We wanted to provide some continued context and updates from our Managers.
First is an update from Peter Hofstra, Ph.D. – Chief Investment Officer and Senior Portfolio Manager at
Harbour Advisors. Peter will shed some light on Q3, Interest Rates, and headwinds on the horizon that will
likely give rise to opportunity in the near-term.
Alfred Lam, SVP and Chief Investment Officer of CI Multi-Asset Management, provides another piece in
his Portfolio Construction series. To reiterate, CI Global Asset Management is the overlay management
commission that employs, appropriates & reviews (and in seldom cases, replaces) the specialized Money
Management Groups at your Portfolio’s helm. Alfred, in this review, discusses the Energy Market and it’s
current importance, and what we’re doing in consideration thereof.
Click here for the full Portfolio Construction Document
Lastly, we’ve attached a slide of our Managers; noticeably their broad-based, geographical footprint that
reaffirms how diversified our group of experts are.
As always, please contact us with any questions.
Best Regards,
The Finegan Ebenezer team