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© 2025 Capital Insights | CI Global Asset Management
Description
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.
180 Episodes
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North American Equities: October Review — Earnings and the Road to Year-End
North American Equities: September Recap - AI, Policy Shifts, and Market Implications
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.
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.
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: Volatility remains the game
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