Capital Insights | CI Global Asset Management
Episodes
North American Equities: November Volatility Chronicles
05 Dec 2025
Contributed by Lukas
North American Equities: November Volatility Chronicles
North American Equities: October Review — Earnings and the Road to Year-End
06 Nov 2025
Contributed by Lukas
North American Equities: October Review — Earnings and the Road to Year-End
North American Equities: September Recap - AI, Policy Shifts, and Market Implications
22 Oct 2025
Contributed by Lukas
North American Equities: September Recap - AI, Policy Shifts, and Market Implications
North American Equities: Volatility Season Begins
11 Sep 2025
Contributed by Lukas
Explore September market trends, geopolitical tensions, and AI investment insights. Learn how tariffs, central bank dynamics, and NVIDIA’s growth ar...
CI International Equity Fund: Hunting Compounders Abroad
21 Aug 2025
Contributed by Lukas
Richard Jenkins, of Black Creek investment Management, provides you with the latest insights in international investing. As a reminder, our internatio...
North American Equities: How about all time highs
15 Aug 2025
Contributed by Lukas
North American Equities: How about all time highs
North American Equities: June Wrap - Markets Up, Drama On
16 Jul 2025
Contributed by Lukas
North American Equities: June Wrap - Markets Up, Drama On
North American Equities: The Month of TACO Trades
11 Jun 2025
Contributed by Lukas
North American Equities: The Month of TACO Trades
North American Equities: Trump Time?
13 May 2025
Contributed by Lukas
North American Equities: Trump Time?
Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing
01 May 2025
Contributed by Lukas
Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing
North American Equities: Market Insights and Political Dynamics
11 Apr 2025
Contributed by Lukas
North American Equities: Market Insights and Political Dynamics
North American Equities: Insights on Navigating Volatility and Global Politics
10 Mar 2025
Contributed by Lukas
North American Equities: Insights on Navigating Volatility and Global Politics
North American Equities: Examining DeepSeek and Tariff Implications
11 Feb 2025
Contributed by Lukas
North American Equities: Examining DeepSeek and Tariff Implications
North American Equities: Looking ahead to 2025
13 Jan 2025
Contributed by Lukas
North American Equities: Looking ahead to 2025
North American Equities: Set up for an exciting 2025
05 Dec 2024
Contributed by Lukas
North American Equities: Set up for an exciting 2025
North American Equities Update: Examining how to navigate through volatility
05 Nov 2024
Contributed by Lukas
North American Equities Update: Examining how to navigate through volatility.
North American Equities: Navigating a soft landing
11 Oct 2024
Contributed by Lukas
North American Equities: Summer is Over... Back To It!
03 Sep 2024
Contributed by Lukas
North American Equities: Navigating high volatility and the economic backdrop
06 Aug 2024
Contributed by Lukas
North American Equities: 2024 is half over
03 Jul 2024
Contributed by Lukas
North American Equities: Volatility remains the game
03 Jun 2024
Contributed by Lukas
North American Equities: Volatility remains the game
North American Equities: April was a tough month for markets
07 May 2024
Contributed by Lukas
North American Equities: Q1 is in the books
01 Apr 2024
Contributed by Lukas
North American Equities: Q1 is in the books
North American Equities: Artificial Intelligence is all the rage
05 Mar 2024
Contributed by Lukas
North American Equities: Examining the employment & inflation picture, and Mega-cap earnings
06 Feb 2024
Contributed by Lukas
North American Equities: Looking ahead to 2024
04 Jan 2024
Contributed by Lukas
North American Equities: Did Santa Claus come early
06 Dec 2023
Contributed by Lukas
CI International Equity Fund - Market and Portfolio Update
29 Nov 2023
Contributed by Lukas
North American Equities: Tensions & opportunities escalate
07 Nov 2023
Contributed by Lukas
CI Global Leaders Fund - Market and Portfolio Update
26 Oct 2023
Contributed by Lukas
North American Equities: Continued theme of caution
06 Oct 2023
Contributed by Lukas
North American Equities: Market Update
06 Sep 2023
Contributed by Lukas
North American Equities: The macro environment is driving the market
11 Aug 2023
Contributed by Lukas
CI Global Balanced Fund - Investment Process Update
31 Jul 2023
Contributed by Lukas
CI Global Balanced Fund - Investment Process Update
North American Equities: Divergence in the market
07 Jul 2023
Contributed by Lukas
North American Equities: Divergence in the market
North American Equities: Market breadth continues to narrow
06 Jun 2023
Contributed by Lukas
CI Global Leaders Fund - Market and Portfolio Update
06 Jun 2023
Contributed by Lukas
North American Equities: Examining market breadth & dynamics
03 May 2023
Contributed by Lukas
North American Equities: March - what a month!
04 Apr 2023
Contributed by Lukas
CI Global Balanced Fund - Fixed Income Update
03 Apr 2023
Contributed by Lukas
North American Equities: The Goldilocks scenario we're hoping for
08 Mar 2023
Contributed by Lukas
North American Equities: It's a central bank driven market
08 Feb 2023
Contributed by Lukas
North American Equities Update: Looking ahead to 2023
05 Jan 2023
Contributed by Lukas
CI Global Balanced Fund - Fixed Income Update
04 Jan 2023
Contributed by Lukas
CI Global Leaders Fund - Market and Portfolio Update
07 Dec 2022
Contributed by Lukas
North American Equities Update: Looking back on 2022
05 Dec 2022
Contributed by Lukas
North American Equities Update: Looking back on 2022
CI Global Balanced Fund - Market and Portfolio Update
01 Dec 2022
Contributed by Lukas
CI International Equity Fund - Market and Portfolio Update
24 Nov 2022
Contributed by Lukas
North American Equities Update: Is the bottom in?
