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.

First Quarter 2021


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.

Global Equity Fund

U.S. Equity Fund


Logo CI Investments

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.

Signature Income & Growth Fund

Signature Select Canadian Fund


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.

VIDEO: Quarterly April 2021 Market Update

Chairman’s Market Commentary


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.

Quarterly Commentaries


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

Quarterly Review: Invesco Global Real Estate Fund

Quarterly Review: Invesco Main Street U.S. Small Cap Class


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.

PH&N Bond Fund

PH&N Core Plus Bond Fund

PH&N Dividend Income Fund

PH&N Balanced Pension Trust

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.