January edition of Portfolio Construction: Bubble, But for How Long?
The current scenario of higher asset prices during a recession has one logical conclusion – we are in a bubble. The question is, when will it burst? As part of their January commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer, and Marchello Holditch, Vice-President and Portfolio Manager, CI GAM | Multi-Asset Management, look at what factors are driving asset prices higher and why central banks may be hesitant to let the bubble burst. Read More.