Firm News

CIBC Atlantic Trust Wins Private Asset Management’s Award for Best Investment Platform

Eric Propper, CFA
March 06, 2018

We are pleased to announce that CIBC Atlantic Trust has received Private Asset Management (PAM)’s award for Best Investment Platform—Performance.
Investments

Policy Giveth, And Policy Taketh Away

Dave Donabedian, CFA
March 02, 2018

On Thursday, President Trump signaled his intent to impose steep tariffs on steel and aluminum imports (reportedly 25% and 10%, respectively). Stock market reaction was swift and negative, contributing to an already volatile start to the year.
Investments

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

Matt Scherer, CFA
March 02, 2018

After strong market performance in 2017 that was characterized by a lack of volatility, the market correction was not totally unexpected.
Wealth Strategies

Preserving Your Family’s Wealth Part III: Mitigating Risk at Home

Cathy Schnaubelt
February 27, 2018

Threats to your financial security can come from many sources, but there are three areas of particular vulnerability.
Investments

Bonds Versus Bond Funds: Is Either Approach Advantageous in a Rising Rate Environment?

Tim Musial, CFA
February 22, 2018

Yields on 10-year Treasury bonds have been in decline for the last three decades, but the recent reversal in interest rates has many questioning if the thirty-year bull market in bonds is finally over.
Wealth Strategies

Preserving Your Family’s Wealth Part II: Your Reputation is also an Asset You Need to Protect

Cathy Schnaubelt
February 20, 2018

A good reputation is vulnerable to many more threats in the modern world, and the situation can be even more perilous for individuals with a high-profile online presence.
Investments

Increased Volatility, Yet Continued Strength

Dave Donabedian, CFA
February 14, 2018

While volatility products can claim a large share of the responsibility for Monday’s downturn in equity markets, Thursday’s session showed that interest rates still influence the pricing of risky assets.
Wealth Strategies

Preserving Your Family’s Wealth Part I: An Introduction to Asset Protection

Cathy Schnaubelt
February 13, 2018

Regardless of the source of your wealth, it takes sound investment management and skillful deployment of asset protection tools and strategies to preserve it.
Investments

Managing Your Financial Health: 5 Questions to Help You Select the Best Investment Advisor for Your Needs

Rob Coulton
February 08, 2018

Before deciding on an investment advisor, investors should consider how the advisor’s skill set and approach align with their own unique financial needs and objectives. Here are five questions every investor should ask their advisor.
Investments

Thoughts on Market Volatility...It Had Been Too Quiet

Dave Donabedian, CFA
February 06, 2018

With the S&P 500 posting a total return of nearly 6% in January, 2018 had gotten off to a very fast start, reaching a near-term high on January 26.
Investments

International Update: Momentum Continues

Matt Scherer, CFA
February 02, 2018

In January we observed three factors driving performance: strong “growth stock” performance, better corporate earnings trends, and a weak U.S. dollar.
Investments

FOMC Leaves Rates Unchanged

Gary Pzegeo, CFA
January 31, 2018

The FOMC left the target range for federal funds at 1.25% - 1.50%. Futures markets predicted no change at the last meeting for departing Chair Janet Yellen.
Investments

The Advantages of Dividend Growth Investing and our Equity Income Strategy

Gordon Scott, CFA
January 25, 2018

Our proprietary Equity Income Strategy, with a focus on total return, invests in high-quality securities that exhibit dividend growth at a rate greater than the market.
Investments

CIBC Atlantic Trust 2018 Investment Outlook

Dave Donabedian, CFA
January 22, 2018

As we begin the new year, we are encouraged that secular stagnation - the extended period of slow growth we have been experiencing - has finally given way to accelerated growth and a synchronized global economic expansion.
Investments

International Update – December

Matt Scherer, CFA
January 19, 2018

The MSCI All Cap World Index ex USA, which tracks both developed and emerging markets, was up 2.2% in December and finished up 27.2% for the year. This year also marked the first time since 2012 that the MSCI All Cap World Index ex USA outperformed the domestic S&P 500 Index.