CI Global Asset Management
Capital Insights | 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.
Author
CI Global Asset Management
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Podcast website
Latest episode
Jun 29, 2026
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Episodes
Black Creek Global Balanced & Fixed Income Update as of June 8, 2026 29.06.2026 13:46
Black Creek Global Balanced & Fixed Income Update as of June 8, 2026
North American Equities: The Trumposphere and the AI-Verse: Two Forces Driving Today’s Markets 11.05.2026 7:42
North American Equities: The Trumposphere and the AI‑Verse: Two Forces Driving Today’s Markets
North American Equities: What Happened in March—and What It Means for Investors 13.04.2026 7:46
North American Equities: What Happened in March—and What It Means for Investors
Black Creek International Update as of April 7, 2026 13.04.2026 8:28
Black Creek International Update as of April 7, 2026
Geopolitics in Motion: How the Iran Conflict Is Moving Markets 11.03.2026 9:35
Geopolitics in Motion: How the Iran Conflict Is Moving Markets
Black Creek Global Leaders Update as of March 2, 2026 11.03.2026 15:45
Black Creek Global Leaders Update as of March 2, 2026
North American Equities: What’s Ahead for 2026 09.02.2026 6:25
North American Equities: What’s Ahead for 2026
North American Equities: From Tariffs to Tech: Lessons from 2025 and What’s Next 13.01.2026 7:18
North American Equities: From Tariffs to Tech: Lessons from 2025 and What’s Next
North American Equities: November Volatility Chronicles 05.12.2025 10:42
North American Equities: November Volatility Chronicles
North American Equities: October Review — Earnings and the Road to Year-End 06.11.2025 7:00
North American Equities: October Review — Earnings and the Road to Year-End
North American Equities: September Recap - AI, Policy Shifts, and Market Implications 22.10.2025 5:25
North American Equities: September Recap - AI, Policy Shifts, and Market Implications
North American Equities: Volatility Season Begins 11.09.2025 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.
CI International Equity Fund: Hunting Compounders Abroad 21.08.2025 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.
North American Equities: How about all time highs 15.08.2025 7:34
North American Equities: How about all time highs
North American Equities: June Wrap - Markets Up, Drama On 16.07.2025 5:48
North American Equities: June Wrap - Markets Up, Drama On
North American Equities: The Month of TACO Trades 11.06.2025 6:04
North American Equities: The Month of TACO Trades
North American Equities: Trump Time? 13.05.2025 7:49
North American Equities: Trump Time?
Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing 01.05.2025 8:29
Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing
North American Equities: Market Insights and Political Dynamics 11.04.2025 17:10
North American Equities: Market Insights and Political Dynamics
North American Equities: Insights on Navigating Volatility and Global Politics 10.03.2025 6:41
North American Equities: Insights on Navigating Volatility and Global Politics
North American Equities: Examining DeepSeek and Tariff Implications 11.02.2025 11:39
North American Equities: Examining DeepSeek and Tariff Implications
North American Equities: Looking ahead to 2025 13.01.2025 8:29
North American Equities: Looking ahead to 2025
North American Equities: Set up for an exciting 2025 05.12.2024 6:39
North American Equities: Set up for an exciting 2025
North American Equities Update: Examining how to navigate through volatility 05.11.2024 9:29
North American Equities Update: Examining how to navigate through volatility.
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