Capital Insights | CI Global Asset Management
Episodes
Where are we today?
11 May 2021
Contributed by Lukas
When, not if
05 May 2021
Contributed by Lukas
International Equity Portfolio Update & Outlook
26 Apr 2021
Contributed by Lukas
Keep on Keeping On
19 Apr 2021
Contributed by Lukas
U.S. Equities Update & Outlook
16 Apr 2021
Contributed by Lukas
Cambridge Canadian Dividend Fund Update
13 Apr 2021
Contributed by Lukas
Is the tide coming in or going out?
08 Apr 2021
Contributed by Lukas
Vaccine roll out - a diverse story, finding value in the market and inflation
06 Apr 2021
Contributed by Lukas
Gold: expectations going into 2021, outlook & Sentry Precious Metals fund update
06 Apr 2021
Contributed by Lukas
Sentry Small/Mid Cap Income Fund Update & Outlook
01 Apr 2021
Contributed by Lukas
Stirred, Not Shaken
18 Mar 2021
Contributed by Lukas
Sentry Canadian Income Fund Update
17 Mar 2021
Contributed by Lukas
Cambridge Canadian Dividend Fund Update
12 Mar 2021
Contributed by Lukas
February Pullback & Rates
02 Mar 2021
Contributed by Lukas
How Can Central Banks Deliver When They Have Promised too Much?
01 Mar 2021
Contributed by Lukas
Cambridge Canadian Dividend Fund Update
17 Feb 2021
Contributed by Lukas
Keep Your Eye on the Ball
11 Feb 2021
Contributed by Lukas
Canadian Equities: Portfolio Update & Outlook
11 Feb 2021
Contributed by Lukas
U.S. Equities: Earnings Season Trends and Portfolio Update
08 Feb 2021
Contributed by Lukas
Short Squeezes & Managing COVID
01 Feb 2021
Contributed by Lukas
Cryptocurrency: Double or Nothing
20 Jan 2021
Contributed by Lukas
2021 Market & Portfolio Outlook
15 Jan 2021
Contributed by Lukas
Goodbye to 2020, Hello 2021
05 Jan 2021
Contributed by Lukas
2021 U.S. Equities Outlook
31 Dec 2020
Contributed by Lukas
2021 Outlook
15 Dec 2020
Contributed by Lukas
A Vaccine, Rising Infections, and an Election Result
09 Dec 2020
Contributed by Lukas
Second wave, the U.S., Brexit and an international portfolio update
07 Dec 2020
Contributed by Lukas
Low yields, fiscal policy response and outlook
01 Dec 2020
Contributed by Lukas
Why Small Caps Now and Companies We Like
27 Nov 2020
Contributed by Lukas
How we develop a thesis around a business
26 Nov 2020
Contributed by Lukas
Canadian Team Update: Vaccine news & examining market breadth
20 Nov 2020
Contributed by Lukas
Turning the Corner
19 Nov 2020
Contributed by Lukas
Does the low-growth / low-inflation / low-rate environment continue?
