podcasts
• 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
• Get Connected – Podcast with Bob Swanson – Relationship between Canadian and U.S. banks and the price of oil – January 22, 2016
• Get Connected – Podcast with Bob Swanson – Comparing Canada’s current market conditions to global markets – January 15, 2016
• Get Connected – Podcast with Bob Swanson – Current market conditions and update on portfolio holdings – January 8, 2016
• Get Connected – Podcast with Bob Swanson – Positioning of the Cambridge portfolios – December 15, 2015
• Get Connected – Podcast with Bob Swanson – December 9, 2015
• Get Connected – Podcast with Bob Swanson – Cautious outlook on the markets – November 27, 2015
• Get Connected – Podcast with Bob Swanson – November 13, 2015
• Get Connected – Podcast with Bob Swanson – October 29, 2015
• Get Connected – Podcast with Bob Swanson – October 14, 2015
• Get Connected – Podcast with Bob Swanson – October 2, 2015
• Get Connected – Podcast with Bob Swanson – September 22, 2015

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 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 – Fourth Quarter 2014
Quarterly Comment – International Equity – Fourth Quarter 2014
Quarterly Comment – Global Balanced – Fourth Quarter 2014
Quarterly Comment – Global Leaders – Third Quarter 2015
Quarterly Comment – International Equity – Third Quarter 2015
Quarterly Comment – Global Balanced – Third Quarter 2015

 
Tetrem Capital Management  

Tetrem Capital Management

Presentations
Online Presentation with Ben Ellis – December 2015
Online Presentation with Chris Comrie– November 2015
Online Presentation with Alec MacIsaac – September 2015
Online Presentation with Amar Pandya – June 2015

Fund Commentaries
Quarterly Comment – Third Quarter 2015
Quarterly Comment – Second 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 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
• Get Connected – Podcast with Roger Mortimer – August 12, 2015
• Get Connected – Podcast with Stephen Jenkins – July 28, 2015
• Get Connected – Podcast with Doug Cooper – Japan trip takeaways – July 17, 2015
• Get Connected: Second Quarter Review – Podcast with Roger Mortimer – July 15, 2015
• Get Connected – Podcast with Stephen Jenkins – June 9, 2015
• Get Connected – Podcast with Roger Mortimer – June 2, 2015
• Get Connected – Podcast with Phil D'Iorio – March 27, 2015

Updates
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 – 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
Quarterly Comment – Harbour Growth & Income and Harbour Global Growth & Income Corporate Class – Third Quarter 2015
Quarterly Comment – Harbour and Harbour Global Equity Corporate Class – Third Quarter 2015
Quarterly Comment – Harbour Voyageur Corporate Class – Third Quarter 2015
 
CI Investment Consulting  

Portfolio Series & Portfolio Select Series

Presentations
Online Presentation with Yoonjai Shin – June 2014

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

Marret Asset Management Inc.   Marret Asset Management Inc.

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

Fund Commentaries
CI Investment Grade Bond Comment – Third Quarter 2015
Quarterly Comment – Third Quarter 2015
CI Investment Grade Bond Comment – Second Quarter 2015
Quarterly Comment – Second Quarter 2015
Quarterly Comment – First 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.

 
Canadian Market Recovery After Financial Crises Canadian Market Recovery After Financial Crisis
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.