07 Nov 2022
Contributed by Lukas
Finding Winning Businesses in Volatile Markets - CI International Equity Fund Update
11 Oct 2022
Contributed by Lukas
North American Equities Update: Enduring the Pain
05 Oct 2022
Contributed by Lukas
CI International Equity Fund - Market and Portfolio Update
27 Sep 2022
Contributed by Lukas
North American Equities Update: Interest Rates, Supply Chains, Inflation and More
07 Sep 2022
Contributed by Lukas
North American Equities Update: How aggressive can central banks continue to be?
09 Aug 2022
Contributed by Lukas
North American Equities Update: Seeing good opportunities, wouldn't expect volatility to go away
05 Jul 2022
Contributed by Lukas
CI Global Balanced Fund - Fixed Income Update
20 Jun 2022
Contributed by Lukas
North American Equities Update: It's important to stay engaged with equity
09 Jun 2022
Contributed by Lukas
CI International Equity Fund - Market and Portfolio Update
26 May 2022
Contributed by Lukas
Stay engaged
05 May 2022
Contributed by Lukas
North American Equities Update
06 Apr 2022
Contributed by Lukas
CI International Equity Fund Update - Notable Impacts of the War in Ukraine
24 Mar 2022
Contributed by Lukas
CI Global Balanced Fund - Market and Portfolio Update
18 Mar 2022
Contributed by Lukas
Dimensions to monitor as Russia invades Ukraine
09 Mar 2022
Contributed by Lukas
Volatility Creates Opportunity
18 Feb 2022
Contributed by Lukas
CI Global Leader Fund - Market and Portfolio Update
16 Feb 2022
Contributed by Lukas
CI International Equity Fund - Market and Portfolio Update
26 Jan 2022
Contributed by Lukas
Dynamics to keep an eye on
04 Jan 2022
Contributed by Lukas
Multi-Asset Management Outlook 2022
20 Dec 2021
Contributed by Lukas
Omicron variant & central banks balancing act
06 Dec 2021
Contributed by Lukas
CI Black Creek Global Balanced Fund Podcast - Fixed Income Update
02 Dec 2021
Contributed by Lukas
Bridging the Gap
16 Nov 2021
Contributed by Lukas
Q3 earnings, supply chain disruptions and interest rates
02 Nov 2021
Contributed by Lukas
Earnings Season is a Tool to Rethink & International Equity Portfolio Update
02 Nov 2021
Contributed by Lukas
Taking Stock of the Energy Shortage
20 Oct 2021
Contributed by Lukas
Thinking Out Loud - You're gonna do what?!
19 Oct 2021
Contributed by Lukas
September recap: volatility & inflation concerns
05 Oct 2021
Contributed by Lukas
Supply Chains & Global Balanced Portfolio Update
17 Sep 2021
Contributed by Lukas
Staying the Course
17 Sep 2021
Contributed by Lukas
Investing in China
16 Sep 2021
Contributed by Lukas
Delta Variant, Market Update and Federal Election
08 Sep 2021
Contributed by Lukas
Our journey with responsible investing
24 Aug 2021
Contributed by Lukas
School’s Out - China’s Corporate Clampdown
18 Aug 2021
Contributed by Lukas
Delta variant, positive consumer spending, & component shortages
03 Aug 2021
Contributed by Lukas
Multi-Asset Mid-Year Update
16 Jul 2021
Contributed by Lukas
Staying positive on the economic direction, inflation and government support
05 Jul 2021
Contributed by Lukas
Global Balanced Portfolio: Fixed Income Update
05 Jul 2021
Contributed by Lukas
On The Road Again
24 Jun 2021
Contributed by Lukas
Sentry Canadian Income Fund Update
23 Jun 2021
Contributed by Lukas
Thinking Out Loud – The Fed Gets Real
17 Jun 2021
Contributed by Lukas
Thinking Out Loud with Paul Sandhu
15 Jun 2021
Contributed by Lukas
U.S. Equities: Market Outlook & Portfolio Update
11 Jun 2021
Contributed by Lukas
Reopening, inflation and the US dollar
09 Jun 2021
Contributed by Lukas
International markets & International Equity portfolio update
07 Jun 2021
Contributed by Lukas
Commodities & Sentry Resource Opportunities Class Update
03 Jun 2021
Contributed by Lukas
The thesis of a winning business in the Global Leaders portfolio
26 May 2021
Contributed by Lukas
Running Hot
20 May 2021
Contributed by Lukas
CI GAM Small/Mid Cap team: Cambridge Global Smaller Companies Fund Update
17 May 2021
Contributed by Lukas
CI GAM's Small/Mid Cap Team: Cambridge Pure Canadian Equity Fund Update
14 May 2021
Contributed by Lukas
Cambridge Canadian Dividend Fund Update
14 May 2021
Contributed by Lukas
Transitory Storm
13 May 2021
Contributed by Lukas