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.

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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

Election implication series

Economy & financial markets

•   Nov. 13: The purple haze election
•   Nov. 4: What we know and don’t know
• Pre-election commentaries

Tax and income planning

• 2020 Presidential candidates tax proposal comparison chart
• Five ways to build flexibility into your estate planning
• Income tax planning this election year
• Family wealth planning in 2020
• Year-end tax planning for 2020

The views expressed in this series reflect the assessments of the applicable professionals based on current market conditions and other circumstances and do not necessarily reflect the views of CIBC Private Wealth Management. The views expressed here are for informational purposes only and are not intended to endorse, recommend, or favor either political party or any particular agenda.

2020 Quarterly Outlook

Anything but boring

• Q4 Market Outlook Webcast
• Q4 Financial Markets Monitor
• Q3 Fixed Income Market Review
• Q3 Private Wealth Equity Performance

Perspective

Ushering in the clean energy transition

2019 marked the first year in the modern electric era that renewable energy surpassed coal in the U.S. energy supply mix. This and other reasons lead to an attractive investment opportunity for companies delivering on the clean energy promise today.

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POST-PANDEMIC SERIES

Adapting to a changed landscape

Our investment professionals highlight the key economic and market changes that we believe will likely occur in the aftermath of the COVID-19 recession. 

• Part 1: An acceleration in de-globalization
• Part 2: The size and scope of government
• Part 3: Debt and deficits
• Part 4: Economies, start your engines! But watch for yellow flags

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