2017

August

Cambridge Blogs

Summer Vacation Book List – August 18, 2017 – Brandon Snow
Generating alpha in the face of a more hawkish Bank of Canada – August 4, 2017 – Paul Marcogliese

Signature Blogs

Canadian housing: Rising risks, gradual response, banking industry perspective and funds positioning – August 23, 2017 – Goshen Benzaque & Paul Borean

July

Cambridge Blogs

Could investing in "less risky businesses" really be risky business? – July 21, 2017 – Brandon Snow
Small cap funds review: First half of 2017 – July 10, 2017 – Greg Dean

Signature Blogs

10 years after the start of the crisis, central banks shift gears – July 31, 2017 – Eric Bushell
Fixed income mid-year review: Mistaking cyclical bounce for a turn in inflation trend – July 24, 2017 – Kamyar Hazaveh
Income asset classes for income (and bonds for diversification) – July 18, 2017 – Geofrey Marshall

June

Cambridge Blogs

How we adapt when facts change – June 20, 2017 – Stephen Groff
The value of active management: Do you know your active cost? – June 8, 2017 – Geoff Scott

Signature Blogs

Amazon's purchase of Whole Foods – June 27, 2017 – Stephane Champagne
Is a low VIX a sign of market danger? – June 21, 2017 – Allan Maclean-Howard
Global fixed income update: Separating facts from alternative facts – June 2, 2017 – Alexandra Florescu

May

Cambridge Blogs

A chat with our energy analyst – May 25, 2017 – Stephen Groff
Congratulations, Tyler – May 23, 2017 – Brandon Snow
Small cap funds review: Second half of 2016 – May 10, 2017 – Greg Dean

Signature Blogs

Energy sector positioning throughout the cycle – May 4, 2017 – Hoa Hong

April

Cambridge Blogs

What now? – April 27, 2017 – Brandon Snow
Bear in a China Shop – April 17, 2017 – Brandon Snow

Signature Blogs

Emerging markets fixed income update – April 17, 2017 – Fernanda Fenton

March

Cambridge Blogs

Around the world in search of the best companies – March 30, 2017 – Stephen Groff
Animal spirits - a cautionary tale? – March 15, 2017 – Greg Dean

Signature Blogs

Behind the lines in North American fixed income – March 17, 2017 – Paul Borean
French election and fears of Frexit – March 10, 2017 – Jean-Philippe Bry

February

Cambridge Blogs

A chat with our Oil and Gas and Industrials Analysts – February 23, 2017 – Geoff Scott
The power of compounding value – February 15, 2017 – Geoff Scott
The continued evolution of Cambridge – February 2, 2017 – Brandon Snow

Signature Blogs

Highlights from February Global Fixed Income Webcast – February 21, 2017 – Kamyar Hazaveh
Making equities great again – February 9, 2017 – Jean-Philippe Bry

January

Cambridge Blogs

Why we are not owners of Canadian banks today – January 19, 2017– Stephen Groff
Is what you’re reading biased? – January 5, 2017 – Stephen Groff

Signature Blogs

Fixed income – The year ahead and how we plan to manage it – January 30, 2017 – Kamyar Hazaveh
Regime Change 2.0 Signature Blogs – January 16, 2017 – Eric Bushell

2016

December

Cambridge Blogs

Looking back on 2016 – December 22, 2016 – Brandon Snow
Quick thought on a broken trend line – December 15, 2016 – Greg Dean
A chat with our financials analyst – December 8, 2016 – Brandon Snow

Signature Blogs

Global fixed income – our latest thoughts and strategy updates – December 8, 2016 – Kamyar Hazaveh

November

The U.S. presidential election – November 9, 2016 – Portfolio manager commentary on the U.S. election

Cambridge Blogs

Opportunities in Japan: lots of *potential* core companies – November 22, 2016 – Brandon Snow
A follow up on low volatility – no longer momentum! – November 17, 2016 – Stephen Groff
Our thoughts on the Trump win – November 9, 2016 – Brandon Snow
A chat with our healthcare analyst – November 8, 2016 – Brandon Snow

Signature Blogs

From the desk of Eric Bushell: Putting it all together – November 25, 2016 – Eric Bushell
Signature High Income Fund outlook and positioning – November 15, 2016 – Geofrey Marshall
And Now for Something Completely Different – November 9, 2016 – Eric Bushell
U.S. Presidential Election 2016: market implications and challenges post-election – November 5, 2016 – Jean-Philippe Bry

October

Cambridge Blogs

Why we take the time to visit companies – October 28, 2016 – Stephen Groff
Risk vs. reward: comments on corporate bonds – October 13, 2016 – Brandon Snow
"Time to invest in Canada?" – October 6, 2016 – Greg Dean

