Implications of Russia’s invasion of Ukraine and what this means for the investment landscape

The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....

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Assessing the Opportunities of Choppier Markets Requires Active Decisions

In his February market outlook, CI GAM's Alfred Lam takes a multi-asset approach and discusses the importance of active decision making during periods of market volatility....

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Rising Inflation Inevitably Leads to Bank Rate Hikes

Inflation and interest rates continue dominating news headlines as we begin 2022. Alfred Lam, explores the effect rate hikes could have on economic growth, markets and investment decisions during the year ahead....

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Energy Gridlock: The Sign of Economic Slowdown?

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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What’s driving the economic recovery?

Halfway through 2021, Alfred Lam and Marchello Holditch review what’s driving performance and their outlook for the rest of the year....

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Are Stocks Overvalued?

Cases of COVID-19 are declining and economies are re-opening. It won’t be long before the only thing that isn’t normal is interest rates....

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Running hot - Will the inflation run last?

Consumers have only had to look at the gas pump or local grocery store the past few weeks to notice the increase in inflation and consumer prices....

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