Strong Emerging Market Rally Masks Energy Concerns
Emerging market equities fell 13% in the first month after the war with Iran began but recovered all of that
Without a doubt, the ongoing conflict involving Israel, the United States and Iran has become a major driver of market sentiment, prompting investors to grow
Future earnings matter because they determine the present value of a company. The challenge - and the source of volatility - comes from predicting those future
Investing—whether in fixed income or equities—is rarely a smooth, linear journey. Because of this, many investors place a high value on “downside protection”
This month, teams across CI Global Asset Management pooled their experience to deliver a panel discussion addressing a range of key global investment issues. We
2025 was far from peaceful, marked by ongoing war between Russia and Ukraine and trade wars initiated by America that disrupted countries, industries and
We recently hired River Road Asset Management, LLC, based in Louisville, Kentucky, to manage our U.S. equity, value-style mandate. River Road employs 46 people
There are currently nine companies in the S&P 500 with market capitalizations exceeding $1 trillion. The largest among them is Nvidia Corp., valued at $4.55
It is not “if” robots will compete but when
Humans have been worried about robots replacing them for over four decades. Until recently, the closest invention
This month, we sat down with Kevin McSweeney, Senior Vice-President, Portfolio Manager & Lead for our Canadian Equity Alpha mandate. With over 25 years of
This month, we interviewed Nick Griffin, Chief Investment Officer and founding partner of Munro Partners. He and his investment team are based in Australia and
This month, we interviewed Matthew Strauss, the portfolio manager of our emerging markets mandate. Mr. Strauss has over 25 years of investment experience and is