Advisor To Go podcasts and related articles covered a variety of topics this year, from tax tips to red-hot housing markets to inflation.
Here’s our editor’s choice top 10 — a selection from the year that shows how markets and the economy moved, and how experts responded.
After more than two years without a federal budget, there was no shortage of speculation about what the long-awaited document would contain. And, while it was missing some big-ticket tax changes, CIBC Private Wealth tax expert Jamie Golombek said there was “something there for everyone.”
CIBC deputy chief economist Benjamin Tal provided his view on the state of the scorching housing market. While he said there was an element of “madness,” he also said there was method behind it.
In a mid-November podcast, Golombek questioned whether the Liberal government would feel pressure to adopt policies from other parties — most notably, the NDP.
CIBC Asset Management senior portfolio manager Craig Jerusalim was optimistic about domestic equities to start the year, saying low interest rates and unprecedented government stimulus were pushing up stock prices.
5. A Look at Canada’s Big Banks
In May, CIBC Asset Management senior portfolio manager Colum McKinley predicted that banks’ accumulated capital would likely flow to shareholders once the Office of the Superintendent of Financial Institutions (OSFI) lifted pandemic-related restrictions. Then, in early June, portfolio manager Natalie Taylor commented on their strong earnings.
The CIBC Private Wealth tax expert shared his year-end tax tips, including portfolio rebalancing and donation planning.
With inflation the dominant theme for much of the year, senior portfolio manager Craig Jerusalim shared some insights into his portfolio-protection picks.
CIBC Asset Management senior analyst Éric Morin shared his views on what to expect from equities markets.
Global fixed income expert Patrick O’Toole suggested that thinking about long-term trends versus pandemic trends would serve investors best.
Avery Shenfeld, chief economist at CIBC, discussed the impact of the delta variant in August, noting that “the threat of Delta is going to cause a little bit of a disruption to the path of economic recovery.”