As central banks tighten, a portfolio manager explains the risks and outlook.
Lower credit loss provisions helped boost profits.
Energy's outperformance has challenged sustainable strategies.
Past tightening cycles provide clues for what's ahead.
But risk of recession remains, CIBC's Tal says.
CIBC's Tal thinks the market can adjust without a correction.
Energy security and supply chains are creating potential winners.
PM breaks down sectors likely to increase payouts.
Weakness has reflected reduced risk appetite and not a deterioration of fundamentals, PM says.
New home savings account will allow transfers from RRSPs.