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.

Fourth Quarter 2020

Fourth Quarter Review from Capital Group

After a tumultuous year, hear from Capital Group on how their Global Equity and U.S. Equity portfolios performed. Get the highlights and relevant commentary.

Global Equity Quarterly Portfolio Review

U.S. Equity Quarterly Portfolio Review

Logo CI Investments

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.

Portfolio Review – Fourth Quarter 2020

Signature Canadian Bond Fund

Signature Income & Growth Fund

Signature Select Canadian Fund

Signature Corporate Bond Fund


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.

Year End and Q4 2020 Strategy & Market Reviews

Chairman’s Market Commentary

VIDEO: 2021 Market Outlook

VIDEO: Stocks, Stocks, Stocks

VIDEO: Fixed Income Update


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.

Quarterly Commentary: Canadian Dental Service Plans Inc.

Quarterly Commentary: Aggressive Equity Fund

Quarterly Commentary: Common Stock Fund


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.

Blog: Market Predictions and Investment Resolutions for 2021

Quarterly Review: Invesco Canadian Fund

Quarterly Review: Invesco Europlus Fund

Quarterly Review: Invesco Global Companies Fund

Quarterly Review: Invesco Global Real Estate Fund

Quarterly Review: Invesco Main St US Small Cap Class Performance Commentary


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.

Fund Review Q4 2020

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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.