2021 Market & Portfolio Outlook

Second wave, the U.S., Brexit and an international portfolio update

How we develop a thesis around a business

Does the low-growth / low-inflation / low-rate environment continue?

An Environment of Heightened Uncertainty

We Have Seen This Before

Finding upside in safety and vulnerability

A Winning Business from an ESG Perspective

An Update on Black Creek International Equity Fund

Second Quarter Earnings Season: Market Update & Positioning

What we’re seeing in fixed income markets

An update on international equities and our portfolio

What is the new normal?

Signaling as a Service

An update on our international portfolio

The opinions and information provided in this discussion are solely those of the speaker and are not to be used or construed as personal, legal, accounting, taxation or investment advice, or an endorsement or recommendation of any entity or security discussed or provided by CI Global Asset Management Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies.