PODCAST · business
Capital Insights | CI Global Asset Management
by CI Global Asset Management
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.
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North American Equities: The Trumposphere and the AI-Verse: Two Forces Driving Today’s Markets
North American Equities: The Trumposphere and the AI‑Verse: Two Forces Driving Today’s Markets
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187
Black Creek International Update as of April 7, 2026
Black Creek International Update as of April 7, 2026
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186
North American Equities: What Happened in March—and What It Means for Investors
North American Equities: What Happened in March—and What It Means for Investors
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185
Geopolitics in Motion: How the Iran Conflict Is Moving Markets
Geopolitics in Motion: How the Iran Conflict Is Moving Markets
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184
Black Creek Global Leaders Update as of March 2, 2026
Black Creek Global Leaders Update as of March 2, 2026
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183
North American Equities: What’s Ahead for 2026
North American Equities: What’s Ahead for 2026
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182
North American Equities: From Tariffs to Tech: Lessons from 2025 and What’s Next
North American Equities: From Tariffs to Tech: Lessons from 2025 and What’s Next
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181
North American Equities: November Volatility Chronicles
North American Equities: November Volatility Chronicles
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180
North American Equities: October Review — Earnings and the Road to Year-End
North American Equities: October Review — Earnings and the Road to Year-End
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179
North American Equities: September Recap - AI, Policy Shifts, and Market Implications
North American Equities: September Recap - AI, Policy Shifts, and Market Implications
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178
North American Equities: Volatility Season Begins
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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177
CI International Equity Fund: Hunting Compounders Abroad
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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176
North American Equities: How about all time highs
North American Equities: How about all time highs
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175
North American Equities: June Wrap - Markets Up, Drama On
North American Equities: June Wrap - Markets Up, Drama On
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174
North American Equities: The Month of TACO Trades
North American Equities: The Month of TACO Trades
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173
North American Equities: Trump Time?
North American Equities: Trump Time?
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172
Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing
Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing
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171
North American Equities: Market Insights and Political Dynamics
North American Equities: Market Insights and Political Dynamics
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170
North American Equities: Insights on Navigating Volatility and Global Politics
North American Equities: Insights on Navigating Volatility and Global Politics
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169
North American Equities: Examining DeepSeek and Tariff Implications
North American Equities: Examining DeepSeek and Tariff Implications
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168
North American Equities: Looking ahead to 2025
North American Equities: Looking ahead to 2025
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167
North American Equities: Set up for an exciting 2025
North American Equities: Set up for an exciting 2025
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166
North American Equities Update: Examining how to navigate through volatility
North American Equities Update: Examining how to navigate through volatility.
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North American Equities: Volatility remains the game
North American Equities: Volatility remains the game
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159
North American Equities: Q1 is in the books
North American Equities: Q1 is in the books
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CI Global Balanced Fund - Investment Process Update
CI Global Balanced Fund - Investment Process Update
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147
North American Equities: Divergence in the market
North American Equities: Divergence in the market
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ABOUT THIS SHOW
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.
HOSTED BY
CI Global Asset Management
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