Valuations are looking more attractive for those who can handle the risk.
Past tightening cycles provide clues for what's ahead.
Higher input costs are shrinking margins.
Investors should be thinking more defensively, CIO says.
Energy security and supply chains are creating potential winners.
Luc De la Durantaye, Chief Investment Strategist and CIO, CIBC Asset Management
Central banks are managing 'a very narrow landing strip,' CIO says.
PM breaks down sectors likely to increase payouts.
Weakness has reflected reduced risk appetite and not a deterioration of fundamentals, PM says.
Investors are increasingly interested in the non-financial impacts of their portfolios.