Signature Blogs

The case for REITs – October 25, 2016 – Joshua Varghese

September

Cambridge Blogs

Illuminations from Japan – back in the saddle after a great trip – September 29, 2016 – Brandon Snow
Safe is now risky – September 23, 2016 – Greg Dean
Waking up on the other side (of the world) – September 16 2016 – Brandon Snow
Our trader's insight on volatility – September 9 2016 – Stephen Groff
What fundamental analysis means (and why we are bad golfers) – September 1, 2016 – Stephen Groff

Signature Blogs

Regime change | PDF – September 22, 2016 – Eric Bushell
Tactical bond strategy update – September 12 2016 – Alexandra Florescu
Permian rocks! Oil bearing rocks that is... – September 4, 2016 – Hoa Hong

August

Cambridge Blogs

A few interesting charts – August 25, 2016 – Brandon Snow
Cambridge Canadian Equity Corporate Class: not chasing the herd – August 18, 2016 – Brandon Snow
China's internet – August 11, 2016 – Jordan McNamee

Signature Blogs

Signature Global Science & Technology Corporate Class update August 2016 – August 23, 2016 – Jeremy Yeung
Inflation protection in the fixed income markets – August 23, 2016 – Paul Borean
Global bond strategy update – August 5, 2016 – Alexandra Florescu

July

Cambridge Blogs

Mind the GAAP: how to avoid mistakes – July 28, 2016 – Brandon Snow
Is the market expensive? – July 21, 2016 – Brandon Snow
2016 half year review- growth funds – July 13, 2016 – Greg Dean
What downside protection means to us – July 7, 2016 – Brandon Snow

Signature Blogs

Adrenaline shot for capital markets – July 27, 2016 – Eric Bushell
The role of long bonds in return-seeking portfolios – July 19, 2016 – Kamyar Hazaveh

June

Cambridge Blogs

Cambridge’s summer reading list – June 21, 2016 – Stephen Groff
Brexit uncertainty = opportunity – June, 13 2016 – Brandon Snow
Some great quotes from a great leader – June 9, 2016 – Brandon Snow
Fundamental investing vs. speculating- a real life example – June 2, 2016 – Stephen Groff

Signature Blogs

Brexit wins as Britain score an unbelievable own goal in the revenge of the 95 percenters – June 28, 2016 – Jean Phillipe Bry
Brexit Update: markets begin to price some risk around a “leave” vote – June 16, 2016 – Jean Phillipe Bry

May

Cambridge Blogs

Best of the CI Spring roadshow – May 25, 2016 – Brandon Snow

Signature Blogs

Brexit: Much ado about something – May 30, 2016 – Jean Phillipe Bry

April

Cambridge Blogs

Follow up to our outlook on Brazil – April 20, 2016 – Greg Dean
A warm welcome to the newest member of our Cambridge team – April 15, 2016 – Stephen Groff
What’s old is new – April 1, 2016 – Greg Dean

March

Signature Blogs

Investing in an unforgiving world – March 30, 2016 – Kamyar Hazaveh

February

Cambridge Blogs

The Opposite of the “momentum trade”: where we see great opportunities – February 26, 2016 – Stephen Groff
The Momentum Trade and overpaying for certainty – February 24, 2016 – Brandon Snow

Signature Blogs

Currency management part one - reality check – February 10, 2016 – Matthew Strauss
Currency management part two - in a portfolio context – February 10, 2016 – Lorne Gavsie
Monetary policy: Quantitative easing and the race to the bottom – February 9, 2016 – Alexandra Florescu
Signature Tactical Bond Pool – Frequently Asked questions – February 8, 2016 – Fernanda Fenton

January

Cambridge Blogs

Happy New Year? – January 8, 2016 – Stephen Groff

Signature Blogs

High Yield Bonds – The Year Ahead – January 2016 – Geof Marshall

2015

December
Cambridge BlogsYear in reviewBrandon Snow
Cambridge BlogsMore support for active shareGreg Dean
Get connected – Signature PodcastsDrummond Brodeur December 18, 2015
Get connected – Cambridge Podcast with Robert Swanson – December 15, 2015
Get connected – Signature Podcast with Darren ArrowsmithDecember 11, 2015
Get connected – Cambridge Podcast with Robert SwansonDecember 9, 2015

