CIBC Asset Management Market Update Series

When 2023 started few would have predicted we’d see 10-year US T-Bills with rates in excess of 5%. And yet here we are.

The question now is: Where will rates and fixed income markets go from here?

Find out when you join CIBC Asset Management investment professionals Adam Ditkofsky and Trevor Bateman with host Aaron Young.

Speakers:
Adam Ditkofsky, CFA
Senior Portfolio Manager
Global Fixed Income
CIBC Asset Management
Trevor Bateman, CFA, CA
Head of Credit Research
Fixed Income
CIBC Asset Management

Host:
Aaron Young, CFA
Vice-President
Client Portfolio Manager
CIBC Asset Management

Explore the top insights and trends from the latest issue of CIBC Asset Management’s quarterly Global Markets Compass to help support your ongoing investment decisions.

Featuring David Wong and Michael Sager and hosted by Trudie Brisebois, this dynamic conversation will focus on where the global economy and markets are headed as we near the end of 2023.

Be sure to reserve your spot today!

Speakers:
David Wong, CFA, FRM
Chief Investment Officer, Managing Director & Head
Total Investment Solutions
CIBC Asset Management
Michael Sager, Ph.D.
Deputy Head, Multi-Asset & Currency Management
CIBC Asset Management

Host:
Trudie Brisebois
Executive Director
Business Development and National Sales
CIBC Asset Management

CIBC Asset Management’s quarterly investment outlook, Perspectives showcases where our analysts believe the global economy and major asset classes are headed—including equities, fixed income, currencies, and commodities—and how you could benefit.

Featuring Michael Sager and hosted by Richard Wehbi, given the ongoing uncertainty in today’s markets, this is one presentation you don’t want to miss.

Be sure to reserve your spot today!

Speakers:
Michael Sager, Ph.D.
Deputy Chief Investment Officer,
Multi-Asset & Currency Management
CIBC Asset Management

Host:
Richard Wehbi
Director, Business Development
CIBC Asset Management

Despite the volatility that marked the start of 2023, as of August 30, 2023, the S&P 500 was up 17.77% this year. Make plans to join host Dino Zappone and guests James Farrell and W. Brant Houston as they reflect upon the year so far, and what the balance of 2023 may have in store for US equities.

Speakers:
James Farrell
Managing Director
CIBC US Private Wealth
W. Brant Houston
Managing Director
CIBC US Private Wealth

Host:
Dino Zappone
Managing Director and Head of CAM Banking Centre Distribution
CIBC Asset Management

Generative AI—using artificial intelligence to create new content—is a technology that’s caught the attention of many investors. But is its investment potential real or artificial? Learn more about AI and its investment opportunities when host Rob Taylor and guest Robertson Velez explore it and other hot topics in the Science & Technology sector.

Speaker:
Robertson Velez, CFA
Portfolio Manager, Global Equities
CIBC Asset Management

Host:
Rob Taylor
Managing Director and Head,
CAM Advisor Distribution
CIBC Asset Management

New developments are making the global health care sector a more compelling investment. Find out how health care might fit into your portfolio when host Michael Johnston and guest Michal Marszal give the subject a full examination.

Speaker:
Michal Marszal, CFA
Portfolio Manager, Equities – Global Health Care
CIBC Asset Management

Host:
Michael Johnston
Regional Director, Asset Specialist Group
CIBC Asset Management

Where are the markets halfway through 2023? Explore the top economic and market insights and trends from the latest issue of CIBC Asset Management’s Global Markets Compass with your host Richard Wehbi and guest Leslie Alba, Director, Portfolio Solutions, CIBC Asset Management.

Speaker:
Leslie Alba, CFA
Director,
Portfolio Solutions,
CIBC Asset Management

Host:
Richard Wehbi
Director,
Business Development
CIBC Asset Management

While 2023 has not been kind to Canadian banks—as of June 15 the S&P/TSX Composite Index Banks was down 2.20% YTD—should investors be optimistic about the second half of the year? Join host Sheryl Dyke and guest David Andrich as they discuss the future of the finance and banking sectors.

Speaker:
David Andrich, CFA
Senior Equity Research Analyst, Canadian Equities CIBC Asset Management

Host: Sheryl Dyke
Regional Director, Asset Specialist Group CIBC Asset Management

When the year started, greater transparency and an increasing focus on social issues were the themes expected to define ESG investing in 2023. Make plans to join host Richard Wehbi and guest Aaron White as they reflect upon the year so far, and what the balance of 2023 may have in store for ESG.

Speaker:
Aaron White
Vice-President, Sustainable Investments CIBC Asset Management

Host:
Richard Wehbi
Director, Business Development CIBC Asset Management

Despite the volatility that marked the start of 2023, global small-cap stocks proved resilient. Many finished the first quarter in positive territory. Will this positivity continue?

Join host Rob Taylor and guests Ajay Krishnan and Paul Lambert of Wasatch Global Investors as they discuss the outlook for small-caps.

Speakers:
Ajay Krishnan
Portfolio Manager, Head of Emerging Markets, Wasatch Global Investors
Paul Lambert
Portfolio Manager, Wasatch Global Investors

Host:
Rob Taylor
Managing Director and Head, CAM Advisor Distribution CIBC Asset Management

From China’s massive global belt and road initiative to the measures in America’s 2022 Inflation Reduction Act designed to promote sustainable technologies, the world is investing in infrastructure like never before.

Join our host Michael Johnston and guest Andrew Maple-Brown from Maple-Brown Abbott as they explore the challenges and opportunities of infrastructure investing.

