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
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.
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.
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