After a strong rally in equities in the first half of 2023, most major regions declined in the third quarter. In fixed income markets, government bond returns were negative across developed markets as the U.S. 10-year yield reached the highest level since 2007.
September 28, 2023
Topic: Portfolio Managers
“Private equity is just leveraged buyouts!” Ever heard someone say that? It’s probably one of the biggest misconceptions about private markets.
September 28, 2023
Topic: Portfolio Managers
Under the spotlight this month: Maxime Houde, associate portfolio manager of the Thematic Innovation (iA) Fund.
September 21, 2023
Topic: Portfolio Managers
Performance, strategies and market movements: All you need to know this month.
September 11, 2023
Topics: Economic news, Portfolio Managers
In the equity markets, returns were mostly negative across the globe but a weaker Canadian dollar favoured Canadian investors, leading to higher returns on U.S. and global equities.
September 7, 2023
Topic: Portfolio Managers
2nd part of 3 - The All-Purpose Investment Strategy
Transitioning to our current segment, we shift our focus to the efficacy of dividend growth strategies in shielding investors from the turbulence of market volatility.
September 5, 2023
Topic: Portfolio Managers
"In our base case, we see a weakening of the U.S. economy in late summer or fall that will likely prompt the Fed to pause rate hikes past July." — Alfred Murata, PIMCO
August 31, 2023
Topic: Portfolio Managers
Global markets and geopolitics are moving faster than ever. To help you gain perspective on the economic and investment implications, CIBC Asset Management is hosting an ongoing webcast series.
August 29, 2023
Topic: Portfolio Managers
Part 1 of 3 - The All-Purpose Investment Strategy
Over the past decade, see how the S&P 500 Dividend Aristocrats index has outperformed the S&P 500 overall index in earnings per share (EPS) growth.
August 23, 2023
Topic: Portfolio Managers
Watch now the third edition of the FINcast vlog featuring David Fingold, Vice-President and Portfolio Manager, Dynamic Funds.