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What to consider for portfolio positioning. (Runtime: 4 min, 02 sec; size: 4.12 MB) Related article Text transcript Nicholas Leach, vice-president, CIBC Asset Management So where we are going into 2019: high-yield credit spreads are now at 430 basis points. That’s the highest since the end of 2016. And it’s actually pretty close to the […]
Themes and opportunities in the high-yield bond market in 2018. (Runtime: 4 min, 22 sec; size: 4.39 MB) Related article Text transcript Nicholas Leach, vice-president, CIBC asset management So as we look forward to 2019, I think it’s important to review how we got to where we are now. 2018 saw several themes impacting both […]
For long-term investors, global currency exposure has negligible negative effect; in fact, it tends to reduce portfolio risk. (Runtime: 5 min, 50 sec; size: 5.59 MB)
Being overweight domestic equities can be a problem. (Runtime: 8 min, 06 sec; size: 7.70 MB)
A look at how the currency market works. (Runtime: 5 min, 14 sec; size: 4.81 MB)
The outlook for expected returns isn’t positive relative to the last 10 years. (Runtime: 7 min, 36 sec; size: 7.09 MB)
Main growth drivers remain intact, but geopolitical issues are cropping up. (Runtime: 5 min, 48 sec; size: 2.73 MB)
U.S. growth will fall back, even as global economy remains stable. (Runtime: 3 min, 29 sec; size: 1.98 MB)
Why apartments look good, and retail may not be so bad. (Runtime: 7 min, 13 sec; size: 7.21 MB)
A look at EM growth, politics and trends. (Runtime: 5 min, 57 sec; size: 2.79 MB)