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Our investment experts offer economic and financial insights
to balance today's market environment with long-term considerations.
The rise and (upcoming) fall of economic “resilience”
Resilience is an apt description for an economy that has shown some surprising momentum in the first months of 2023. We identify the factors behind that staying power, but also point to signposts, recent events and a complex Fed balancing act that suggest it’s unlikely to persist as we move further into the year.
MARCH 14, 2023
Economic and market implications of the Silicon Valley Bank failure
The collapse of the Silicon Valley Bank created the most turbulence in the financial markets since the outbreak of the COVID pandemic. We examine potential implications across the economy and markets with the caveat that this is a fluid situation.
Debt ceiling dilemma
As U.S. debt ceiling concerns make their way through headlines, investors may be left wondering what the impact could be on markets and investment portfolios. Will we witness a political showdown this summer? We provide our insights and answer some of the fundamental questions surrounding the issue.
10 reasons to be hopeful
Hopes that inflation would prove to be a short-lived worry were repeatedly dashed in 2022, and we’ll close the books on the year without knowing if the situation will improve in 2023. But in the rich landscape of U.S. data, we find ourselves looking at 10 reasons why there appears to be light at the end of the tunnel.
Cautious optimism for the year ahead
Farewell to 2022 — a challenging and volatile year consumed by inflation, Fed policy and a spotlight on recession indicators. As we look ahead to 2023 with cautious optimism, CIBC Private Wealth U.S. Chief Investment Officer David Donabedian, CFA, and Head of Equities Patricia Bannan, CFA, cover the financial market and economic themes that we believe are most likely to emerge this year.
The performance of international equities has lagged that of the U.S. for so long that many investors have forgotten the benefits of a long-term allocation to non-U.S. holdings.
Should active management still play a role in your portfolio?
In the right circumstances — the right environment, right asset classes and right investment approach — we believe active management remains a wise choice.
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