March was bruising for markets—and geopolitics was right at the centre of it. In this episode of Capital Insights, CI Global Asset Management’s Pete Hofstra unpacks what drove North American equities lower, why traditional safe havens failed to protect investors, and how scenarios around the Iran conflict, oil prices and inflation could shape what comes next. He also points to where opportunity may be emerging, from AI infrastructure to quality equities, in an environment defined by uncertainty—but not a lack of conviction.

CI Global Asset Management

CI Global Asset Management (CI GAM) is one of Canada’s largest investment management companies with more than 100 investment professionals—each with extensive expertise navigating multiple markets. We offer a unique, modern lineup of traditional and alternative strategies with the performance you need to help achieve your distinct goals.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.
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