AI disruption, private credit risks and the next wave of IPOs are all front of mind for CI Global Asset Management’s Geof Marshall. In this Inside the Portfolio deep dive, Marshall lifts the lid on where he’s putting capital to work—from opportunistic real estate to legal assets—and why he’s steering clear of crowded software trades as markets brace for a shakeout.

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Geof Marshall

Geof Marshall, SVP, co-manages the CI Global Private Markets Funds in addition to leading the Fixed Income team at CI Global Asset Management. He has more than 20 years’ experience adjacent to the private markets, analyzing and managing corporate bonds, including private equity take-private financings, leverage loans and private credit.

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