Markets may be underestimating risks to the global economy.
However, rate cuts this year are far from a given, PM says.
Russia's invasion of Ukraine triggered significant shifts in ESG investing.
“We’re not out of the woods yet,” director of portfolio solutions says.
Holding cash and waiting for buying opportunities may still be a good strategy.
CIBC analyst provides outlook for oil, copper and gold.
Outlook for stocks is nuanced but "definitely not all bad," PM says.
Many of last year's trends are expected to continue.
Energy and financials offer opportunities, PM says.
Short-term corporates offer opportunities, PM says.