Equities

Volatile markets reward active management

CIBC Asset Management’s Catharine Sterritt says macro uncertainty due to geopolitics and AI disruption is strengthening the case for bottom-up stock picking

By Suzanne Yar Khan |March 23, 2026

3 min read

Equities

Geopolitical risks boost defence investment potential

CIBC Asset Management’s Nick With-Seidelin says structural tailwinds and multi-decade commitments will bolster spending.

Featuring Nick With-Seidelin | March 16, 2026

From

8 min 56 sec | Related Article

Equities

Geopolitical risks boost defence investment potential

CIBC Asset Management’s Nick With-Seidelin says structural tailwinds and multi-decade commitments will bolster spending

By Suzanne Yar Khan |March 16, 2026

3 min read

Equities

Rethinking core equity in modern portfolios

CIBC Asset Management’s Greg Gipson says ETFs should be the foundation of portfolios, offering diversification and driving long-term performance.

Featuring Greg Gipson | March 9, 2026

From

10 min 49 sec | Related Article

Rethinking core equity in modern portfolios

CIBC Asset Management’s Greg Gipson says ETFs should be the foundation of portfolios, offering diversification and driving long-term performance

3 min read

Alternative credit hedges risk while boosting returns

CIBC Asset Management’s Gino Di Censo says alternative credit can serve as a complement to a core bond portfolio.

Featuring Gino Di Censo | March 2, 2026

7 min 08 sec

Beyond AI, housing and industrials are set to surge

CIBC Asset Management’s Natalie Taylor says she’s bullish on equities in 2026, as economic data remains robust.

Featuring Natalie Taylor, CFA | February 23, 2026

10 min 20 sec

Balance sheets beat hype in AI race

CIBC Asset Management’s Mickey Ganguly says execution, energy autonomy and free cash flow will determine winners and losers.

Featuring Mickey Ganguly | February 13, 2026

9 min 19 sec