CIBC Asset Management

Equities climb despite rising macro risks Equities climb despite rising macro risks

Equities

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Equities climb despite rising macro risks

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

By Suzanne Yar Khan |May 18, 2026

3 min read

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Active management key as bond markets reprice risk Active management key as bond markets reprice risk

Fixed Income

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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

By Suzanne Yar Khan |May 11, 2026

3 min read

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Higher yields restore bonds’ role as key diversifier Higher yields restore bonds’ role as key diversifier

Economy

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Higher yields restore bonds’ role as key diversifier

CIBC Global Asset Management’s Leslie Alba is confident being overweight in investment-grade credit, despite corporate spreads' historically tight levels

By Suzanne Yar Khan |May 4, 2026

3 min read

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TSX well positioned as energy rises, gold resets TSX well positioned as energy rises, gold resets

Equities

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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

By Suzanne Yar Khan |April 27, 2026

3 min read

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