[Winter 2026 GPS] Canada: A Long Way To Go, But There Is Hope

We continue on the theme of Canada's opportunities to establish a strong independent economy and the challenges along the way...

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[Winter 2026 GPS] The US: Still the Land of Unpredictability

In last year's newsletters we indicated that the Trump Administration's trade and foreign policies would engender a climate of unpredictability for financial markets until term ends in 2029. Unfortunately we've been correct so far!...

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Rethinking Downside Protection in Fast Markets

Markets don’t fall for the same reasons twice. Find out why downside protection is often an illusion—and why speed matters more than style or sector selection....

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CI Global Asset Management Panel Discussion – January 2026

From energy to AI, 2026 is full of opportunities and risks. Explore the details of our panel discussion for effective strategies and key insights to grow your portfolio....

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Review of 2025 and What to Expect in 2026

AI investment is accelerating, but can monetization match the momentum? Explore the forces behind the pervasive market volatility and why some see the makings of a bubble....

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Introducing River Road: Absolute Value Investing in U.S. Equities

River Road, a newly appointed CI sub-advisor, shares how they uncover hidden gems, avoid value traps and apply their overall absolute investing philosophy. Read the full interview to discover their conviction-driven strategy....

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[Fall 2025 GPS] Markets: AI bubble?

Is there an AI bubble in the stock market or not? Does it matter?...

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The Power of Scale

The ultimate driver of value in today’s markets is scale. Find out how this hidden ingredient separates small business from trillion-dollar valuations....

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AI’s Second Act and How to Capitalize On It

Discover how the rise of AI-enabled physical robotics could reshape the job market, drive innovation and create new investment opportunities in tech and equities....

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