Assante Hydrostone’s blog and news updates.

April edition of Portfolio Construction: How this Year’s Investment Themes are Playing Out in Real Time

Published on: April 30th, 2021

In the first few months of 2021, vaccine deployment, accommodative fiscal policy and upbeat corporate earnings have continued to drive equity markets higher. As part of their April commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer, and Marchello Holditch, Vice-President and Portfolio Manager, CI GAM | Multi-Asset Management, look back at their market outlook for the year to talk about which investment and economic themes are playing out as expected, and what risks and opportunities they’re looking out for.

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