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Portfolio Construction – Central Bank Intervention

  Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, Vice-President and Portfolio Manager CI Multi-Asset Management   Since the financial crisis in 2008-09, the investment landscape has been dominated by one theme: central bank intervention or, more precisely, zero interest rates and increased money supply. Broadly speaking, sovereign debt, credit and  Read more ➝