Q3 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.

brandes

Emerging Markets Equity Strategy Notes

As 2020 continues to prove itself a tumultuous year, this quarter saw emerging markets equities decline and underperform the MSCI Emerging Markets Index. Find out how the portfolio is well-positioned for a potential recovery once the COVID-19 impact dissipates.

Third Quarter 2020

Third Quarter Review from Capital Group

Though global stocks and emerging markets showed strong gains this quarter, fears of additional COVID-19 outbreaks caused the markets to dip in September. In this article, Capital Group Investment professionals offer a review of world markets for the third quarter.

World markets review — Third quarter 2020

cumberland-private-wealth

Cumberland shares how fixed income markets have evolved since the outbreak of the COVID-19 crisis, and how this evolving environment has created new investing themes.

Video: September 22 Quarterly Market Update

Video: November 16 Market Review and Outlook

fiera_capital

Strategic overview and quarterly commentary for three investment funds managed by Fiera Capital: Active and Strategic Fixed Income – Short Term, Canadian Equity, and Canadian Equity Small Cap.

Active and Strategic Fixed Income - Short Term

Canadian Equity

Canadian Equity Small Cap

invesco

Q3 Market Commentary

Find out how the bumpy recovery from the COVID-19 lows created opportunities across asset classes. Learn about five key issues that have the potential to impact global markets, as well as five questions we’re hearing from investors.

Blog: Five questions we’re hearing from investors

Blog: Five things to watch in October

 

Schroders_Logo_Prussian Blue_PMS_C

Schroders offers a review of markets in the third quarter when global equities moved higher, led by Asia.

Quarterly markets review - Q3 2020

 

Logo CI Investments

Quarterly insights and performance overview of two investment funds managed by CI Investments: Signature Corporate Bond Fund and Signature Income & Growth Fund.

Signature Income & Growth Fund Third-Quarter 2020 Commentary

Signature Corporate Bond Fund Third-quarter 2020 Commentary

sunlife

Q3 2020: Market Update

In the third quarter, we started to add some risk back into the portfolios, with our overall equity weighting moving from slightly underweight to neutral.

Q3 Commentary

Thumb_BookMeeting
Looking for a second opinion on your finances?
Talk to an experienced Investment Planning Advisor* from CDSPI.

*Investment advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.