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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.
Finding bargains in Canada and emerging markets.
Tightening financial conditions will cause banks to pause, providing investors some relief.
U.S. growth will fall back, even as global economy remains stable. (Runtime: 3 min, 29 sec; size: 1.98 MB)
The Canadian dollar is expected to appreciate in coming months. (Runtime: 3 min, 33 sec; size: 2.04 MB)
The Canadian dollar is expected to appreciate in coming months.
Currencies are moving based on both fundamentals and trade disputes. [Editor’s note: This podcast was taped on July 4, so reflects the environment at that time. Read the story for more.]
The global slowing of quantitative easing will impact economies, markets and portfolios.
The upcoming mid-term elections loom large for the Trump administration.
Be prepared for an “increasingly volatile bull market.”