Michael Cirami, portfolio manager of the EMsights Capital Group, provides an overview of the current market environment, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.


This audio recording should be reviewed in conjunction with the accompanying slide presentation. Access “Slides” to view.

This investor update represents the views and opinions of Michael Cirami and Darren Goldman as of 25 April 2023, which are based on current market conditions and are subject to change without notice. While the information contained herein is believed to be reliable, there no guarantee to the accuracy or completeness of any statement in the discussion. This material is for informational purposes only and should not be considered as investment advice or a recommendation of any investment service, product or individual security. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

Past performance does not guarantee future results. Current and future holdings are subject to risk.