Capital Insights | CI Global Asset Management
By CI Global Asset Management
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by CI Global Asset Management
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 1
Reviews: 0
Episodes: 107
Description
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.
| Episode | Date |
|---|---|
|
Black Creek Global Balanced & Fixed Income Update as of June 8, 2026
|
Jun 29, 2026 |
|
Black Creek International Update as of April 7, 2026
|
Apr 13, 2026 |
|
Black Creek Global Leaders Update as of March 2, 2026
|
Mar 11, 2026 |
|
CI International Equity Fund: Hunting Compounders Abroad
|
Aug 21, 2025 |
|
Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing
|
May 01, 2025 |
|
CI International Equity Fund - Market and Portfolio Update
|
Nov 29, 2023 |
|
CI Global Leaders Fund - Market and Portfolio Update
|
Oct 26, 2023 |
|
CI Global Balanced Fund - Investment Process Update
|
Jul 31, 2023 |
|
CI Global Leaders Fund - Market and Portfolio Update
|
Jun 06, 2023 |
|
CI Global Balanced Fund - Fixed Income Update
|
Apr 03, 2023 |
|
CI Global Balanced Fund - Fixed Income Update
|
Jan 04, 2023 |
|
CI Global Leaders Fund - Market and Portfolio Update
|
Dec 07, 2022 |
|
CI Global Balanced Fund - Market and Portfolio Update
|
Dec 01, 2022 |
|
CI International Equity Fund - Market and Portfolio Update
|
Nov 24, 2022 |
|
Finding Winning Businesses in Volatile Markets - CI International Equity Fund Update
|
Oct 11, 2022 |
|
CI International Equity Fund - Market and Portfolio Update
|
Sep 27, 2022 |
|
CI Global Balanced Fund - Fixed Income Update
|
Jun 20, 2022 |
|
CI International Equity Fund - Market and Portfolio Update
|
May 26, 2022 |
|
CI International Equity Fund Update - Notable Impacts of the War in Ukraine
|
Mar 24, 2022 |
|
CI Global Balanced Fund - Market and Portfolio Update
|
Mar 18, 2022 |
|
CI Global Leader Fund - Market and Portfolio Update
|
Feb 16, 2022 |
|
CI International Equity Fund - Market and Portfolio Update
|
Jan 26, 2022 |
|
Multi-Asset Management Outlook 2022
|
Dec 20, 2021 |
|
CI Black Creek Global Balanced Fund Podcast - Fixed Income Update
|
Dec 02, 2021 |
|
Bridging the Gap
|
Nov 16, 2021 |
|
Earnings Season is a Tool to Rethink & International Equity Portfolio Update
|
Nov 02, 2021 |
|
Taking Stock of the Energy Shortage
|
Oct 20, 2021 |
|
Supply Chains & Global Balanced Portfolio Update
|
Sep 17, 2021 |
|
Staying the Course
|
Sep 17, 2021 |
|
Investing in China
|
Sep 16, 2021 |
|
Our journey with responsible investing
|
Aug 24, 2021 |
|
School’s Out - China’s Corporate Clampdown
|
Aug 18, 2021 |
|
Multi-Asset Mid-Year Update
|
Jul 16, 2021 |
|
Global Balanced Portfolio: Fixed Income Update
|
Jul 05, 2021 |
|
On The Road Again
|
Jun 24, 2021 |
|
Sentry Canadian Income Fund Update
|
Jun 23, 2021 |
|
U.S. Equities: Market Outlook & Portfolio Update
|
Jun 11, 2021 |
|
International markets & International Equity portfolio update
|
Jun 07, 2021 |
|
The thesis of a winning business in the Global Leaders portfolio
|
May 26, 2021 |
|
Running Hot
|
May 20, 2021 |
|
CI GAM's Small/Mid Cap Team: Cambridge Pure Canadian Equity Fund Update
|
May 14, 2021 |
|
Cambridge Canadian Dividend Fund Update
|
May 14, 2021 |
|
Where are we today?
|
May 11, 2021 |
|
International Equity Portfolio Update & Outlook
|
Apr 26, 2021 |
|
Keep on Keeping On
|
Apr 19, 2021 |
|
U.S. Equities Update & Outlook
|
Apr 16, 2021 |
|
Cambridge Canadian Dividend Fund Update
|
Apr 13, 2021 |
|
Is the tide coming in or going out?
