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Emerging trends provide insight on potential demand, portfolio manager says.

Funds:
Renaissance Real Assets Private Pool
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Real estate, infrastructure offer predictable revenues relative to traditional cyclical businesses.

Funds:
Renaissance Real Assets Private Pool
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A CIBC analyst is bearish for several reasons.

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Government bonds are more attractive than at the start of the year.

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Valuations are looking more attractive for those who can handle the risk.

Funds:
CIBC Global Technology Fund
Renaissance Global Science and Technology Fund
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The strength of the U.S. economy provides some optimism, PM says.

  • Featuring: Sam Lau
  • May 11, 2022 May 17, 2022
  • 17:30
Funds:
Renaissance Flexible Yield Fund
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Fixed income investors may need to look to non-traditional sectors.

  • Featuring: Sam Lau
  • May 4, 2022 May 10, 2022
  • 17:30
Funds:
Renaissance Flexible Yield Fund
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Investors should be thinking more defensively, CIO says.

Funds:
CIBC Multi-Asset Absolute Return Strategy
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Currencies with correlations to commodities look attractive.

Funds:
Renaissance Global Bond Fund
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