CIBC logo

Welcome to CIBC Thought Leadership

Explore the latest insights, reports, and timely topics affecting economic growth at home and around the world.
A man and a woman, both wearing white hard hats, look at six computer screens.
Defence and Resiliency

Next week, investors from around the world will convene in Toronto for the Canada Investment Summit, where innovation will be at the forefront of discussions focused on the investment opportunities this country has to offer. In an op-ed published ahead of the summit, CIBC President and CEO Harry Culham discusses why defence and resiliency are no longer a secondary consideration to investment decisions, and how the bank is prepared to meet this pivotal moment in the work to secure long-term economic prosperity.

Read article
This image shows a screen with a turquoise and blue outline map of the world, with numbers superimposed overtop.
In Focus

Capital spending and investment in Canada: Seven half-truths and myths

Next month, the prime minister will bring together business leaders, investors, entrepreneurs and other stakeholders to further his aim of positioning Canada as open and ready for direct foreign investment. Ahead of the Canada Investment Summit, CIBC Chief Economist Avery Shenfeld looks at seven commonly repeated truths, half-truths and outright myths on topics tied to capital spending in this country, and what they mean for investment now and in the future.
Read article
Four men and one woman sit behind a desk that has a grey top and red bottom with a CIBC logo in front.
Drivers of Growth

Canadian businesses continue to demonstrate resilience, adaptability, and momentum despite ongoing trade uncertainty. As we move into the second half of the year, senior Commercial Banking leaders discuss how clients are finding opportunities, building on their strengths, and positioning for growth, and how we can help them succeed in an evolving landscape.

Play video
A blond woman on the right and a dark-haired woman on the left carry bushels of tomatoes in a large greenhouse with tomato plants.
Drivers of Growth

A growing revolution in Ontario’s greenhouse alley

Between 2016 and 2021, Southwestern Ontario’s greenhouse footprint expanded by more than 40 million square feet. Dan Murtha, Director & Team Leader of Agriculture and Commercial Banking in Southwestern Ontario, tells us what will fuel even more growth over the next decade.
Read article
A woman with dark curly hair wearing an open blue button-down shirt with a white t-shirt underneath is seen smiling as she looks at her smartphone in a storage warehouse.
Drivers of Growth

Adopting AI: Driving growth and innovation for SMEs

AI offers transformative potential for SMEs, but determining the right approach can be a complex process. Dave Gillespie, Executive Vice-President of Infrastructure, Architecture and Modernization, offers his insights for developing an AI strategy.
Read article
Explore Drivers of Growth

Explore our Series

Latest Podcasts

View all podcasts

CIBC Economist, Helen Lao, interviews Chief Economist, Avery Shenfeld, to unpack the truths and the myths surrounding capital spending and investment in Canada.

Eyes on the Economy | EP42The truth about capital spending
Read transcript
CIBC Insights

Beneath the surface: Canada’s submarine strategy

CIBC’s Amber Batool and Krista Friesen discuss Canada’s next-generation submarine procurement and the broader strategy behind it. Their conversation examines how this major defence decision reflects shifting national security priorities, a faster approach to procurement and a growing focus on building long-term industrial and economic benefits in Canada.
Play podcast
Eyes on the Economy

Canadian consumers: Ready to spend again?

CIBC’s Avery Shenfeld sits down with Andrew Grantham to examine the forces that have kept consumer spending softer than hoped until recently, and why the outlook heading into 2027 may be encouraging.
Play podcast
The Sustainability Agenda

Inside Oncor and ERCOT’s response to Texas’ surging power demand

Geoffrey Bailey of Oncor joins host Tom Heintzman to discuss Texas’ response to surging electricity demand, particularly from data centers, ERCOT’s evolving approach to interconnection and transmission planning, and Oncor’s infrastructure expansion and grid innovations to support continued growth.
Play podcast
View all podcasts
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
Read the report

Latest Videos

View all videos
Four people sit behind a desk, with three on the right turning to look at the person on the left. The CIBC logo is on the wall behind them.
An Inclusive Society

Blended finance: Bringing capital together for community impact

The not-for-profit sector is a major contributor to the Canadian economy – it provides everything from vital social services to arts festivals, literacy programs and sports clubs. The sector can benefit greatly from the blended finance ecosystem, which combines capital from a variety of sources – public, private, philanthropic – to fund programming for social and environmental good. Recently, Kyle McLean, Market Vice-President in the Public Sector and Not for Profit Group at CIBC, sat down with industry experts to discuss what blended finance means for them and why it’s so important for the not-for-profit sector.
Play video
View all videos

CIBC Economics

View all

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
Read report
In Focus

Capital spending and investment in Canada: Seven half-truths and myths

Next month, the prime minister will bring together business leaders, investors, entrepreneurs and other stakeholders to further his aim of positioning Canada as open and ready for direct foreign investment. Ahead of the Canada Investment Summit, CIBC Chief Economist Avery Shenfeld looks at seven commonly repeated truths, half-truths and outright myths on topics tied to capital spending in this country, and what they mean for investment now and in the future.
Read article
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.
Read report
View all

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

Have questions or feedback?

Contact our Thought Leadership team—we value your insights!

Contact us