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 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.
Kai Lam on BNN Bloomberg: International Markets Trading at a Discount to North America
Kai Lam discusses international equity valuations, the U.S.–China trade agreement and the importance of company fundamentals in this January 2020 BNN Bloomberg interview.
Kai Lam on BNN Bloomberg: Finding Opportunities in International Equities Amid Trade Tensions
Kai Lam discusses international equities, U.S.–China trade tensions, company fundamentals and managing risk during a slower global economy in this BNN Bloomberg interview.