17 Nov 2020
Contributed by Lukas
U.S. election, U.S. equities, and portfolio update
10 Nov 2020
Contributed by Lukas
A risk-off week, Q3 earnings, and a U.S. election
02 Nov 2020
Contributed by Lukas
An Environment of Heightened Uncertainty
26 Oct 2020
Contributed by Lukas
We Have Seen This Before
23 Oct 2020
Contributed by Lukas
Role of E-Commerce and Outlook for Canadian Equities
21 Oct 2020
Contributed by Lukas
Finding upside in safety and vulnerability
20 Oct 2020
Contributed by Lukas
Bread and Circuses
16 Oct 2020
Contributed by Lukas
Sentry U.S. Monthly Income Fund Fixed Income Positioning
14 Oct 2020
Contributed by Lukas
U.S. Policy, Elections, and the Fed Response
14 Oct 2020
Contributed by Lukas
More Volatility, Economic Stimulus, and a Sick President
07 Oct 2020
Contributed by Lukas
Global Equity Fund & Market Update
07 Oct 2020
Contributed by Lukas
US Equities: Trends, Outlook, and Portfolio Update
07 Oct 2020
Contributed by Lukas
A Winning Business from an ESG Perspective
28 Sep 2020
Contributed by Lukas
Banks, Canadian Portfolio Activity and Market Outlook
22 Sep 2020
Contributed by Lukas
Canadian Analyst Team Update
21 Sep 2020
Contributed by Lukas
Fed Policy Shift
15 Sep 2020
Contributed by Lukas
Mise à jour sur notre portefeuille international
09 Sep 2020
Contributed by Lukas
Cambridge Pure Canadian Equity Fund Update (Part 2/2)
09 Sep 2020
Contributed by Lukas
Back to School, Volatility, and a Tech Pullback
08 Sep 2020
Contributed by Lukas
An Update on Black Creek International Equity Fund
08 Sep 2020
Contributed by Lukas
Cambridge Global Smaller Companies Fund Update: Examining Restoration Hardware
02 Sep 2020
Contributed by Lukas
Cambridge Pure Canadian Equity Fund Update (Part 1/2)
02 Sep 2020
Contributed by Lukas
COVID treatments, Party Leaders, and a $2 Trillion Company
24 Aug 2020
Contributed by Lukas
Our Outlook and Fund Positioning (Part 3/3)
20 Aug 2020
Contributed by Lukas
QTD Contributors and U.S. Portfolio Activity (Part 2/3)
20 Aug 2020
Contributed by Lukas
YTD U.S. Market Recap and Narrow Market Breadth (Part 1/3)
20 Aug 2020
Contributed by Lukas
CI Harbour - Maintaining a Cautious Stance
18 Aug 2020
Contributed by Lukas
Second Quarter Earnings Season: Market Update & Positioning
18 Aug 2020
Contributed by Lukas
CI Cambridge - Opportunity in Canada: Empire
04 Aug 2020
Contributed by Lukas
CI Sentry - Opportunities in the Precious Metals Market
04 Aug 2020
Contributed by Lukas
CI CIMAM - All That Glitters is not Gold
31 Jul 2020
Contributed by Lukas
CI Black Creek - What we’re seeing in fixed income markets
30 Jul 2020
Contributed by Lukas
A Review of Sentry Small/Mid Cap Income Fund Performance
27 Jul 2020
Contributed by Lukas
Earnings, Lower Rates, and Economic Stimulus
27 Jul 2020
Contributed by Lukas
Richard Wylie podcast for the week of July 27, 2020
24 Jul 2020
Contributed by Lukas
Cambridge Bond Fund Update: RBC AT1 bond
20 Jul 2020
Contributed by Lukas
Richard Wylie podcast for the week of July 20, 2020
16 Jul 2020
Contributed by Lukas
Cambridge Global Smaller Companies: Investing like a local
16 Jul 2020
Contributed by Lukas
CI Harbour - Functioning in an artificial environment - July 13, 2020
15 Jul 2020
Contributed by Lukas
CI Sentry - Stress Tests and Positioning: Canadian Equities Update
10 Jul 2020
Contributed by Lukas
CI Black Creek - An update on international equities and our portfolio
10 Jul 2020
Contributed by Lukas
Richard Wylie podcast for the week of July 13, 2020
10 Jul 2020
Contributed by Lukas
CI Harbour - We are in an 80/20 world - June 29, 2020
09 Jul 2020
Contributed by Lukas
CI Black Creek - "What is the new normal?" - July 1, 2020
03 Jul 2020
Contributed by Lukas
Richard Wylie Podcast for the week of July 6, 2020
03 Jul 2020
Contributed by Lukas
CI Cambridge - “Opportunity in Canada: Fairfax Financial” - July 2, 2020
02 Jul 2020
Contributed by Lukas
CI Sentry - An Update on our views and positioning: U.S. Equities
30 Jun 2020
Contributed by Lukas
CI Black Creek Update - June 25, 2020
25 Jun 2020
Contributed by Lukas