Helping your organization make educated investment decisions

Insights and research

Thought leadership is an integrated function at our firm

Our investment professionals leverage deep and diverse expertise by sharing proprietary research across asset class teams and constantly challenging one another. We provide our client base with our research insights and expertise on industry issues and themes that matter most to them.

Key topics

Market views

Investment research

Portfolio insights

Featured posts

The role of active currency management in portfolios

Active currency is one of the least understood asset classes. Yet it has many attributes that make it an attractive addition to investment portfolios. These include risk-adjusted expected returns, high liquidity, diversification and low capital funding requirements. In this paper, we answer questions about all aspects of active currency investing, including the fulfillment options available to investors.

Read the full report (PDF, 450 KB)

What you need to know about the recent Real Return Bond announcement

The Ministry of Finance recently announced they were ceasing the issuance of Real Return Bonds in Canada. The Federal Government had been issuing RRBs regularly since 1991 and has been the largest source of inflation-protected securities for the last 30 years. In this report, we discuss the key drivers behind the decision and what it means for the bond market and investors.

Read the full report (PDF, 715 KB)

Are we there yet?

Equity markets have declined substantially in 2022, and yet the magnitude of the current correction in the S&P/TSX index remains below the average of all drawdowns since 1956.

In this new whitepaper we examine how much further the equity market correction could extend, and how we can gauge when a turn is imminent.

Are we there yet? (PDF, 450 KB)

CIBC Asset Management Perspectives

Our flagship publication. An economic 12-month forecast, analyzing how markets might be affected.

Perspectives (PDF, 515 KB)Opens in a new window.

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