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CIBC Global Asset Management
Rethinking core equity in modern portfolios Rethinking core equity in modern portfolios

Equities

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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

By Suzanne Yar Khan |March 9, 2026

3 min read

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Alternative credit hedges risk while boosting returns Alternative credit hedges risk while boosting returns

Fixed Income

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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

By Suzanne Yar Khan |March 2, 2026

2 min read

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Beyond AI, housing and industrials are set to surge Beyond AI, housing and industrials are set to surge

Equities

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Beyond AI, housing and industrials are set to surge

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

By Suzanne Yar Khan |February 23, 2026

4 min read

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Balance sheets beat hype in AI race Balance sheets beat hype in AI race

Equities

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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

By Suzanne Yar Khan |February 13, 2026

3 min read

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