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.
Q1 2026 Investment Report: Navigating Geopolitical Energy Shifts
Navigate the complexities of Q1 2026 with JCIC. CIO Kai Lam analyzes how geopolitical tensions and the AI rotation are reshaping global markets. Discover our strategy for managing energy volatility and finding growth in fixed income and selective equities.
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.
Q4 2025 Investment Report: A Banner Year and the 2026 Outlook
Q4 2025 Investment Report: JCIC reviews a banner year and our 13.4% Balanced Fund return. CIO Kai Lam breaks down the 2026 outlook, AI productivity, and why earnings will drive the year ahead.