CIBC Global Asset Management

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

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

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11 min 43 sec | Related Article
Active management key as bond markets reprice risk Active management key as bond markets reprice risk

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

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10 min 37 sec | Related Article
Higher yields restore bonds’ role as key diversifier Higher yields restore bonds’ role as key diversifier

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

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11 min 51 sec | Related Article
TSX well positioned as energy rises, gold resets TSX well positioned as energy rises, gold resets

Equities

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

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8 min 44 sec | Related Article