Investment Insights | CIBC Asset Management

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

2022 long-term expected returns for Capital Markets

Every year, CIBC Asset Management develops long-term capital markets expectations for a number of asset classes to guide investors with their strategic asset allocations. The Multi-Asset and Currency Team prepares the forecast, with inputs from our Fixed Income and Equity teams. Our team includes economists, quantitative analysts, investment strategists and portfolio managers.

Read 2022 long-term expected returns for Capital Markets (PDF, 395 KB) Opens in a new window.

The low volatility effect — pursuing a smoother investment experience

This whitepaper examines the low volatility effect and explores some of the key principles of low volatility investing. We demonstrate why an allocation to low volatility strategies could be warranted, and how it should be used in portfolios to reduce overall volatility and enhance risk-adjusted returns over the long term.

Read The low volatility effect (PDF, 290 KB) Opens in a new window.

Integrating ESG risk analysis into a macro investment strategy

Integration of Environmental, Social, and Governance (ESG) risk factors into investment processes is increasingly common for strategies that select across individual securities, including public equities, bonds, and private assets.

Read the Integrating ESG risk into a macro investment analysis (PDF, 1.1 MB) Opens in a new window.

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.

Helping your organization make educated investment decisions

Insights and research

Thought leadership is an integrated function at our firm

Key topics

Featured posts

2022 long-term expected returns for Capital Markets

The low volatility effect — pursuing a smoother investment experience

Integrating ESG risk analysis into a macro investment strategy

CIBC Asset Management Perspectives

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