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.
A chat with our International Specialist Kai Lam
A chat with our U.S Specialist Cameron Scrivens
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.
Income Splitting: Can you benefit from a low interest rate environment?
At JCIC we combine a top down view of the economy and the macro environment with bottom-up stock selection.
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.