Fixed income

Q3 2021 fixed income review

• The Fed announced the beginning of a tapered asset purchase program in November with an anticipated wind-down by the middle of 2022. Following the Fed’s September meeting, markets began discounting an increase in short-term rates soon after the end of tapering.
• Supply bottlenecks have lasted longer than policy makers expected, leading to a shift in risks toward inflation.
• Employment growth is on track to meet the Fed’s projections by year-end, but labor force participation has been held back by several factors. The Fed will be looking for signs of maximum non-inflationary employment in the coming months before they consider raising short-term rates.

Read more

Equities

Q3 2021 equity strategy performance

Investors encountered many events in the third quarter that resulted in various bouts of market volatility.

Read more

Equities

Q3 2021 equity strategy performance

Investors encountered many events in the third quarter that resulted in various bouts of market volatility.

Read more

Economic Outlook

Slower growth, but not slow

Has US economic growth run its course? Despite big spending proposals and expected tax changes out of Washington, as well as inflation, global credit and supply chain risks, our experts share why they expect growth to run above trend well into 2022.

Read more

Investor Insights

Ushering in the clean energy transition

When combining all renewable sources, 2019 marked the first year in the modern electric era that renewable energy surpassed coal in the US energy supply mix. In fact, countrywide annual energy consumption from coal has reached its lowest level since 1965 in the US.

Read more

Investor Insights

Simmering on the back burner: the national debt

The national debt of the United States is bigger than the American economy.

Read more

Investor Insights

Profitable summer … frenetic fall?

The stock market has experienced a remarkable run despite pockets of speculation around the fringes. What might change?

Read more

Investor Insights

China’s heightened regulatory oversight shakes investor confidence

China has the largest economy in the world, but it’s still an emerging market.

Read more

Wealth strategies

Protecting your wealth

This five-part series focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies.

Read more

Investor Insights

China: Growth optimism despite geopolitical tensions

The Chinese government has recently escalated regulatory oversight of certain sectors and foreign listings. While this may be a cyclical phenomenon, the intensity of the current period may have some investors questioning the growth tradeoff in this market.

Read more

Investor Insights

The move toward clean energy

At least 110 countries have pledged to become carbon neutral by 2050. Investors should consider what sectors of the market are likely to benefit from the change.

Read more

Q3 2021 QUARTERLY OUTLOOK

Economic expansion ahead

• Webcast—Midyear 2021 economic & markets outlook
• Financial Markets Monitor
• Far out, man: Bond yields and distant forecasting

Investment Insights

Renewable natural gas evolution

Electric vehicles, solar panels, wind farms, and hydrogen and carbon sequestration are all hot topics for discussion when thinking about clean energy. What about landfill gas?

Read the article

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.

Read more

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