mattScherer-structure

CIBC Private Wealth Management Blog
Matt Scherer, CFA

Asset Publisher

Investments

Investing in Europe

Matt Scherer, CFA
April 09, 2019

We are often asked about investment prospects in the eurozone given the stream of negative headlines. We concede that the pace of growth in the region  has been slowing for many months now; however, we still believe fundamental investors can create value by investing in Europe. Currently, the CIBC International Growth portfolio consists of 25 holdings in Europe and the U.K. and we think...
Investments

International Update: The Year of the Dog Starts With Some Bite

Matthew K. Scherer, CFA
March 02, 2018

Download PDF   The MSCI All Cap World Index ex USA, which tracks both developed and emerging markets, was down 0.5% in February and was down almost 10% at one point during the month from January highs. After strong market performance in 2017 that was characterized by a lack of volatility, the market correction was not totally unexpected. Consistent with trends in 2017, investors “bought...
Investments

International Update: Momentum Continues

Matthew K. Scherer, CFA
February 02, 2018

Download PDF   The MSCI All Cap World Index ex USA, which tracks both developed and emerging markets, was up 5.5% in January after finishing up 27.2% in 2017.1 Last year marked the first time since 2012 that the MSCI All Cap World Index ex USA outperformed the domestic S&P 500 Index2. The strong global stock market performance accelerated into 2018, and during the month we observed...