What's New - Timeline

March, 2026

• March 18, 2026 US-Israel-Iran Conflict: Market implications and strategic response
• March 18, 2026 US-Iran conflict update: Conflict roadmap & market implications
• March 11, 2026 Unlocking pure credit: A strategic evolution in portfolio construction
• March 02, 2026 US-Iran conflict: Roadmap and market implications

February, 2026

• February 27, 2026 Equity Team commentary: Contrasts, opportunities, and outlook
• February 17, 2026 Global Market Compass – Winter 2026
• February 13, 2026 2025 Year End Total Distributions
• February 11, 2026 Global defense outlook
• February 06, 2026 CIBC Asset Management Inc. wins seven 2025 FundGrade A+® Awards
• February 06, 2026 Portfolio Solutions Research Forum Commentary
• February 04, 2026 Perspectives: Quarterly economic and market outlook
• February 02, 2026 Equity Team commentary: Geopolitics, commodities, and sector divergence

January, 2026

• January 30, 2026 Quick take: New Fed Chair announced
• January 29, 2026 From public to private: How privatization is reshaping capital markets
• January 23, 2026 Quick take: Silver or gold?
• January 20, 2026 Bond market commentary: Q4 2025 review and Q1 2026 outlook
• January 20, 2026 Low-cost ETF portfolios: Pre-built and DIY solutions for every investor
• January 20, 2026 Greenland gambit: Why US invasion is unlikely
• January 14, 2026 Crude oil update: Short-term risks of an Iranian oil supply shock
• January 13, 2026 Quality in focus: The case for outperformance in 2026
• January 07, 2026 Tale of two stocks: Why Alphabet’s fundamentals outpaced Oracle’s optimism in 2025
• January 06, 2026 Venezuela: A Canadian energy perspective

December, 2025

• December 19, 2025 Quick take: 2025 review and 2026 outlook
• December 10, 2025 Portfolio Solutions Research Forum Commentary
• December 04, 2025 Copper crunch: Data centres, AI and the new supply squeezeism, and a look ahead
• December 02, 2025 2025 Year-end distribution estimates for Renaissance Investments Family of Funds, CIBC Private Pools and Axiom Portfolios

November, 2025

• November 30, 2025 Equity Team commentary: Resilience, optimism, and a look ahead
• November 14, 2025 Portfolio Solutions Research Forum Commentary
• November 12, 2025 Equity Team commentary: Tailwinds for Canadian equities
• November 12, 2025 Global Markets Compass - Fall 2025
• November 07, 2025 The lone cockroach
• November 06, 2025 CIBC Asset Management awarded four 2025 LSEG Lipper Fund Awards
• November 05, 2025 2025 federal budget
• November 03, 2025 Quarterly economic views and asset class outlook

October, 2025

• October 31, 2025 Not like Nortel
• October 24, 2025 Market Spotlight - Bond market update and Canadian equity opportunities
• October 10, 2025 Bond market commentary: Q3 2025 review and Q4 2025 outlook
• October 01, 2025 Early innings for this AI-driven technology cycle
• October 01, 2025 Portfolio Solutions Research Forum Commentary

September, 2025

• September 30, 2025 Equity Team commentary: Cyclical rotation continues
• September 24, 2025 Market Spotlight - US equities and real estate
• September 22, 2025 Three reasons this isn’t the tech bubble all over again
• September 11, 2025 US Dollar Quick Take: Catalysts for Weakness and Implications for Investors
• September 10, 2025 Q&A: Fed at a crossroads — Independence, inflation, and investor implications
• September 05, 2025 Equity Team Commentary: Earnings, Tariffs, and Shifting Leadership

August, 2025

• August 19, 2025 Research-Driven Approach to AAA CLO Investing
• August 19, 2025 Portfolio Solutions Research Forum Commentary
• August 15, 2025 Global Markets Compass - Summer 2025
• August 05, 2025 Equity Team Commentary: Focused on Quality

July, 2025

• July 31, 2025 2025 Market and Economic Outlook: Q&A with Adam Ditkofsky
• July 23, 2025 July 2025 Market Spotlight
• July 21, 2025 Portfolio Solutions Research Forum Commentary
• July 09, 2025 US dollar outlook: Self-inflicted wounds
• July 08, 2025 Q3 Bond market commentary

June, 2025

• June 17, 2025 Navigating the Israel–Iran conflict: What investors need to know
• June 17, 2025 June 2025 Market Spotlight
• June 10, 2025 ETF liquidity explained: Clearing up common misconceptions
• June 03, 2025 The Evolved Portfolio

May, 2025

• May 16, 2025 Global Markets Compass
• May 08, 2025 BCE cuts its dividend

April, 2025

• April 30, 2025 Canadian election quick take: Let’s get fiscal
• April 29, 2025 Perspectives: Quarterly economic and market outlook
• April 03, 2025 Navigating US policy dynamics