Q1 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
In the first quarter of 2021, the Brandes Emerging Markets Equity Strategy outperformed its benchmark, the MSCI Emerging Markets Index. Find out what contributed to its recent success.
Capital Group’s Quarterly Fund Commentaries
Global stocks rose and U.S. equities continued to recover as stimulus measures and the COVID-19 vaccination rollout showed promise for a strong economic recovery. Find out how Capital Group’s funds did during the first quarter.
CI’s Quarterly Fund Commentaries
This past quarter, CI Global Asset Management’s Signature Income & Growth Fund and Signature Select Canadian Fund outperformed their benchmarks primarily because of stock selection in the financials and energy sectors. Hear more about their performance and an overview of the market.
Cumberland’s Q1 2021 Market Reviews
The start of 2021 has shown that markets are at all-time highs and the economy’s GDP has almost fully recovered. Hear from Cumberland Private Wealth Investment Management’s teams as they share their observations and market update.
Fiera Capital’s Quarterly Commentaries
The outlook for global growth has improved considerably, with accelerating vaccine rollout and improved household savings setting the stage for a strong expansion through 2021. Hear from Fiera Capital about their market outlook for the year, as well as their portfolio strategy & expected returns.
Invesco’s Quarterly Fund Commentaries
This year has started off with the prospect of economic recovery. Find out how a number of Invesco’s funds have performed this quarter.
Quarterly Review: Invesco Canadian Fund
Quarterly Review: Invesco Global Companies Fund
PH&N’s Quarterly Fund Review
Global economies continued to experience strong and swift recoveries this quarter. Hear how PH&N’s Bond Fund, Core Plus Bond Fund, Dividend Income Fund & Balanced Pension Trust performed against this backdrop.
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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.