All Episodes
Capital Insights | CI Global Asset Management — 188 episodes
North American Equities: The Trumposphere and the AI-Verse: Two Forces Driving Today’s Markets
Black Creek International Update as of April 7, 2026
North American Equities: What Happened in March—and What It Means for Investors
Geopolitics in Motion: How the Iran Conflict Is Moving Markets
Black Creek Global Leaders Update as of March 2, 2026
North American Equities: What’s Ahead for 2026
North American Equities: From Tariffs to Tech: Lessons from 2025 and What’s Next
North American Equities: November Volatility Chronicles
North American Equities: October Review — Earnings and the Road to Year-End
North American Equities: September Recap - AI, Policy Shifts, and Market Implications
North American Equities: Volatility Season Begins
CI International Equity Fund: Hunting Compounders Abroad
North American Equities: How about all time highs
North American Equities: June Wrap - Markets Up, Drama On
North American Equities: The Month of TACO Trades
North American Equities: Trump Time?
Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing
North American Equities: Market Insights and Political Dynamics
North American Equities: Insights on Navigating Volatility and Global Politics
North American Equities: Examining DeepSeek and Tariff Implications
North American Equities: Looking ahead to 2025
North American Equities: Set up for an exciting 2025
North American Equities Update: Examining how to navigate through volatility
North American Equities: Navigating a soft landing
North American Equities: Summer is Over... Back To It!
North American Equities: Navigating high volatility and the economic backdrop
North American Equities: 2024 is half over
North American Equities: Volatility remains the game
North American Equities: April was a tough month for markets
North American Equities: Q1 is in the books
North American Equities: Artificial Intelligence is all the rage
North American Equities: Examining the employment & inflation picture, and Mega-cap earnings
North American Equities: Looking ahead to 2024
North American Equities: Did Santa Claus come early
CI International Equity Fund - Market and Portfolio Update
North American Equities: Tensions & opportunities escalate
CI Global Leaders Fund - Market and Portfolio Update
North American Equities: Continued theme of caution
North American Equities: Market Update
North American Equities: The macro environment is driving the market
CI Global Balanced Fund - Investment Process Update
North American Equities: Divergence in the market
North American Equities: Market breadth continues to narrow
CI Global Leaders Fund - Market and Portfolio Update
North American Equities: Examining market breadth & dynamics
North American Equities: March - what a month!
CI Global Balanced Fund - Fixed Income Update
North American Equities: The Goldilocks scenario we're hoping for
North American Equities: It's a central bank driven market
North American Equities Update: Looking ahead to 2023
CI Global Balanced Fund - Fixed Income Update
CI Global Leaders Fund - Market and Portfolio Update
North American Equities Update: Looking back on 2022
CI Global Balanced Fund - Market and Portfolio Update
CI International Equity Fund - Market and Portfolio Update
North American Equities Update: Is the bottom in?
Finding Winning Businesses in Volatile Markets - CI International Equity Fund Update
North American Equities Update: Enduring the Pain
CI International Equity Fund - Market and Portfolio Update
North American Equities Update: Interest Rates, Supply Chains, Inflation and More
North American Equities Update: How aggressive can central banks continue to be?
North American Equities Update: Seeing good opportunities, wouldn't expect volatility to go away
CI Global Balanced Fund - Fixed Income Update
North American Equities Update: It's important to stay engaged with equity
CI International Equity Fund - Market and Portfolio Update
Stay engaged
North American Equities Update
CI International Equity Fund Update - Notable Impacts of the War in Ukraine
CI Global Balanced Fund - Market and Portfolio Update
Dimensions to monitor as Russia invades Ukraine
Volatility Creates Opportunity
CI Global Leader Fund - Market and Portfolio Update
CI International Equity Fund - Market and Portfolio Update
Dynamics to keep an eye on
Multi-Asset Management Outlook 2022
Omicron variant & central banks balancing act
CI Black Creek Global Balanced Fund Podcast - Fixed Income Update
Bridging the Gap
Q3 earnings, supply chain disruptions and interest rates
Earnings Season is a Tool to Rethink & International Equity Portfolio Update
Taking Stock of the Energy Shortage
Thinking Out Loud - You're gonna do what?!
