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Welcome to CIBC Thought Leadership

Explore the latest insights, reports, and timely topics affecting economic growth at home and around the world.
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Drivers of Growth

Investing in private equity is no longer about getting niche exposure, as some of the largest and most innovative companies in the world are private. As Ana Puric, Vice-President of Private Markets at CIBC Global Asset Management explains: investors who remain under-allocated to private markets risk systemic exposure gaps as value creation continues to migrate outside of public markets.

A mother with long dark hair wearing a black top hugs her daughter as they both smile at the camera.
An Inclusive Society

As calls continue for a true Indigenous sovereign wealth fund, a new force in Canadian investing has emerged

Indigenous communities – through land, resources, financial settlements and commercial partnerships – are emerging as a powerful economic engine for the country. A true Indigenous sovereign wealth fund would be an ideal entity to govern, invest and deploy this capital. Until such a framework is created, Jaimie Lickers, Senior Vice-President of Indigenous Markets, explores the emergence of Indigenous-owned asset management firms, which are designed to not only grow capital, but also to reflect community values and ensure long-term economic self-determination.
Five people sit behind a desk in front of a backdrop of the Toronto skyline.
Drivers of Growth

Canada’s Defence Industrial Strategy requires a large-scale mobilization of capital that we haven’t seen in this country in quite some time. Susan Rimmer, Senior Executive Vice-President and Group Head, Commercial Banking, convened a panel of CIBC’s senior leadership to recap the bank’s recent Defence and Resiliency Summit, and discuss what opportunities this new era holds for clients.

A soft focus image of a city waterfront skyline, with the words "From public to private: How privatization is reshaping capital markets," overlaid.
Drivers of Growth

From public to private: How privatization is reshaping capital markets

Investing in private equity is no longer about getting niche exposure, as some of the largest and most innovative companies in the world are private. As Ana Puric, Vice-President of Private Markets at CIBC Global Asset Management explains: investors who remain under-allocated to private markets risk systemic exposure gaps as value creation continues to migrate outside of public markets.

Explore our Series

Latest Podcasts

Tyler Farrell of RMI joins Tom Heintzman, Vice Chair, Energy & Climate Finance, to discuss how U.S. grid operators are managing large load interconnection requests, including allocating the costs for large interconnections, how this phenomenon is shaping transmission investments, and why system-wide transmission planning is needed to make the wisest investments for the long term.

The Sustainability Agenda | EP114Big loads, bigger upgrade bills: The cost of transmission expansion
Read transcript
The Raitt Stuff

Oil’s well that ends well?

The Hon. Lisa Raitt is joined by Joan MacNaughton, an internationally renowned energy expert and former senior UK government lead on energy, to discuss energy security, the effects of hostilities in the Middle East on oil prices, and the importance of long-term strategic planning for critical minerals and mining.
A construction worker works on the wooden frame of a house under a blue sky.

Canadian housing: Anatomy of a correction

This In Focus report analyzes the housing market correction underway in Canada. Given the importance of the housing market to the economy, the current weakness in activity along with falling prices have clear negative macroeconomic implications.

Benchmark Home Price

28%

In Ontario, the benchmark price is 28% below the trendline

Condo Market

35%

Condo prices nationally are 35% below the trendline

Latest Videos

A soft focus image of a city waterfront skyline, with the words "From public to private: How privatization is reshaping capital markets," overlaid.
Drivers of Growth

Investing in private equity is no longer about getting niche exposure, as some of the largest and most innovative companies in the world are private. As Ana Puric, Vice-President of Private Markets at CIBC Global Asset Management explains: investors who remain under-allocated to private markets risk systemic exposure gaps as value creation continues to migrate outside of public markets.

Five people sit behind a desk in front of a backdrop of the Toronto skyline.
Drivers of Growth

Recapping CIBC’s Defence and Resiliency Summit, and what it means for clients

Canada’s Defence Industrial Strategy requires a large-scale mobilization of capital that we haven’t seen in this country in quite some time. Susan Rimmer, Senior Executive Vice-President and Group Head, Commercial Banking, convened a panel of CIBC’s senior leadership to recap the bank’s recent Defence and Resiliency Summit, and discuss what opportunities this new era holds for clients.
Three men in dark suits and light shirts sit behind a desk, looking at each other.
CIBC Perspectives

Economic and rates strategy: Mid-year update

CIBC’s Brad Black leads a semi-annual discussion with Avery Shenfeld and Ian Pollick on key trends and challenges in the macro environment as we head into the second half of 2026. The panel highlights ongoing geopolitical issues, relative economic performance in Canada and the US, and shares insights on opportunities and risks for the balance of the year.

CIBC Economics

18%

With women representing a sizeable share of the workforce, making full use of their potential is vital for Canada’s economy. As Senior Economist Katherine Judge discusses in her latest report, while there has been some improvement, there is still plenty of work ahead in addressing a well-known gap in earnings for mothers in the workforce.

Reducing the 'Motherhood Penalty': Some progress, but room to do more
In Focus

Canadian housing: Anatomy of a correction

This In Focus report analyzes the housing market correction underway in Canada. Given the importance of the housing market to the economy, the current weakness in activity along with falling prices have clear negative macroeconomic implications.

Our commitment to ambitions

CIBC Ambitions Index 2026

Read about how Canadian ambitions are changing in this second edition of our annual index.

Learn more

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