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Portfolio Construction
Canadian Equity Alpha: Overcoming the Headwinds
This month, we sat down with Kevin McSweeney, Senior Vice-President, Portfolio Manager & Lead for our Canadian Equity Alpha mandate. With over 25 years of financial services experience, including 17 years in asset management with CI, Kevin is an expert in both Canadian and global infrastructure equities. Alfred Lam: Kevin, it’s a pleasure to have you with us. Before we dive into investment topics, can you share how you got started in the industry and what led you to become a
8 min read
AI’s Second Act and How to Capitalize On It
It is not “if” robots will compete but when Humans have been worried about robots replacing them for over four decades. Until recently, the closest invention resembling a robot—the personal computer—boosted productivity but still relied heavily on human input. However, this may change with the rapid development of artificial intelligence and the recent announcement of Nvidia’s “Jetson Thor” superchip. Jetson Thor could be a game-changer. Capable of learning, processing, and e
4 min read
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