Latest financial insights & resources
Latest financial insights & resources
Our experts offer economic, financial and wealth planning insights to balance today's market environment with long-term considerations.

Investor insights
Invasion and history unfolding:
Russia-Ukraine crisis

Investor insights
ESG & Impact Investing

Investor insights
China

2022 OUTLOOK
Tailwinds, headwinds and the occasional wind shear

Investor Insights
The global microchip shortage and what it means for investors
Why are we experiencing a chip shortage, and what may be its impacts?

Investor Insights
Bond market insights
From the desk of CIBC Private Wealth Head of Fixed Income Gary Pzegeo, CFA.

Q4 2021 QUARTERLY OUTLOOK
Slower growth, but not slow

Investor Insights
Simmering on the back burner: the national debt
The national debt of the United States is bigger than the American economy.

Investor Insights
Profitable summer … frenetic fall?
The stock market has experienced a remarkable run despite pockets of speculation around the fringes. What might change?

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.

Q3 2021 QUARTERLY OUTLOOK
Economic expansion ahead

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

Investment Insights
Commodities: A triple threat?
What are the possible benefits of adding commodities to your portfolio?

Q2 2021 QUARTERLY OUTLOOK
Economy: Pricing in a global recovery

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.

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.

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

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.
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Part 1: Biotech and the pandemic
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Part 2: Work and careers
Read the article
Listen to the podcast
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Part 3: Healthcare and AI
Read the article
Listen to the podcast
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Part 4: The future of healthcare
Read the article
Listen to the podcast
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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
In the press
01.06.2022
Senior equity trader Rebecca Babin quoted in Yahoo! Finance
'Oil Gains as North American Freeze, OPEC+ Constraints Hit Supply'
01.05.2022
Chief Investment Officer Dave Donabedian, CFA quoted in Financial Advisor
'Bitcoin Declines To Lowest Level Since December's Flash Crash'
Read For subscribers only
01.05.2022
Chief Investment Officer Dave Donabedian, CFA quoted in Reuters
'Stocks slump, Treasury yields rise on fear of a faster Fed pullback'
The security and strength of CIBC Private Wealth
Review answers to common questions about the strength of CIBC, the security of your assets with CIBC Private Wealth, internal and external controls, and more. Read more