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Capital Insights | CI Global Asset Management

by CI Global Asset Management · 107 episodes

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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.

Latest episodes

  1. Black Creek Global Balanced & Fixed Income Update as of June 8, 2026

    Black Creek Global Balanced & Fixed Income Update as of June 8, 2026

    14 min

  2. 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

    8 min

  3. 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

    8 min

  4. Black Creek International Update as of April 7, 2026

    Black Creek International Update as of April 7, 2026

    8 min

  5. Geopolitics in Motion: How the Iran Conflict Is Moving Markets

    Geopolitics in Motion: How the Iran Conflict Is Moving Markets

    10 min

  6. Black Creek Global Leaders Update as of March 2, 2026

    Black Creek Global Leaders Update as of March 2, 2026

    16 min

  7. North American Equities: What’s Ahead for 2026

    North American Equities: What’s Ahead for 2026

    6 min

  8. 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

    7 min

  9. North American Equities: November Volatility Chronicles

    North American Equities: November Volatility Chronicles

    11 min

  10. North American Equities: October Review — Earnings and the Road to Year-End

    North American Equities: October Review — Earnings and the Road to Year-End

    7 min

  11. North American Equities: September Recap - AI, Policy Shifts, and Market Implications

    North American Equities: September Recap - AI, Policy Shifts, and Market Implications

    5 min

  12. 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…

    7 min

  13. 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…

    12 min

  14. North American Equities: How about all time highs

    North American Equities: How about all time highs

    8 min

  15. North American Equities: June Wrap - Markets Up, Drama On

    North American Equities: June Wrap - Markets Up, Drama On

    6 min

  16. North American Equities: The Month of TACO Trades

    North American Equities: The Month of TACO Trades

    6 min

  17. North American Equities: Trump Time?

    North American Equities: Trump Time?

    8 min

  18. Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing

    Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing

    8 min

  19. North American Equities: Market Insights and Political Dynamics

    North American Equities: Market Insights and Political Dynamics

    17 min

  20. North American Equities: Insights on Navigating Volatility and Global Politics

    North American Equities: Insights on Navigating Volatility and Global Politics

    7 min
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