Investment Insights

Investment Research
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Investment insights

Thought leadership

CIBC Asset Management
Investment Insights
Investment Research

Research

Our experts publish authoritative reports on a variety of topics to help clients understand the important issues that can influence investment decisions.

Fixed income

Is it time to rethink bonds? (PDF, 145KB) Opens in a new window.

Private credit: Opportunities to improve return and diversification (PDF, 410 KB) Opens in a new window.

Capital-efficient investing for Property & Casualty insurers (PDF 845 KB) Opens in a new window.

Limited recourse capital notes: A new instrument in the Canadian bond market (PDF, 175 KB) Opens in a new window.

Negative interest rates as a policy tool in the U.S. and Canada: Pros and cons (PDF, 160 KB)Opens a new window in your browser.

Market update – State of corporate bond liquidity (PDF, 210 KB)Opens a new window in your browser.

Private placement landscape in Canada (PDF, 230 KB) Opens in a new window.

Giving credit where credit is due (PDF, 410 KB) Opens in a new window.

Equities

Are we there yet? How much further could the equity market correction extend? (PDF, 450 KB) Opens in a new window.

Global health care: An opportunity to invest in innovation (PDF, 490 KB) Opens in a new window.

When interest rates rise, tilt towards value and away from growth? Not so fast! (PDF, 520 KB) Opens in a new window.

The global microchip shortage and what it means for investors (PDF, 180 KB) Opens in a new window.

The low volatility effect — pursuing a smoother investment experience (PDF, 290 KB) Opens in a new window.

Equity income investing — alive and well (PDF, 240 KB) Opens in a new window.

The Case for Canada (PDF, 585 KB) Opens in a new window.

Multi-asset and currency

The role of active currency management in portfolios (PDF, 450 KB) Opens in a new window.

Managing currency risk through strategic hedging (PDF, 245 KB) Opens in a new window.

Strategic and active currency management (PDF, 230 KB) Opens in a new window.

Staying invested (PDF, 415 KB) Opens in a new window.

Long-term strategic asset allocation (PDF, 580 KB) Opens in a new window.

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

Protecting portfolios during periods of equity drawdown (PDF, 1.6 MB) Opens in a new window.

Positioning portfolios for a return of inflation (PDF, 780 KB) Opens in a new window.

Integrating ESG risk analysis into a macro investment strategy (PDF, 700 KB) Opens in a new window.

Adding structured products to investor portfolios (PDF, 425 KB) Opens in a new window.

Alternatives: How much to allocate? (PDF, 580 KB)Opens a new window in your browser.

The future of the U.S. dollar (PDF 1.1 MB)Opens a new window in your browser.

Where gold fits in portfolios (PDF, 615 KB) Opens in a new window.

The role of liquid alternatives in portfolios (PDF, 655 KB)Opens a new window in your browser.

Estimating investment capacity: an application to active currency (PDF, 595 KB)Opens a new window in your browser.

Improving portfolio outcomes associated with dynamic currency hedging (PDF, 480 KB)
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CIBC multi-asset absolute return strategy (PDF, 345 KB) Opens in a new window.

Sustainable investments

Intergovernmental Panel on Climate Change 2022: A summary (PDF, 1.3 MB) Opens in a new window.

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

The impact of climate change on your portfolio (PDF, 190 KB) Opens in a new window.

Sustainable investing — beyond the green bond (PDF, 105 KB) Opens in a new window.

Investing in the energy infrastructure of the future (PDF, 290 KB) Opens in a new window.

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