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Sub-advisor outlook and investment strategies

Our global sub-advisors discuss the outlook for equities, fixed income, alternatives, and private markets in the year ahead while detailing how they are strategically positioned to align with market forecasts for 2026.

Videos

Walter Scott & Partners Ltd. - Global Equities

Murdo MacLean, Client Investment Manager at Walter Scott & Partners Ltd, discusses their 2026 outlook for global equities highlighting emerging opportunities and key trends. Discover the investment strategies shaping the Renaissance Global Growth Fund & Renaissance International Equity Fund.


Maple-Brown Abbott - Global infrastructure equity

Andrew Maple-Brown, portfolio manager and co-founder of Maple-Brown Abbott's Global Listed Infrastructure strategy, shares their 2026 outlook for global infrastructure equity. Gain expert insights into the developing landscape and investment strategy behind the Renaissance Global Infrastructure Fund.

PIMCO - Global Multi-Sector Fixed Income

Prerna Gupta, Senior Vice-President and Fixed Income Strategist at PIMCO, provides an in-depth look at the 2026 outlook for global multi-sector fixed income. Discover how her team is shaping the investment strategy for the CIBC Diversified Fixed Income Fund to navigate evolving market dynamics and capturing new opportunities.

DoubleLine® - Global multi-sector fixed income

Jeff Mayberry, Portfolio Manager at DoubleLine® presents their 2026 outlook for global multi-sector fixed income. Learn how the team is actively positioning the Renaissance Flexible Yield Fund to seize opportunities and navigate the advancing fixed income landscape.


Ares - Private credit

Mike Zugay, Partner at Ares Credit Group, delivers their 2026 investment outlook on private credit. Explore how the CIBC Ares Strategic Income Fund is being positioned to navigate the evolving market conditions and to identify potential opportunities for investors.

StepStone Group - Venture Capital and Growth and private market

Brett Schlemovitz, Partner at StepStone Private Wealth, shares their 2026 investment outlook for venture capital, growth, and private markets, along with their investment strategies for the Alpine SPRING Private Venture & Growth Fund and the Alpine SPRIMTM Private Markets Fund.

KKR - Global private equity

Alisa Wood, Partner and Co-CEO of KKR Private Equity Conglomerate LLC, shares their 2026 global private equity outlook. Learn how the CIBC KKR Global Equity Strategy fund is being positioned to respond to emerging opportunities and to support long-term growth objectives for investors.

If you have questions about our sub-advisor managed funds or our investment solutions, please reach out to your advisor or CIBC representative anytime.


This material is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to.

The material and/or its contents may not be reproduced without the express written consent of CIBC Asset Management Inc.

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