Luc de la Durantaye joined CIBC Asset Management Inc. in December 2002. Mr. de la Durantaye is leader of the Global Asset Allocation team, operating from within the firm’s Investment Management Platform.
Shocks to the global economy make inflation hard to predict.
While bonds are more attractive, equities could be in for another difficult period.
Investors should be thinking more defensively, CIO says.
Luc De la Durantaye, Chief Investment Strategist and CIO, CIBC Asset Management
Central banks are managing 'a very narrow landing strip,' CIO says.
Commodity prices and global growth should support the Canadian dollar.
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Policy normalization and geopolitical threats are risks to growth.
Property risks may be controllable, but concerns regarding U.S.-China trade grow.
Some countries, including Canada, are benefiting from rising oil prices.