|
Apr 08, 2021 |
|
Sentry Small/Mid Cap Income Fund Update & Outlook
|
Apr 01, 2021 |
|
Sentry Canadian Income Fund Update
|
Mar 17, 2021 |
|
Cambridge Canadian Dividend Fund Update
|
Mar 12, 2021 |
|
Cambridge Canadian Dividend Fund Update
|
Feb 17, 2021 |
|
Keep Your Eye on the Ball
|
Feb 11, 2021 |
|
Canadian Equities: Portfolio Update & Outlook
|
Feb 11, 2021 |
|
U.S. Equities: Earnings Season Trends and Portfolio Update
|
Feb 08, 2021 |
|
Cryptocurrency: Double or Nothing
|
Jan 20, 2021 |
|
2021 Market & Portfolio Outlook
|
Jan 15, 2021 |
|
2021 U.S. Equities Outlook
|
Dec 31, 2020 |
|
2021 Outlook
|
Dec 15, 2020 |
|
Second wave, the U.S., Brexit and an international portfolio update
|
Dec 07, 2020 |
|
Low yields, fiscal policy response and outlook
|
Dec 01, 2020 |
|
Why Small Caps Now and Companies We Like
|
Nov 27, 2020 |
|
How we develop a thesis around a business
|
Nov 26, 2020 |
|
Canadian Team Update: Vaccine news & examining market breadth
|
Nov 20, 2020 |
|
Turning the Corner
|
Nov 19, 2020 |
|
Does the low-growth / low-inflation / low-rate environment continue?
|
Nov 17, 2020 |
|
U.S. election, U.S. equities, and portfolio update
|
Nov 10, 2020 |
|
An Environment of Heightened Uncertainty
|
Oct 26, 2020 |
|
We Have Seen This Before
|
Oct 23, 2020 |
|
Role of E-Commerce and Outlook for Canadian Equities
|
Oct 21, 2020 |
|
Finding upside in safety and vulnerability
|
Oct 20, 2020 |
|
Bread and Circuses
|
Oct 16, 2020 |
|
U.S. Policy, Elections, and the Fed Response
|
Oct 14, 2020 |
|
Sentry U.S. Monthly Income Fund Fixed Income Positioning
|
Oct 14, 2020 |
|
US Equities: Trends, Outlook, and Portfolio Update
|
Oct 07, 2020 |
|
A Winning Business from an ESG Perspective
|
Sep 28, 2020 |
|
Banks, Canadian Portfolio Activity and Market Outlook
|
Sep 22, 2020 |
|
Canadian Analyst Team Update
|
Sep 21, 2020 |
|
Fed Policy Shift
|
Sep 15, 2020 |
|
Mise à jour sur notre portefeuille international
|
Sep 09, 2020 |
|
An Update on Black Creek International Equity Fund
|
Sep 08, 2020 |
|
COVID treatments, Party Leaders, and a $2 Trillion Company
|
Aug 24, 2020 |
|
Our Outlook and Fund Positioning (Part 3/3)
|
Aug 20, 2020 |
|
QTD Contributors and U.S. Portfolio Activity (Part 2/3)
|
Aug 20, 2020 |
|
YTD U.S. Market Recap and Narrow Market Breadth (Part 1/3)
|
Aug 20, 2020 |
|
CI Harbour - Maintaining a Cautious Stance
|
Aug 18, 2020 |
|
Second Quarter Earnings Season: Market Update & Positioning
|
Aug 18, 2020 |
|
CI Sentry - Opportunities in the Precious Metals Market
|
Aug 04, 2020 |
|
CI Cambridge - Opportunity in Canada: Empire
|
Aug 04, 2020 |
|
CI CIMAM - All That Glitters is not Gold
|
Jul 31, 2020 |
|
CI Black Creek - What we’re seeing in fixed income markets
|
Jul 30, 2020 |
|
A Review of Sentry Small/Mid Cap Income Fund Performance
|
Jul 27, 2020 |
|
Earnings, Lower Rates, and Economic Stimulus
|
Jul 27, 2020 |
|
Richard Wylie podcast for the week of July 27, 2020
|
Jul 24, 2020 |
|
Cambridge Bond Fund Update: RBC AT1 bond
|
Jul 20, 2020 |
|
Richard Wylie podcast for the week of July 20, 2020
|
Jul 16, 2020 |
|
Cambridge Global Smaller Companies: Investing like a local
|
Jul 16, 2020 |
|
CI Harbour - Functioning in an artificial environment - July 13, 2020
|
Jul 15, 2020 |
|
CI Sentry - Stress Tests and Positioning: Canadian Equities Update
|
Jul 10, 2020 |
|
CI Black Creek - An update on international equities and our portfolio
|
Jul 10, 2020 |
|
Richard Wylie podcast for the week of July 13, 2020
|
Jul 10, 2020 |
|
CI Harbour - We are in an 80/20 world - June 29, 2020
|
Jul 09, 2020 |
|
Richard Wylie Podcast for the week of July 6, 2020
|
Jul 03, 2020 |
|
CI Black Creek - "What is the new normal?" - July 1, 2020
|
Jul 03, 2020 |
|
CI Cambridge - “Opportunity in Canada: Fairfax Financial” - July 2, 2020
|
Jul 02, 2020 |
|
CI Sentry - An Update on our views and positioning: U.S. Equities
|
Jun 30, 2020 |
|
CI Black Creek Update - June 25, 2020
|
Jun 25, 2020 |