Q4 Market Updates
How did the markets perform in this quarter and how might this impact your investments? Get information and expert opinions from CDSPI’s fund managers, including market outlooks, fund performance details, their investment strategies, and more. For an up-to-date look at the full list of our investment funds and their performance, visit our funds page. For more information on privately managed portfolios through Cumberland Private Wealth, click here.
Emerging Markets Equity Strategy Notes
As 2020 came to a close, the Brandes Emerging Markets Equity Strategy outperformed its benchmark, the MSCI Emerging Markets Index. Find out what contributed to its success in the fourth quarter.
CI’s Fourth Quarter Portfolio Review
After what has been deemed a “loss” year, 2020 saw markets finish stronger amid one of the worst pandemics in recent history. Find out why asset prices are increasing during a recession, how CI’s portfolio performed, as well as their outlook and positioning moving forward.
Cumberland’s Q4 2020 Market Reviews
2020 saw sharp economic declines and significant job loss. Hear from Cumberland Private Wealth Investment Management’s teams as they share their observations, portfolio updates across North American, Global and Fixed Income markets, and 2021 market outlook.
Fiera Capital’s Q4 Commentaries
The emergence of viable COVID-19 vaccines has caused the global economic outlook to brighten considerably. Find out how Fiera Capital’s Aggressive Equity Fund and Common Stock Fund performed in Q4 2020, along with their investment strategy and 2021 market outlook.
Invesco’s Quarterly Fund Commentaries
With 2020 now behind us, Invesco shares their insights, commentary and investing expertise for the year ahead. Hear their predictions on U.S.-China relations, bitcoin, and more. They also share performance summaries for a number of their funds.
SLGI’s Quarterly Fund Review
Although 2020 saw the sharpest decline into a bear market in history, SLGI portfolio managers are optimistic about the year ahead. Hear their market outlook for 2021, as well as how their Granite Target Risk & Income Segregated Funds performed.
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*Investment advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.