Two powerful forces are shaping North American equity markets right now: geopolitical disruption and the explosive growth of AI. As Peter Hofstra explains, while the “Trumposphere” continues to drive volatility through global tensions and supply chain risks, the “AI-verse” is fuelling strong earnings, record investment, and a new wave of opportunity—forcing investors to balance optimism with discipline as these themes evolve and potentially collide.

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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