At key points throughout each year, Chief Investment Officer David Donabedian, CFA, comments on recent market events and reviews the latest recommendations of the CIBC Private Wealth Management Asset Allocation Committee. As a leading investment expert, David frequently appears on CNBC, Bloomberg Television and FOX Business News and offers insights in Barron's and The Wall Street Journal.
10.12.2018: October 2018 Asset Allocation Committee Update: Volatility Returns
While a spike in volatility can be unnerving, it is a normal part of the market cycle. There are myriad theories on why the strong upswing in the third quarter has abruptly reversed course in October. We would cite two as the most dominant.
08.22.2018: August 2018 Asset Allocation Committee Update
The growing U.S. trade conflict with China (by far the biggest emerging economy) helped spark a bear-market-sized decline in the Shanghai Composite Stock Market Index over the last seven months
07.12.2018: Q3 2018 Financial Markets Outlook Webinar
Senior members of CIBC Private Wealth Management’s investment team discuss the road ahead for the economy, policy and the financial markets.
04.19.2018: Q2 2018 Investment Outlook Webinar
Dave Donabedian, CFA, Chief Investment Officer, and Gary Pzegeo, CFA, Head of Fixed Income for CIBC Atlantic Trust, share their commentary and analysis on the latest market trends.
03.02.2018: Policy Giveth, And Policy Taketh Away (PDF)
The stock market reaction to Donald Trump's trade policy announcements in March was swift and negative. Here are some of the potential risks raised by the trade news.
02.09.2018: Market Update (PDF)
While volatility products can claim a large share of the responsibility for Monday's downturn in equity markets, yesterday's session showed that interest rates still influence the pricing of risky assets.
02.06.2018: Asset Allocation Committee Update (PDF)
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.
01.16.2018: Q1 2018 Investment Outlook Webinar
Dave Donabedian, Chief Investment Officer for CIBC Atlantic Trust, Bill Norris, Chief Investment Officer for CIBC Bank USA, and Gary Pzegeo, Head of Fixed Income for CIBC Atlantic Trust, present their analysis of investment themes for 2018.
11.06.2017: Asset Allocation Committee Update (PDF)
The CIBC Atlantic Trust Asset Allocation Committee recently increased exposure to the Developed International (EAFE) equity markets in its asset allocation models.
10.18.2017: Q4 2017 Investment Outlook Webinar
David Donabedian, CFA, Chief Investment Officer and Linda Beerman, Head of Wealth Strategies, discuss our outlook for the markets, tax policy and year-end tax planning. Joining them are Gary Pzegeo, CFA, Head of Fixed Income, and H. Arthur Graper, CFP®, Senior Relationship Manager.
08.24.2017: Is Inflation Whipped? (PDF)
In 1974, President Gerald Ford encouraged all Americans to wear “WIN” buttons (Whip Inflation Now) as a way to rally the country against the inflationary spiral that was causing major economic dislocations and rapidly rising interest rates. Fast forward to 2017, and today’s WIN button could stand for “Where’s Inflation Now?”
07.02.2017: Q3 2017 Investment Outlook Webinar
David Donabedian, CFA, Chief Investment Officer, and Lance Marr, CFA, Senior Investment Analyst for CIBC Atlantic Trust, discuss the macro market outlook and recent volatility in energy prices.
05.25.2017: Asset Allocation Committee Update (PDF)
At its May meeting, the CIBC Atlantic Trust Asset Allocation Committee (AAC) determined that a higher relative allocation to developed international equity markets is appropriate under current market conditions.
04.13.2017: Q2 2017 Investment Outlook Webinar
David Donabedian, CFA, Chief Investment Officer for CIBC Atlantic Trust, H. Arthur Graper, CFP®, Senior Wealth Strategist for CIBC Atlantic Trust, and Daniel Clifton, Partner and Head of Policy Research for Strategas Research Partners, discuss the market outlook and potential tax policy changes in 2017.
01.11.2017: 2017 Economic and Investment Webinar
Chief Investment Officer David Donabedian, CFA, and other key Atlantic Trust investment professionals discuss the substantial changes occurring in the investment landscape and how they are likely to impact portfolios.
11.10.2016: Post-Election Update Webinar
Chief Investment Officer David Donabedian and the Wealth Strategies Group discuss the investment landscape and tax implications following the results of the 2016 presidential election.
09.08.2016: “Is It Over Yet?” Thoughts on the Election and Markets Webinar CIBC Atlantic Trust Dave Donabedian and Brant Houston, co-manager of CIBC Atlantic Trust's
Disciplined Equity and Income Opportunities strategies discuss potential electoral outcomes of the 2016 U.S. presidential election, effects on policy at macro and micro levels and what it all means for the 2017 investment landscape.
06.29.2016: CIO Commentary Re: Brexit Webinar CIBC Atlantic Trust Chief Investment Officer Dave Donabedian and Head of Fixed Income Gary Pzegeo analyze fallout from
the Brexit vote, assess the economic outlook for Europe and the U.S., and discuss other portfolio implications.
04.19.2016: Q2 2016 Investment Outlook Webinar Chief Investment Officer Dave Donabedian and the CIBC Atlantic Trust Investment Team provide a high-level market overview,
discuss hedge fund credit strategies and share other key portfolio takeaways.
01.20.2016: 2016 Investment Outlook Webinar Chief Investment Officer Dave Donabedian, along with members of CIBC Atlantic Trust's Investment Team, answers five big
policy and market questions as we head into 2016.
01.05.2016: 2016 Investment Outlook: Change is in the Wind (PDF) After a challenging 2015, we expect the investment landscape for 2016 will be defined by a new course for monetary policy and political leadership, a new primary catalyst for stocks and an altered roadmap for credit
markets and for energy.
08.24.2015: Investment Strategy Update: "May You Live in Interesting Times" (PDF) Given its status
as the most populous country and second-largest economy, it figures that China’s interesting times would have more than a glancing impact on the rest of the world. In this update, we assess recent developments in China and implications for global
markets and policymakers
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