Capital Insights - From CI Global Asset Management

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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.

CI Global Asset Management


    • Oct 22, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 7m AVG DURATION
    • 179 EPISODES


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    Latest episodes from Capital Insights - From CI Global Asset Management

    North American Equities: September Recap - AI, Policy Shifts, and Market Implications

    Play Episode Listen Later Oct 22, 2025 5:25


    North American Equities: September Recap - AI, Policy Shifts, and Market Implications

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    North American Equities: Volatility Season Begins

    Play Episode Listen Later Sep 11, 2025 7:09


    Explore September market trends, geopolitical tensions, and AI investment insights. Learn how tariffs, central bank dynamics, and NVIDIA's growth are shaping global volatility and investor sentiment.

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    CI International Equity Fund: Hunting Compounders Abroad

    Play Episode Listen Later Aug 21, 2025 12:11


    Richard Jenkins, of Black Creek investment Management, provides you with the latest insights in international investing. As a reminder, our international fund, is primarily used to diversify client's portfolios away from Canadian and American equity markets. 

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    North American Equities: How about all time highs

    Play Episode Listen Later Aug 15, 2025 7:34


    North American Equities: How about all time highs

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    North American Equities: June Wrap - Markets Up, Drama On

    Play Episode Listen Later Jul 16, 2025 5:48


    North American Equities: June Wrap - Markets Up, Drama On

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    North American Equities: The Month of TACO Trades

    Play Episode Listen Later Jun 11, 2025 6:04


    North American Equities: The Month of TACO Trades

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    North American Equities: Trump Time?

    Play Episode Listen Later May 13, 2025 7:49


    North American Equities: Trump Time?

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    Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing

    Play Episode Listen Later May 1, 2025 8:29


    Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing

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    North American Equities: Market Insights and Political Dynamics

    Play Episode Listen Later Apr 11, 2025 17:10


    North American Equities: Market Insights and Political Dynamics

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    North American Equities: Insights on Navigating Volatility and Global Politics

    Play Episode Listen Later Mar 10, 2025 6:41


    North American Equities: Insights on Navigating Volatility and Global Politics

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    North American Equities: Examining DeepSeek and Tariff Implications

    Play Episode Listen Later Feb 11, 2025 11:39


    North American Equities: Examining DeepSeek and Tariff Implications

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    North American Equities: Looking ahead to 2025

    Play Episode Listen Later Jan 13, 2025 8:29


    North American Equities: Looking ahead to 2025

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    North American Equities: Set up for an exciting 2025

    Play Episode Listen Later Dec 5, 2024 6:39


    North American Equities: Set up for an exciting 2025

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    North American Equities Update: Examining how to navigate through volatility

    Play Episode Listen Later Nov 5, 2024 9:29


    North American Equities Update: Examining how to navigate through volatility.

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    North American Equities: Navigating a soft landing

    Play Episode Listen Later Oct 11, 2024 5:25


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    North American Equities: Summer is Over... Back To It!

    Play Episode Listen Later Sep 3, 2024 9:01


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    North American Equities: Navigating high volatility and the economic backdrop

    Play Episode Listen Later Aug 6, 2024 11:07


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    North American Equities: 2024 is half over

    Play Episode Listen Later Jul 3, 2024 5:25


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    North American Equities: Volatility remains the game

    Play Episode Listen Later Jun 3, 2024 5:01


    North American Equities: Volatility remains the game

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    North American Equities: April was a tough month for markets

    Play Episode Listen Later May 7, 2024 5:36


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    North American Equities: Q1 is in the books

    Play Episode Listen Later Apr 1, 2024 6:39


    North American Equities: Q1 is in the books

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    North American Equities: Artificial Intelligence is all the rage

    Play Episode Listen Later Mar 5, 2024 9:15


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    North American Equities: Examining the employment & inflation picture, and Mega-cap earnings

    Play Episode Listen Later Feb 6, 2024 7:22


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    North American Equities: Looking ahead to 2024

    Play Episode Listen Later Jan 4, 2024 6:11


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    North American Equities: Did Santa Claus come early

    Play Episode Listen Later Dec 6, 2023 4:52


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    CI International Equity Fund - Market and Portfolio Update

    Play Episode Listen Later Nov 29, 2023 9:38


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    North American Equities: Tensions & opportunities escalate

    Play Episode Listen Later Nov 7, 2023 5:51


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    CI Global Leaders Fund - Market and Portfolio Update

    Play Episode Listen Later Oct 26, 2023 12:44


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    North American Equities: Continued theme of caution

    Play Episode Listen Later Oct 6, 2023 5:21


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    North American Equities: Market Update

    Play Episode Listen Later Sep 6, 2023 6:02


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    North American Equities: The macro environment is driving the market

    Play Episode Listen Later Aug 11, 2023 5:07


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    CI Global Balanced Fund - Investment Process Update

    Play Episode Listen Later Jul 31, 2023 7:43


    CI Global Balanced Fund - Investment Process Update

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    North American Equities: Divergence in the market

    Play Episode Listen Later Jul 7, 2023 5:41


    North American Equities: Divergence in the market

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    North American Equities: Market breadth continues to narrow

    Play Episode Listen Later Jun 6, 2023 5:44


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    CI Global Leaders Fund - Market and Portfolio Update

    Play Episode Listen Later Jun 6, 2023 7:27


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    North American Equities: Examining market breadth & dynamics

    Play Episode Listen Later May 3, 2023 6:53


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    North American Equities: March - what a month!

    Play Episode Listen Later Apr 4, 2023 9:52


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    CI Global Balanced Fund - Fixed Income Update

    Play Episode Listen Later Apr 3, 2023 9:20


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    North American Equities: The Goldilocks scenario we're hoping for

    Play Episode Listen Later Mar 8, 2023 6:36


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    North American Equities: It's a central bank driven market

    Play Episode Listen Later Feb 8, 2023 7:28


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    North American Equities Update: Looking ahead to 2023

    Play Episode Listen Later Jan 5, 2023 9:44


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    CI Global Balanced Fund - Fixed Income Update

    Play Episode Listen Later Jan 4, 2023 8:13


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    CI Global Leaders Fund - Market and Portfolio Update

    Play Episode Listen Later Dec 7, 2022 12:52


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    North American Equities Update: Looking back on 2022

    Play Episode Listen Later Dec 5, 2022 7:04


    North American Equities Update: Looking back on 2022

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    CI Global Balanced Fund - Market and Portfolio Update

    Play Episode Listen Later Dec 1, 2022 9:08


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    CI International Equity Fund - Market and Portfolio Update

    Play Episode Listen Later Nov 24, 2022 10:31


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    North American Equities Update: Is the bottom in?

    Play Episode Listen Later Nov 7, 2022 5:40


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    Finding Winning Businesses in Volatile Markets - CI International Equity Fund Update

    Play Episode Listen Later Oct 11, 2022 5:29


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    North American Equities Update: Enduring the Pain

    Play Episode Listen Later Oct 5, 2022 7:26


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    CI International Equity Fund - Market and Portfolio Update

    Play Episode Listen Later Sep 27, 2022 10:45


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    North American Equities Update: Interest Rates, Supply Chains, Inflation and More

    Play Episode Listen Later Sep 7, 2022 7:14


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