CIBC.com Our Locations Contact Us Form ADV/CRS Sign On Navigation About Us People Capabilities Insights Blog Economic and Investment Overviews Cookie notice CIBC uses cookies to understand how you use our website and to improve your experience. This includes personalizing CIBC content on our mobile apps, our website and third-party sites and apps. To learn more about how we do this, go to Manage my advertising preferences. Close Investor insights From our CIO Investor insights Perspectives FIXED INCOME Q3 2021 fixed income review The Fed announced the beginning of a tapered asset purchase program in November with an anticipated wind-down by the middle of 2022. Following the Fed’s September meeting, markets began discounting an increase in short-term rates soon after the end of tapering. Supply bottlenecks have lasted longer than policy makers expected, leading to a shift in risks toward inflation. Employment growth is on track to meet the Fed’s projections by year-end, but labor force participation has been held back by several factors. The Fed will be looking for signs of maximum non-inflationary employment in the coming months before they consider raising short-term rates. Read more EQUITIES Q3 2021 equity strategy performance Investors encountered many events in the third quarter that resulted in various bouts of market volatility. Read more ECONOMIC OUTLOOK Slower growth, but not slow Has US economic growth run its course? Despite big spending proposals and expected tax changes out of Washington, as well as inflation, global credit and supply chain risks, our experts share why they expect growth to run above trend well into 2022. Read more INVESTOR INSIGHTS Ushering in the clean energy transition When combining all renewable sources, 2019 marked the first year in the modern electric era that renewable energy surpassed coal in the US energy supply mix. In fact, countrywide annual energy consumption from coal has reached its lowest level since 1965 in the US. Read more INVESTOR INSIGHTS Simmering on the back burner: the national debt The national debt of the United States is bigger than the American economy. Read more INVESTOR INSIGHTS Profitable summer … frenetic fall? The stock market has experienced a remarkable run despite pockets of speculation around the fringes. What might change? Read more INVESTOR INSIGHTS China: Growth optimism despite geopolitical tensions The Chinese government has recently escalated regulatory oversight of certain sectors and foreign listings. While this may be a cyclical phenomenon, the intensity of the current period may have some investors questioning the growth tradeoff in this market. Read more Q3 2021 QUARTERLY OUTLOOK Economic expansion ahead Webcast—Midyear 2021 economic & markets outlook Financial Markets Monitor Far out, man: Bond yields and distant forecasting INVESTMENT INSIGHTS Renewable natural gas evolution Electric vehicles, solar panels, wind farms, and hydrogen and carbon sequestration are all hot topics for discussion when thinking about clean energy. What about landfill gas? Read the article EXPERT ANALYSIS The fiscal debate in Washington Recently, President Joe Biden proposed the biggest expansion of the federal government’s role in the economy since the 1960s by laying out his tax policy pitch for both corporate and individual taxes. Our experts assess potential impacts on wealth planning and the financial markets. Wealth planning A look at Biden's (early) tax policy proposals Financial market focus Biden's opening bid: Initial thoughts on an ambitious agenda A bond investor's perspective Q2 2021 QUARTERLY OUTLOOK Economy: Pricing in a global recovery Webcast—2021 economic & financial markets outlook Article—Inflation: Could this time be different? Video commentary—Spotlight: Middle market companies EXPERT ANALYSIS Cryptocurrency insights Bitcoin appeared seemingly out of nowhere and has since become the fastest-growing, best-performing asset/currency in the world. Bitcoin has received plenty of headline attention, yet it remains a mystery to experienced and casual investors alike. Part 1: The buzz about Bitcoin Part 2: Bitcoin is a phenomenon: But is it a good investment? INVESTMENT INSIGHTS Emerging opportunities in emerging markets CIBC Private Wealth International Equities Portfolio Manager Matt Scherer, CFA, sizes up and breaks down the opportunity set of this developing economic landscape. Watch the presentation EXPERT Q&A SERIES Legacy of COVID-19 Key innovations that emerged during this pandemic will outlive it. Others are yet to reveal themselves but will surely be part of the legacy of COVID-19. CIBC Private Wealth is committed to bringing to you the perspective and insight of top thinkers in various fields on what the legacy of COVID-19 could be. Part 1: Biotech and the pandemic Part 2: Work and careers Read the article Listen to the podcast Part 3: Healthcare and AI Read the article Listen to the podcast Part 4: The future of healthcare Read the article Listen to the podcast View previous investment insights Navigation About Us People Capabilities Insights Blog Contact Us City Submit Careers CIBC Bank USA CIBC Canada Find a Location The CIBC Logo is a registered trademark of CIBC, used under license. © CIBC Private Wealth Management. Privacy and Security Legal Connect With Us: