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Equities climb despite rising macro risks

Equities climb despite rising macro risks

CIBC Global Asset Management’s Craig Jerusalim says strong company earnings and investor FOMO are driving the rally.

Featuring Craig Jerusalim | May 18, 2026

From

CIBC Global Asset Management

11 min 43 sec | Related Article

Active management key as bond markets reprice risk

CIBC Global Asset Management’s Adam Ditkofsky says portfolio positioning comes down to balancing duration, yield curve exposure and sector risk.

Featuring Adam Ditkofsky | May 11, 2026

From

CIBC Global Asset Management

10 min 37 sec | Related Article

Higher yields restore bonds’ role as key diversifier

CIBC Global Asset Management’s Leslie Alba is confident being overweight in corporate bonds, despite spreads at historic tights.

Featuring Leslie Alba | May 4, 2026

From

CIBC Global Asset Management

11 min 51 sec | Related Article

TSX well positioned as energy rises, gold resets

CIBC Global Asset Management’s Tudor Padure says materials and energy have historically outperformed during periods of oil-driven inflation.

Featuring Tudor Padure | April 27, 2026

From

CIBC Global Asset Management

8 min 44 sec | Related Article

Economy

Higher yields restore bonds’ role as key diversifier

CIBC Global Asset Management’s Leslie Alba is confident being overweight in corporate bonds, despite spreads at historic tights.

Featuring Leslie Alba | May 4, 2026

From

CIBC Global Asset Management

11 min 51 sec | Related Article

Navigating uncertainty while positioning for the long term

CIBC Asset Management’s Leslie Alba says balance, quality and patience are ‘time-tested pillars’ of investing.

Featuring Leslie Alba | January 26, 2026

From

11 min 38 sec | Related Article

Rising risks and hidden opportunities drive 2026 markets

CIBC Asset Management’s David Wong says diversification and active management will remain key heading into the new year.

Featuring David Wong | December 15, 2025

From

12 min 29 sec | Related Article

Recession risk falls as global stimulus kicks in

CIBC Asset Management’s Eric Morin says a slowdown in the U.S. labour market could push the probability of a recession higher.

Featuring Éric Morin | November 10, 2025

From

10 min 53 sec | Related Article

Equities

Equities climb despite rising macro risks

CIBC Global Asset Management’s Craig Jerusalim says strong company earnings and investor FOMO are driving the rally.

Featuring Craig Jerusalim | May 18, 2026

From

CIBC Global Asset Management

11 min 43 sec | Related Article

TSX well positioned as energy rises, gold resets

CIBC Global Asset Management’s Tudor Padure says materials and energy have historically outperformed during periods of oil-driven inflation.

Featuring Tudor Padure | April 27, 2026

From

CIBC Global Asset Management

8 min 44 sec | Related Article

Global infrastructure poised to shine on growth, inflation and value

Portfolio manager Andrew Maple-Brown says global-listed infrastructure is set for earnings growth.

Featuring Andrew Maple-Brown | April 20, 2026

From

Maple brown abott

9 min 34 sec | Related Article

Energy stocks rally on oil surge with more upside ahead

CIBC Global Asset Management’s Daniel Greenspan says companies in stable jurisdictions like Canada will provide a premium.

Featuring Daniel Greenspan | April 13, 2026

From

CIBC Global Asset Management

10 min 56 sec | Related Article

Financial Planning

Financial Planning

3 ways to use asset allocation strategies to add value

CIBC Asset Management’s Caitlin Ebanks says in Canada’s ETF boom, advisors should focus on simplicity, scale and fees.

Featuring Caitlin Ebanks | January 19, 2026

From

8 min 27 sec | Related Article

Financial Planning

Turning RESP goals into reality starts with good advice

CIBC Asset Management’s Michael Keaveney says parents should start saving early and remain invested for the long term.

Featuring Michael Keaveney | August 25, 2025

From

10 min 05 sec | Related Article

Financial Planning

Time horizon, liquidity are key for alternatives

In the second of a two-part series, CIBC’s Meric Koksal details how private equity, private credit and real assets can offer alternative investment opportunities.

Featuring Meric Koksal | June 2, 2025

From

9 min 14 sec | Related Article

Fixed Income

Active management key as bond markets reprice risk

CIBC Global Asset Management’s Adam Ditkofsky says portfolio positioning comes down to balancing duration, yield curve exposure and sector risk.

Featuring Adam Ditkofsky | May 11, 2026

From

CIBC Global Asset Management

10 min 37 sec | Related Article

Inflation, rates, AI to shape fixed-income strategy for 2026

CIBC Asset Management’s Aaron Young says corporate credit could continue to provide opportunities.

Featuring Aaron Young | December 8, 2025

From

11 min 00 sec | Related Article

Tight spreads force caution, selectivity in credit markets

CIBC Asset Management’s Gino Di Censo says despite richness in corporate bonds, there are still pockets of opportunity.

Featuring Gino Di Censo | November 24, 2025

From

7 min 37 sec | Related Article

Real Assets

Understanding Private Markets

From risks to returns, portfolio manager outlines key considerations for investors.

Featuring Srikant Menon | June 28, 2024

From

10 min 54 sec | Related Article

Investing in Real Assets Amid Banking Turmoil

Smaller commercial real estate may be more vulnerable to stricter lending after SVB.

Featuring Larry Antonatos | April 24, 2023

From

9 min 48 sec | Related Article

How Real Assets Could Fare in a Recession

Infrastructure, real estate offer predictable revenues relative to traditional cyclical sectors.

Featuring Larry Antonatos | November 16, 2022

From

5 min 01 sec | Related Article

Tax & Estate

Golombek’s Year-End Tax Tips

Proposed capital gains changes put the spotlight on tax-gain selling.

Featuring Jamie Golombek | November 20, 2024

From

9 min 07 sec | Related Article

What Advisors Need to Know About Budget 2024

HNW clients should plan now for the greater capital gains inclusion rate.

Featuring Jamie Golombek | April 17, 2024

From

8 min 42 sec | Related Article

Year-End Tax Planning for 2023

Tax-loss selling, charitable giving and managing the new AMT.

Featuring Jamie Golombek | November 6, 2023

From

8 min 17 sec | Related Article

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