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