November
Signature Blogs – Fixed income risk management - the morst important lesson – Kamyar Hazaveh
Signature Blogs – More runway less plane – Carlon Ling
Cambridge Blogs – Five charts on why dividend growth matters – Stephen Groff
Signature Fund Update – Portfolio protection strategy
Get connected – Signature Podcast with Kamyar Hazaveh – November 30, 2015
Get connected – Cambridge Podcast with Robert Swanson – November 27, 2015
Get connected – Signature Podcast with Matthew Strauss – November 20, 2015
Get connected – Signature Podcast with Ryan Fitzgerald – November 20, 2015
Get connected – Signature Podcast with Bob Lyon – November 17, 2015
Get connected – Cambridge Podcast with Robert Swanson – November 13, 2015
Get connected – Signature Podcast with Drummond Brodeur – November 6, 2015

October
Signature Blogs – Valeant: Trick or Treat? Out come the skeletons – Jeff Elliott
Signature Blogs – Trick or Treat 2: Can companies be un-analyzable? – Geofrey Marshall
Cambridge Blogs – Proof that management matters – Brandon Snow
Signature Market Commenary – Signature High Income Fund and Signature Diversified Yield II Fund
Get connected – Signature Podcast with Drummond Brodeur – October 30, 2015
Get connected – Cambridge Podcast with Robert Swanson – October 29, 2015
Get connected – Signature Podcast with Drummond Brodeur – October 23, 2015
Get connected – Cambridge Podcast with Robert Swanson – October 14, 2015
Get connected – Signature Podcast with Kamyar Hazaveh – October 5, 2015
Get connected – Cambridge Podcast with Robert Swanson – October 2, 2015

September
Signature Blogs – India deciphering – Matthew Strauss – September 30, 2015
Signature Blogs – Brazil’s downward path – Fernanda Fenton – September 17, 2015
Signature Blogs – Emerging Market rollercoaster – Matthew Strauss – September 10, 2015
Get connected – Podcast with Drummond Brodeur – September 25, 2015
Get connected – Podcast with Kamyar Hazaveh – September 23, 2015
Get connected – Podcast with Drummond Brodeur – September 11, 2015
Get connected – Podcast with Matthew Strauss – September 4, 2015
Cambridge Blogs – Selectively putting cash to work – Stephen Groff – September 29, 2015
Cambridge Blogs – Brazil – patience and readiness – Greg Dean – September 19, 2015
Get connected – Podcast with Robert Swanson – September 22, 2015
Get connected – Podcast with Robert Swanson – September 11, 2015

August
Signature Blogs – Chinese yuan (CNY) move: devaluation or revaluation – Lorne Gavsie – August 19, 2015
Get connected – Podcast with Geoff Marshall – August 21, 2015
Get connected – Podcast with Drummond Brodeur – August 21, 2015
Get connected – Podcast with Bob Lyon – August 10, 2015
Get connected – Podcast with Kamyar Hazaveh – August 4, 2015
Cambridge Blogs – Thinking through volatility in ETFs and financial markets – Danesh Rohinton – August 25, 2015
Cambridge Blogs – Update on areas of risk and Cambridge Dividend Fund positioning – Stephen Groff – August 12, 2015
Cambridge Blogs – Currency confusion: it’s all relative – Brandon Snow – August 11, 2015
Get connected – Podcast with Robert Swanson – August 24, 2015
Get connected – Podcast with Robert Swanson – August 21, 2015
Get connected – Podcast with Robert Swanson – August 4, 2015

July
Get connected - Podcast with Bob Swanson
Get connected - Podcast with Bob Swanson
Get connected - Podcast with Ryan Fitzgerald
Get connected - Podcast with Kevin McSweeney
Get connected - Podcast with Drummond Brodeur
Cambridge Blogs - Mid-year review: the more things stay the same, the more they change - Brandon Snow
Signature Blogs - Asset allocation alpha in Signature's fixed income - Kamyar Hazaveh
Thoughts on the Greek debt crisis – Eric Bushell, CFA – July 2015

June
Get connected - Podcast with Bob Swanson
Get connected - Podcast with Bob Swanson
Get connected - Podcast with Bob Swanson
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Matthew Strauss
Get connected - Podcast with Kamyar Hazaveh
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Drummond Brodeur
Cambridge Blogs - Thinking through the Chinese savings system - Danesh Rohinton
Signature High Yield Bond II Fund – Geof Marshall, CFA – June 2015

May
Alan Maclean-Howard joined Signature Global Asset Management as Vice-President, Asset Allocation & Risk Management. He is responsible for enhancing Signature's asset allocation process and the development of additional tools and capabilities.

Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Drummond Brodeur
Cambridge Blogs – Fund update and European trip recap – Greg Dean
Signature Blogs – Interest rates back to year highs –Kamyar Hazaveh
Signature Blogs – Signature energy outlook – Bob Lyon

April
Alzheimer's disease - huge unmet need, signs of hope - Jeff Elliott
Thoughts on negative interest rates - Brandon Snow
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Matthew Strauss
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Drummond Brodeur

March
Get connected - Podcast with Kamyar Hazaveh
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Brad Benson
Preparing for a bumpier ride going forward - Greg Dean
A new (pure USD) version of the Cambridge U.S. Dividend Fund: Cambridge U.S. Dividend US$ Fund - Stephen Groff
Get connected - Podcast with Drummond Brodeur

February
Get connected - Podcast with Matthew Strauss
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Robert Swanson
Get connected - Podcast with Robert Swanson
The value of portfolio construction in fixed income - Kamyar Hazaveh
What we can learn from successful companies - Stephen Groff

January
CI Investments Inc. and Signature Global Asset Management announced the establishment of an office in Hong Kong to lead Signature's investment research in China and the rest of Asia. The office is headed by Gorlen Zhou, Director of Research, Asia, who will provide macroeconomic analysis as well as generate specific investment ideas for the Signature portfolios. In addition, the office will serve as a resource for other Signature portfolio managers and analysts during their regular visits to the region.

Robert Lyon rejoined Signature as a Senior Vice-President overseeing the resource and energy sectors and as the lead manager of Signature's resource and energy funds. The appointment marks Mr. Lyon's return to CI and Signature. He was a key member of Signature from 1999-2006, during which time he was Portfolio Manager of the Signature Global Resource and Signature Global Energy funds.

CI Signature Core Bond Plus Fund was launched in January 2015 as a compliment to Signature's existing suite of fixed income offerings. It is a core bond fund with non-traditional fixed income asset classes with a minimum 70% allocation to Canadian investment-grade debt securities and a maximum 30% allocation to "plus" sectors such as global (non-Canadian) bond securities, high yield bonds and emerging markets debt. The benchmark for this strategy is the FTSE TMX Canada Universe + Maple Overall Index

Two new target date portfolios were launched as part of the CI LifeCycle Portfolios to better meet client needs – the CI LifeCycle 2015 and CI LifeCycle 2050 portfolios.

Get connected - Podcast with Kamyar Hazaveh
Get connected - Podcast with Matthew Strauss
Get connected - Podcast with Bob Lyon
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Robert Swanson
Get connected - Podcast with Robert Swanson
The 2015 Consumer Electronic Show - Jeremy Yeung
The passive approach: buyer beware - Brandon Snow
2015 portfolio update - Brandon Snow

2014

December
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Bob Swanson
Get connected - Podcast with Drummond Brodeur
Why active management matters in the dividend investing world - Stephen Groff
Understanding business models and the importance of capital allocation - Brandon Snow

November
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Matthew Strauss
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Bob Swanson
Get connected - Podcast with Drummond Brodeur
China: new opportunities and a deepening understanding - Gorlen Zhou
Lower oil prices - the flipside of the coin - Greg Dean
What we have been up to during all of this volatility... - Stephen Groff

October
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Bob Swanson
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Bob Swanson
Get connected - Podcast with Bob Swanson
Get connected - Podcast with Matthew Strauss
Signature Blogs - A comment on recent market volatility – October 2014
Cambridge Blogs - Cambridge Growth Companies Corporate Class – October 2014
The most significant development in credit markets...maybe - Geoffrey Marshall
Continuity and scalability - Brandon Snow

September
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Bob Swanson
Get connected - Podcast with Matthew Strauss
Get connected - Podcast with Drummond Brodeur

August
Get connected - Podcast with Matthew Strauss
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Drummond Brodeur

July
Why active share will matter even more going forward... - Stephen Groff
U.S. equity valuation and implied returns - Brandon Snow
Everyone asks about my biggest fear... - Greg Dean
Get connected - Podcast with Bob Swanson
The relentless bond rally ? mid-year review and update - Kamyar Hazaveh

June
Get connected - Podcast with Matthew Strauss
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Drummond Brodeur
Get connected - Podcast with Drummond Brodeur
Cash is offence, stock picking is defense - Brandon Snow
India, after the elections - Matthew Strauss
Provincial Bonds in Canada ahead of Ontario elections - Kamyar Hazaveh
Bowling with bumpers - Brad Benson
The "Great Wall" - Jeremy Yeung

May
Investing with Honor - Brandon Snow

January
CI Investments received 21 FundGrade® A+ Awards, which recognize investment funds with consistent, outstanding risk-adjusted performance.

Kamyar Hazaveh joined the fixed income team at Signature Global Asset Management. Kamyar brings eight years of experience to the team and has a master's degree in mathematical finance. At Signature, he is involved in Canadian and global government bond portfolios.

