Capital Insights | CI Global Asset Management

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Welcome to the CI Global Asset Management Capital Insights podcast. Here you’ll discover what our thought leaders and portfolio managers have to say about the...

Business 189 recordings 2020 → today Every two weeks updated Jun 26
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Black Creek Global Balanced & Fixed Income Update as of June 8, 2026 contributed by Lukas · Jun 26
North American Equities: The Trumposphere and the AI-Verse: Two Forces Driving Today’s Markets contributed by Lukas · May 11
Black Creek International Update as of April 7, 2026 contributed by Lukas · Apr 13
North American Equities: What Happened in March—and What It Means for Investors contributed by Lukas · Apr 13
Geopolitics in Motion: How the Iran Conflict Is Moving Markets contributed by Lukas · Mar 11
Black Creek Global Leaders Update as of March 2, 2026 contributed by Lukas · Mar 11
North American Equities: What’s Ahead for 2026 contributed by Lukas · Feb 9
North American Equities: From Tariffs to Tech: Lessons from 2025 and What’s Next contributed by Lukas · Jan 13
North American Equities: November Volatility Chronicles contributed by Lukas · Dec 5, 2025
North American Equities: October Review — Earnings and the Road to Year-End contributed by Lukas · Nov 6, 2025
North American Equities: September Recap - AI, Policy Shifts, and Market Implications contributed by Lukas · Oct 22, 2025
North American Equities: Volatility Season Begins contributed by Lukas · Sep 11, 2025
CI International Equity Fund: Hunting Compounders Abroad contributed by Lukas · Aug 21, 2025
North American Equities: How about all time highs contributed by Lukas · Aug 15, 2025
North American Equities: June Wrap - Markets Up, Drama On contributed by Lukas · Jul 16, 2025
North American Equities: The Month of TACO Trades contributed by Lukas · Jun 11, 2025
North American Equities: Trump Time? contributed by Lukas · May 13, 2025
Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing contributed by Lukas · May 1, 2025
North American Equities: Market Insights and Political Dynamics contributed by Lukas · Apr 11, 2025
North American Equities: Insights on Navigating Volatility and Global Politics contributed by Lukas · Mar 10, 2025
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Welcome to the CI Global Asset Management Capital Insights podcast. Here you’ll discover what our thought leaders and portfolio managers have to say about the trends, events, policies and politics around the world that are creating investment risks—and opportunities.

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