Thoughtful commentary in a complex world.
Explore market perspectives, tax and estate guidance, firm news, media appearances, and investment strategy insights from the JCIC team.
BNN Bloomberg: Kai Lam on Ways to Gain From the AI Boom
JCIC Chief Investment Officer Kai Lam joined BNN Bloomberg on May 26th to highlight three stocks he is bullish on right now, starting with a company that tests microchips.
BNN Bloomberg: Cam Scrivens on Commodities, Alphabet, and the AI Infrastructure Crossover
JCIC President Cameron Scrivens explored the direct intersection between physical commodities and digital innovation, touching on Freeport-McMoRan and Alphabet.
BNN Bloomberg: Kai Lam on Navigating Iran Conflict Volatility & Portfolio Resilience
JCIC Chief Investment Officer Kai Lam joined BNN Bloomberg to analyze the market volatility stemming from the Iran conflict. Discover why Canada’s strong energy and gold sectors provide a strategic hedge and how a patient approach to wealth management can turn global uncertainty into long-term investment opportunities.
BNN Bloomberg: Kai Lam on Strategic AI Investing and Market Resilience
JCIC Chief Investment Officer Kai Lam discusses the AI investment landscape on BNN Bloomberg. Learn about the "two-pronged" approach to AI growth—balancing high-performing tech like Nvidia and Celestica with defensive hedges like Dollarama to manage volatility in a shifting market.
BNN Bloomberg: Cam Scrivens on Finding Value in Lagging Mega-Caps and Global Aviation
In a recent appearance on BNN Bloomberg, JCIC President Cameron Scrivens highlighted a valuation disconnect in select mega-caps like Amazon, and broke down General Electric’s aviation business.
BNN Bloomberg: Uber’s Autonomous Future & Asset-Light Growth Strategy
JCIC is a regular contributor to Canada’s leading business television channel.
BNN Bloomberg: Kai Lam on Trump’s Trade Announcements and Market Resilience
JCIC Portfolio Manager Kai Lam reacted to the latest trade proclamations from American President Donald Trump.
Kai Lam on BNN Bloomberg: International markets trading at incredible discount to North America
Kai Lam on BNN Bloomberg: International markets trading at incredible discount to North America
Cameron Scrivens on BNN Bloomberg: Riding through the noise as U.S. - China trade war reaches round 3
Kai Lam on BNN Bloomberg: International markets trading at incredible discount to North America