2013

December
CI Investments Inc. was pleased to announce that Signature Global Asset Management has been ranked as one of the top five TopGun investment teams in the 2013 Brendan Wood International Canadian investment rankings.

Boris Dobrusin joined Cambridge Global Asset Management as a Junior Equity Analyst.

November
The industry-leading quality of CI Investments' managed solutions was recognized for a third consecutive year at the Morningstar Awards, which honour excellence in the Canadian financial services industry.

October
Janice Wong joined Signature Global Asset Management as a Senior Investment Analyst covering the Industrial and Transport sectors.

Hoa Hong joined the team responsible for high-yield bond, convertible bond and leveraged loan assets as an Analyst. She was formerly an Analyst for Signature's energy and materials team for the past seven years and researched many of the names currently covered in the high-yield space.

September
CI Financial Corp. announced that it reached an agreement to acquire a majority interest in Marret Asset Management, an alternative asset manager specializing in global and Canadian fixed income.

CI Investments Inc. announced the addition of veteran portfolio manager Roger Mortimer to the Harbour Advisors investment team. The retirement of Harbour's Gerry Coleman was also announced effective September 30, 2013.

CI Institutional Asset Management team added two new hires to continue building out the analytics and operations team.

August
Grant Connor joined Cambridge Global Asset Management as an Income Securities Analyst.

Jeff Elliott joined Signature Global Asset Management as Vice-President and Portfolio Manager responsible for the Health Care sector.

July
CI Investments Inc. completed the merger of two funds and the change of investment objectives for three others.

June
Danesh Rohinton joined Cambridge Global Asset Management as a Research Analyst covering the Financial Services sector.

Tony Mallozzi was promoted to Director, Analytics & Operations at CI Institutional Asset Management. Lauren Bloom was promoted to Director, Strategic Accounts at CI Institutional Asset Management.

May
Signature Global Advisors was rebranded to become Signature Global Asset Management. This name and logo change was made to better reflect the breadth and scope of their global asset management capabilities.

April
CI Investments Inc. announced that, in response to proposed changes to Canadian tax laws contained in the recent federal budget, it will be closing certain funds to new investments. In addition, other changes were announced including a name change for the CI Signature Enhanced Yield Fund to the CI Signature Diversified Yield II Fund.

Cambridge Advisors was rebranded to become Cambridge Global Asset Management. This name change was made to better reflect the breadth and scope of their asset management capabilities.

February
CI Investments Inc. portfolio management teams were awarded seven 2013 Lipper Fund Awards, which recognize funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers.

January
CI Investments expanded the selection of Canadian equity and dividend funds. CI launched Red Sky Canadian Equity Corporate Class and Signature Global Dividend Fund, expanding CI's wide selection of funds in the Canadian equity and dividend categories, respectively.

Tyler Hildebrand was hired by Cambridge Advisors as a Trading Analyst.

2012

November
CI Investments Inc.'s Portfolio Series was announced a winner at the 2012 Morningstar Canadian Investment Awards.

CI Investments and Harbour Advisors announced some important developments regarding the roles and responsibilities of the Harbour investment team.

The CI Institutional Asset Management team added one new hire to continue building out our investment services team.

Guarav Kapoor joined Cambridge Advisors as Director, Global Technology and is responsible for investments in the global technology, media and telecommunications sectors.

October
CIIAM Launches New CI LifeCycle Portfolios

September
Brendan Wood International recognizes seven CI professionals as TopGun Investment Minds of 2012

The CI Institutional Asset Management team adds two new hires to continue building out the service team.

August
Transamerica Life Canada selects CI Investments as sub-advisor for existing portfolio program

July
Get connected podcast with Bob Swanson, Principal & Portfolio Manager with Cambridge Global Asset Management


Shelly Ghai joined Signature Global Advisors as a dedicated trader for investment grade credit.

May
CI Investments Inc. announced a series of fund mergers and other changes designed to integrate the Castlerock Investments mutual funds into the CI family and enhance the efficiency of CI's overall fund lineup.


Darren Arrowsmith joined Signature Global Advisors as an Associate Portfolio Manager and part of the team responsible for high-yield bond, convertible bond and leveraged-loan assets.

March
Carlton Ling joined Signature Global Advisors as an Associate Portfolio Manager responsible for the high-yield bond, convertible bond and leveraged-loan assets focused in the automotive, transportation, chemical, industrial and homebuilding sectors.

February
CI Investments Inc. honoured with eight Lipper Fund Awards.

Henry Kwok joined Signature Global Advisors as an analyst specializing in the Consumer sector.