September recap: volatility & inflation concerns
Supply Chains & Global Balanced Portfolio Update
Staying the Course
Investing in China
Delta Variant, Market Update and Federal Election
Our journey with responsible investing
School’s Out - China’s Corporate Clampdown
Delta variant, positive consumer spending, & component shortages
Multi-Asset Mid-Year Update
Staying positive on the economic direction, inflation and government support
Global Balanced Portfolio: Fixed Income Update
On The Road Again
Sentry Canadian Income Fund Update
Thinking Out Loud – The Fed Gets Real
Thinking Out Loud with Paul Sandhu
U.S. Equities: Market Outlook & Portfolio Update
Reopening, inflation and the US dollar
International markets & International Equity portfolio update
Commodities & Sentry Resource Opportunities Class Update
The thesis of a winning business in the Global Leaders portfolio
Running Hot
CI GAM Small/Mid Cap team: Cambridge Global Smaller Companies Fund Update
CI GAM's Small/Mid Cap Team: Cambridge Pure Canadian Equity Fund Update
Cambridge Canadian Dividend Fund Update
Transitory Storm
Where are we today?
When, not if
International Equity Portfolio Update & Outlook
Keep on Keeping On
U.S. Equities Update & Outlook
Cambridge Canadian Dividend Fund Update
Is the tide coming in or going out?
Vaccine roll out - a diverse story, finding value in the market and inflation
Gold: expectations going into 2021, outlook & Sentry Precious Metals fund update
Sentry Small/Mid Cap Income Fund Update & Outlook
Stirred, Not Shaken
Sentry Canadian Income Fund Update
Cambridge Canadian Dividend Fund Update
February Pullback & Rates
How Can Central Banks Deliver When They Have Promised too Much?
Cambridge Canadian Dividend Fund Update
Keep Your Eye on the Ball
Canadian Equities: Portfolio Update & Outlook
U.S. Equities: Earnings Season Trends and Portfolio Update
Short Squeezes & Managing COVID
Cryptocurrency: Double or Nothing
2021 Market & Portfolio Outlook
Goodbye to 2020, Hello 2021
2021 U.S. Equities Outlook
2021 Outlook
A Vaccine, Rising Infections, and an Election Result
Second wave, the U.S., Brexit and an international portfolio update
Low yields, fiscal policy response and outlook
Why Small Caps Now and Companies We Like
How we develop a thesis around a business
Canadian Team Update: Vaccine news & examining market breadth
Turning the Corner
Does the low-growth / low-inflation / low-rate environment continue?
U.S. election, U.S. equities, and portfolio update
A risk-off week, Q3 earnings, and a U.S. election
An Environment of Heightened Uncertainty
We Have Seen This Before
Role of E-Commerce and Outlook for Canadian Equities
Finding upside in safety and vulnerability
Bread and Circuses
Sentry U.S. Monthly Income Fund Fixed Income Positioning
U.S. Policy, Elections, and the Fed Response
More Volatility, Economic Stimulus, and a Sick President
Global Equity Fund & Market Update
US Equities: Trends, Outlook, and Portfolio Update
A Winning Business from an ESG Perspective
Banks, Canadian Portfolio Activity and Market Outlook
Canadian Analyst Team Update
Fed Policy Shift
Mise à jour sur notre portefeuille international
Cambridge Pure Canadian Equity Fund Update (Part 2/2)
Back to School, Volatility, and a Tech Pullback
An Update on Black Creek International Equity Fund
Cambridge Global Smaller Companies Fund Update: Examining Restoration Hardware
Cambridge Pure Canadian Equity Fund Update (Part 1/2)
COVID treatments, Party Leaders, and a $2 Trillion Company
Our Outlook and Fund Positioning (Part 3/3)
QTD Contributors and U.S. Portfolio Activity (Part 2/3)
YTD U.S. Market Recap and Narrow Market Breadth (Part 1/3)
CI Harbour - Maintaining a Cautious Stance
Second Quarter Earnings Season: Market Update & Positioning
CI Cambridge - Opportunity in Canada: Empire
CI Sentry - Opportunities in the Precious Metals Market
CI CIMAM - All That Glitters is not Gold
CI Black Creek - What we’re seeing in fixed income markets
A Review of Sentry Small/Mid Cap Income Fund Performance
Earnings, Lower Rates, and Economic Stimulus
Richard Wylie podcast for the week of July 27, 2020
Cambridge Bond Fund Update: RBC AT1 bond
Richard Wylie podcast for the week of July 20, 2020
Cambridge Global Smaller Companies: Investing like a local
CI Harbour - Functioning in an artificial environment - July 13, 2020
CI Black Creek - An update on international equities and our portfolio
CI Sentry - Stress Tests and Positioning: Canadian Equities Update
Richard Wylie podcast for the week of July 13, 2020
CI Harbour - We are in an 80/20 world - June 29, 2020
CI Black Creek - "What is the new normal?" - July 1, 2020
Richard Wylie Podcast for the week of July 6, 2020
CI Cambridge - “Opportunity in Canada: Fairfax Financial” - July 2, 2020
CI Sentry - An Update on our views and positioning: U.S. Equities
CI Black Creek Update - June 25, 2020