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Investors may see two Fed hikes next year.

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Damage from Delta may be limited, economist says.

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Investors should consider long-term trends, not pandemic ones.

Funds:
Renaissance Corporate Bond Fund
CIBC Canadian Bond Fund
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Economic momentum would support market upside.

  • Featuring: Jeff Agne
  • June 14, 2021 June 17, 2021
  • 17:30
Funds:
Renaissance U.S. Equity Value Fund
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Investors must manage interest rate risk this year and beyond.

  • Featuring: Sam Lau
  • May 24, 2021 May 27, 2021
  • 15:00
Funds:
Renaissance Flexible Yield Fund
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Inflationary pressure may not be transitory, portfolio manager says.

  • Featuring: Sam Lau
  • May 17, 2021 May 20, 2021
  • 17:30
Funds:
Renaissance Flexible Yield Fund
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Fixed-income investors may want to consider mortgage-backed securities. (This podcast was recorded on Nov. 4)

  • Featuring: Sam Garza
  • November 18, 2020 November 24, 2020
  • 16:30
Funds:
Renaissance Flexible Yield Fund
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Renewables, infrastructure and health-care could benefit post-election.

Funds:
CIBC Dividend Income Fund
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Less sweeping change may help stabilize markets.

  • Featuring: Sam Garza
  • November 4, 2020 November 10, 2020
  • 16:30
Funds:
Renaissance Flexible Yield Fund
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Several factors weigh negatively on the currency’s outlook.

Funds:
CIBC Multi-Asset Absolute Return Strategy
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