AIP Asset Management is an Investment Fund Manager and Portfolio Manager based in Toronto registered with the OSC as an IFM, PM and EMD.
Toronto
Joined April 2017
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SpaceX shares have bounced back from their summer lows.
But there’s an interesting difference: implied volatility is roughly half what it was around the June debut.
The story may be shifting from IPO excitement to execution.
cnbc.com/2026/10/06/spacex-s…
#SpaceX #IPO #Investing
Three years running.
AIP’s Convertible Private Debt Fund has again been named a Top Contender for Best Overall Canadian Hedge Fund — one of four 2026 Canadian Hedge Fund Awards nominations for AIP.
Winners will be announced Oct. 20.
#AIPAssetManagement #CHFAwards #Investing
Anthropic isn’t slowing down ahead of its planned IPO.
This week it launched Sonnet 5.5 — its second major Claude model release in a week.
Soon, public investors may get the chance to put their own value on one of the companies at the centre of the AI boom.
#Anthropic #AI #IPO
Higher for longer remains a key question for markets.
Our Jay Bala recently joined BNN Bloomberg to discuss why de-globalization and tariffs could keep inflation elevated — and what that could mean for fixed income.
Watch: youtu.be/pKLfkDKQlnM
#FixedIncome #InterestRates
SpaceX’s Nasdaq-100 weight has reportedly jumped from ~1.3% at IPO to 2.8% as more shares enter the public float.
That means index-tracking funds need to adjust their holdings, creating additional demand.
It’s a dynamic we’re watching for both SpaceX and, soon, Anthropic. #XIPO
The market has seen this movie before.
The important point isn’t predicting another Tilray. It’s recognizing that market structure can sometimes matter just as much as fundamentals in the short term.
At AIP, we’re watching both.
🤖 Made with AI
Tesla hitting $420 per share in 2019 made headlines because of Elon Musk’s infamous “funding secured” tweet.
Looking back, that milestone barely registers on Tesla’s long-term chart.
It’s a reminder that investors can become fixated on headline prices.
cnbc.com/2019/12/23/tesla-st…
Our Founder and CEO Jay Bala joins Merella Fernandez of BNN Bloomberg to discuss key interest rate decisions from both the Bank of Canada and the Federal Reserve.
Watch the full interview:
youtu.be/k3ItBJP7rjQ
In today’s environment, adding exposure to top-tier private companies can offer:
🔹 Stronger risk-return profiles vs. traditional fixed income
🔹 Downside protection through secured structures
🔹 Diversification away from public-market volatility
reuters.com/business/musks-x…
Our CEO Jay Bala joined BNN Bloomberg's Merella Mernandez to discuss the current investing environment, and how many traditional income strategies are quietly becoming real-return traps.
youtu.be/c-SrdVCcNUE
"We're pretty much priced to perfection at this point"
Our CEO Jay Bala joins Merella Fernandez of BNN Bloomberg to discuss alternative investments, equities being at all time highs
Watch the full interview:
youtube.com/watch?v=cyH5_ktQ…
What does portfolio resilience look like in today’s market?
In this edition of eFORUM by Advocis, The Financial Advisors Association of Canada, AIP CEO Jay Bala breaks down why the traditional 60/40 portfolio is no longer enough
Learn more:
advocis.ca/rethinking-portfo…
We are excited to announce that AIP has been shortlisted in 2 categories for the HFM US Performance Awards 2025!
awards.withintelligence.com/…
It’s no longer enough to rely on public equities and fixed income alone.
Alternative investments can enhance portfolio diversification by providing relatively low-correlation returns.
Read the full article here:
investmentexecutive.com/news…
Going Back to First Principles
How do you want your portfolio to look over the next 4 years?
The uncertain state of the market should have investors questioning whether they are truly diversified.
Join our founder and CEO Jay Bala on BNN Bloomberg:
youtu.be/9eOpfgUUKt0
There are opportunities in the mining and cannabis sectors: Money manager: youtu.be/RF4HDO7IBvA?a via @YouTube
Where to minimize risk in your portfolio: AIP Asset Management: youtu.be/3oOaUfX4OFM?a via @YouTube
