EXPERT ANALYSIS

The fiscal debate in Washington

Recently, President Joe Biden proposed the biggest expansion of the federal government’s role in the economy since the 1960s by laying out his tax policy pitch for both corporate and individual taxes. Our experts assess potential impacts on wealth planning and the financial markets.

Wealth planning

A look at Biden's (early) tax policy proposals

Financial market focus

• Biden's opening bid: Initial thoughts on an ambitious agenda
• A bond investor's perspective

Investment Insights

Commodities: A triple threat?

What are the possible benefits of adding commodities to your portfolio?

Read the article

Q2 2021 QUARTERLY OUTLOOK

Economy: Pricing in a global recovery

• Webcast—2021 economic & financial markets outlook
• Overview—US and global markets, alternative investments and more
• Overview—Interest rates, inflation and munis
• Article—Inflation: Could this time be different?
• Video commentary—Spotlight: Middle market companies

WEALTH PLANNING

What to know about recently proposed transfer tax legislation

Legislation has been proposed recently in the Senate that may impact those considering wealth transfer this year and in the future. In this article, we summarize many of those proposals and suggest some action items in light of those proposals.

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EXPERT ANALYSIS

Cryptocurrency insights

Bitcoin appeared seemingly out of nowhere and has since become the fastest-growing, best-performing asset/currency in the world. Bitcoin has received plenty of headline attention, yet it remains a mystery to experienced and casual investors alike.

• Part 1: The buzz about Bitcoin
• Part 2: Bitcoin is a phenomenon: But is it a good investment?

Investment Insights

Emerging opportunities in emerging markets

CIBC Private Wealth International Equities Portfolio Manager Matt Scherer, CFA, sizes up and breaks down the opportunity set of this developing economic landscape.

Watch the presentation

2020 YEAR-END & 2021 QUARTERLY OUTLOOK

Progressing toward a post-COVID-19 environment

As we say goodbye to a challenging 2020, we look ahead with optimism at the economic growth potential in the years to come. Can we expect the economic recovery to mirror that of the most recent Great Recession? Or, is more promising news ahead in a post-vaccine world?

2021 economic & financial markets outlook

• Webcast: Biden administration and the impact on markets and wealth planning
• Presentation: US markets, the Fed and asset class views
• Commentary: Growth, inflation and policy in Washington

2020 wrap-up

• Commentary: Liftoff—Why this time should be better, and different

Expert Q&A series

Legacy of COVID-19

Key innovations that emerged during this pandemic will outlive it. Others are yet to reveal themselves but will surely be part of the legacy of COVID-19. CIBC Private Wealth is committed to bringing to you the perspective and insight of top thinkers in various fields on what the legacy of COVID-19 could be.

• Part 1: Biotech and the pandemic

• Part 2: Work and careers

  
  Read the article
  Listen to the podcast

• Part 3: Healthcare and AI

  
  Read the article
  Listen to the podcast

• Part 4: The future of healthcare

  
  Read the article
  Listen to the podcast

• Part 5: Is this a lost year for education?

  
  Read the article
  Listen to the podcast

Podcast and blog series

Proactive planning during a time of uncertainty and volatility

In our six-part proactive planning podcast and blog series, our senior wealth strategists detail specific techniques available during this market environment.  Learn more

• Part 1: Benefits of a GRAT when market values are low
• Part 2: Proactive planning in volatile markets with roth conversions
• Part 3: Proactive planning with low market values using Spousal Lifetime Access Trusts
• Part 4: Proactive planning with low market values using a sale to a Grantor Trust
• Part 5: Proactive planning with low interest rates using intra-family loans
• Part 6: Proactive planning with low market values using gifts