Mark-to-Market Isn’t Giving You the Complete Picture

What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....

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Markets rallied in July, contrary to most investors’ expectations

In contrast to gloomy expectations, markets rallied to close out July. Balancing bearish investors, a hawkish Fed, and mixed market indicators, we are taking a cautious approach as more surprises are likely to come....

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What’s After the Storm?

Short-term market challenges are a distraction from the big picture. The real concern is what comes next. In this update we explore five key considerations for a solid long-term investment philosophy....

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It Is a Tougher Game When Central Banks Turn Hawkish

Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....

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Declines All Around, but Opportunities to Be Had

Central banks have the delicate task of reducing inflation without triggering a recession. With further rate hikes possible in an already difficult market, caution is key. Here’s where we see opportunity in the current investment landscape....

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Inflation Is Not the Only Challenge

The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....

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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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Concerned about inflation?

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

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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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