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Q1 2024 Global Markets Compass—Will the surprisingly strong start to 2024 carry over into the spring?

From an economics and investing point of view, it was a pleasant winter. The US economy continued to grow above potential, the Canadian economy began to rebound, and developed economies around the world continued making progress in reaching central bank inflation targets.

Will this momentum extend into the spring?

Find out when David Wong, Michael Sager and host Trudie Brisebois sit down and explore the economic insights and trends in the latest issue of CIBC Asset Management’s quarterly Global Markets Compass. This dynamic conversation will focus on where the global economy and markets appear to be headed to help support your ongoing investment decisions.

By David Wong, CFA, FRM, Michael Sager, Ph. D., and Trudie Brisebois
Past events
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Investment research

Do Canadian energy stocks still belong in your investment portfolio?

In recent years, Canadian energy companies have enjoyed strong performance. However, after the sector's impressive upswing, many are torn as to whether we can expect a reversal in fortunes or a continued uptrend.

If you're wondering if the Canadian energy sector is still a sound investment, make plans to join this advisor-only webcast on Thursday, April 25, 2024. Three members of CIBC Asset Management's portfolio management team and energy sector experts—Daniel Greenspan, Leo Han, and Ryan Diamant—will explore why the sector should continue to experience strength over the medium to long term. Discussion topics will include :

  • Has the demand for energy changed?
  • Evolving supply dynamics
  • Current state of Canadian energy companies
By Daniel Greenspan, Leo Han, CFA, and Ryan Diamant
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Alternative investments

Identifying opportunities in private market alternative investments

Private market alternative investments have long been coveted for their potential to deliver superior returns than their public market counterparts. But by and large these investments have been closed to retail investors—until now.

Make plans to be part of this advisor-only discussion lead by host David Wong, Chief Investment Officer, Managing Director & Head, Total Investment Solutions at CIBC Asset Management. Mr. Wong will share his thoughts on why private market alternative investments are becoming increasingly important to retail investors and how CIBC Asset Management is making them more available to our clients. Joining him to explore this exciting topic and answer your questions will be special guests from our sub-advisor partners Ares Management and KKR.

By David Wong, CFA, FRM
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Fixed income

Finding fixed income opportunities in a higher-for-longer interest rate environment

With the Bank of Canada holding the policy rate last month, it seems like elevated interest rates are here to stay—at least in the short term. What does this mean for CIBC Asset Management’s investment strategy, portfolios and clients?

Join us as we discuss the current state of fixed income markets and the unique opportunities in fixed income investing. We’ll take a deep dive into the role discount bonds, fixed income pooled funds, and alternative credit can play in an investment portfolio.

By Aaron Young, CFA and Sheryl Dyke
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Navigating markets

The current state of global economies and what to expect over the next 12 months

Michael Sager, Deputy Head, Multi-Asset & Currency Management at CIBC Asset Management discusses expectations for global and domestic asset classes, currencies and commodities in 2024. Mr. Sager will also shed light on the current state of global markets including Canada, the US, Eurozone and China as well as share our 12-month economic outlook.

By Rob Taylor and Michael Sager, Ph. D.
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Fixed income

Fixed income markets—Looking back, looking forward

When 2023 started few would have predicted we’d see 10-year US T-Bills with rates in excess of 5%. And yet here we are. The question now is: Where will rates and fixed income markets go from here?
By Adam Ditkofsky, CFA, Trevor Bateman, CFA, CA, and Aaron Young, CFA
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Navigating markets

Q3 2023 Global Markets Compass - Key themes and insights from our experts

Explore the top insights and trends from the latest issue of CIBC Asset Management’s quarterly Global Markets Compass to help support your ongoing investment decisions.
By David Wong, CFA, FRM, Michael Sager, Ph. D., and Trudie Brisebois
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