Speaker:
Andrew Maple-Brown
Maple-Brown Abbott

Host:
Michael Johnston
Regional Director, CIBC Asset Management

Explore the latest market and economic insights of the Q1 2023 issue of CIBC Asset Management’s Global Markets Compass with your host Sheryl Dyke and guest Leslie Alba, Director, Portfolio Solutions, CIBC Asset Management.

Speaker:
Leslie Alba, CFA
Director, Portfolio Solutions, CIBC Asset Management

Host:
Sheryl Dyke
Regional Director, Asset Specialist Group, CIBC Asset Management

Slowing economic growth, stubbornly high inflation, international political tensions, and rapidly rising interest rates have weighed on global stocks this year. Will their influence continue into the rest of the year? Find out when host Dino Zappone and guest Murdo MacLean, Client Investment Manager, at Walter Scott & Partners Limited, discuss the recent performance of global equities and the path on which they’re headed.

Speaker:
Murdo MacLean
Client Investment Manager, Walter Scott & Partners Limited

Host:
Dino Zappone
Executive Director, CIBC Asset Management

The performance of Canadian equities has been challenged this year by slowing economic growth, stubbornly high inflation, and rapidly rising interest rates. A sign of things to come?

Join Rob Taylor and guest Craig Jerusalim, Senior Portfolio Manager, Canadian Equities, CIBC Asset Management, who will discuss where Canadian equities have been and where they may be headed.

Speaker:
Craig Jerusalim, CFA
Senior Portfolio Manager, Canadian Equities, CIBC Asset Management

Host:
Rob Taylor
Executive Director, National Sales, CIBC Asset Management

Income-oriented investors have been able to take advantage of higher interest rates ever since the U.S. Federal Reserve and the Bank of Canada began battling inflation. As interest rates stabilize, where might the next income opportunities emerge?

Join Trudie Brisebois and Brandon McKinzie of American Century Investments as they discuss emerging income and dividend opportunities in U.S. equities.

Speakers:
Brandon McKinzie
Associate Client Portfolio Manager, American Century Investments

Host:
Trudie Brisebois
Director, Business Development and National Sales, CIBC Asset Management

The sudden collapse of Silicon Valley Bank (SVB) and Signature Bank have left many asking why it happened and what it might mean for the broader market. Make plans to join David Andrich, Senior Equity Research Analyst, Financials & Real Estate, CIBC Asset Management, and Luc de la Durantaye, Chief Investment Strategist & CIO, Multi-Asset and Currency Management, CIBC Asset Management, as they explore:

• What happened to SVB and Signature Bank and why?
• The response of the US government
• How this situation differs from the 2008 financial crisis
• How will markets be impacted?

Speakers:
David Andrich
Senior Equity Research Analyst, CIBC Asset Management
Luc de la Durantaye
Chief Investment Strategist & CIO, Multi-Asset and Currency Management, CIBC Asset Management

Host:
Doug MacDonald
Managing Director & Global Head of Distribution, CIBC Asset Management

Wondering what changes are in store for the economy and markets? If so, then please join our host, Dino Zappone and guest speaker Benjamin Tal, Managing Director and Deputy Chief Economist, CIBC Capital Markets Inc. Topics for discussion will include: the current market environment, inflation, interest rates, and the housing and financial markets.

Speakers:
Benjamin Tal
Managing Director & Deputy Chief Economist, Capital Markets, CIBC

Host:
Dino Zappone
Executive Director, Asset Specialist Group, CIBC Asset Management

Decades-high inflation has resulted in central banks around the world aggressively hiking interest rates. Although we’re turning the corner on inflation, we're still a long way from target levels.

What do these higher interest rates mean to lenders and borrowers in the short and longer terms? Join CIBC's Fixed Income experts as we explore opportunities in fixed income—including rates and credit—and whether bonds still have a place in long-term, diversified portfolios.

Speakers:
Patrick O’Toole
Senior Portfolio Manager, CIBC Asset Management
Gaurav Dhiman
Portfolio Manager, CIBC Asset Management

Host:
Tyler Donaldson
Executive Director, PW Client Solutions, CIBC Asset Management

Global stocks declined last year. Will they decline more in 2023 before a sustained rally gets underway?

Join CIBC’s experts as we discuss the outlook for global equities in 2023, the fundamentals driving those markets, and specific areas of opportunity.

Speakers:
Amber Sinha
Senior Portfolio Manager, Global Equities, CIBC Asset Management
Natalie Taylor
Portfolio Manager, Global Equities, CIBC Asset Management

Host:
Dino Zappone
Executive Director, Global Distribution, CIBC Asset Management

Within three years, investors have experienced one ‘once in a lifetime’ event after another. They’re tired and seeking comfort, and it’s moments like this that can make or break asset managers and advisors. Join us as Doug MacDonald interviews CIBC Asset Management CEO, David Scandiffio, on how asset managers and advisors can help investors regain a sense of normal.

Host:
Doug MacDonald
Managing Director & Global Head of Distribution, CIBC Asset Management

Speaker:
David Scandiffio
CEO, CIBC Asset Management

During 2022 we experienced one of the most vicious bond market drawdowns in history. Although bond yields have declined from recent highs, the scars are still fresh and investors are understandably questioning the role of fixed income in portfolios. Join CIBC's Fixed Income experts as we discuss emerging tactical opportunities and explore how various fixed income sectors can be used to build better portfolios.

Host:
Rob Taylor
Executive Director, National Sales, CIBC Asset Management

Speakers:
Adam Ditkofsky
Senior Portfolio Manager, Global Fixed Income, CIBC Asset Management
Pablo Martinez
Portfolio Manager, Global Fixed Income, CIBC Asset Management