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.
Q2 2026 Quarterly Investment Report
Q2 2026 Quarterly Investment Report
For the Quarter Ended June 30, 2026. Prepared by the Chief Investment Officer
What Is ESG Investing? Meaning, Examples and How It Works
ESG stands for environmental, social and governance. Learn how ESG factors can affect a company’s risks, opportunities and long-term value—and how ESG differs from socially responsible and impact investing.
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.
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.
ESG ABCs at JCIC: How We Incorporate ESG Into Our Investment Process
Cameron Scrivens explains how JCIC evaluates environmental, social and governance factors within its company research and portfolio construction process.
JCIC Market Outlook: September 2020
Cameron Scrivens reviews JCIC’s investment process, defensive portfolio positioning and outlook for equities, bonds, currencies and the global economy in September 2020.