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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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Defence and Resiliency

Canada’s defence spending is expected to rise by billions of dollars over the next decade, boosting national security, economic sovereignty, and technological innovation across industries. For investors, that creates growing opportunities in defence and related sectors. Paul McKinlay, Head of Innovation Banking, and Evan Bennitt, Senior Vice-President of Corporate Finance, spoke with Larry Stevenson of Clearspring Capital and Devon Galloway of Garage Capital about the biggest opportunities for venture capital and private equity, the pace of government procurement, and how to manage exit timelines.

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An Inclusive Society

Building the North together: Advancing Canada’s Arctic sovereignty through meaningful Indigenous participation

Jaimie Lickers, Senior Vice-President of Indigenous Markets, recently sat down with four Indigenous leaders from the North to discuss how Arctic sovereignty might be addressed via the federal government’s Defence Industrial Strategy, and how Indigenous communities across the North could benefit. Ahead of the National Day for Truth and Reconciliation, she reflects on the conversation and the opportunity ahead for First Nations in the North and across the country.
Play video
Four men sit behind a grey table with the red CIBC logo on the front, with a screen of a city skyline in the background.
Defence and Resiliency

Canada’s defence spending is expected to rise by billions of dollars over the next decade, boosting national security, economic sovereignty, and technological innovation across industries. For investors, that creates growing opportunities in defence and related sectors. Paul McKinlay, Head of Innovation Banking, and Evan Bennitt, Senior Vice-President of Corporate Finance, spoke with Larry Stevenson of Clearspring Capital and Devon Galloway of Garage Capital about the biggest opportunities for venture capital and private equity, the pace of government procurement, and how to manage exit timelines.

Play video
A woman with long dark hair wearing a dark suit sits behind a table with the CIBC logo on the front with four male panelists, who are turning to face her.
An Inclusive Society

Building the North together: Advancing Canada’s Arctic sovereignty through meaningful Indigenous participation

Jaimie Lickers, Senior Vice-President of Indigenous Markets, recently sat down with four Indigenous leaders from the North to discuss how Arctic sovereignty might be addressed via the federal government’s Defence Industrial Strategy, and how Indigenous communities across the North could benefit. Ahead of the National Day for Truth and Reconciliation, she reflects on the conversation and the opportunity ahead for First Nations in the North and across the country.
Play video
The Raitt Stuff

The defence innovation opportunity

The Hon. Lisa Raitt talks to Melanie Nadeau, CEO of COVE, the globally recognized innovation platform helping transform defence-focused ideas into commercial solutions. Together, they explore why innovation in defence matters, how Canadian entrepreneurs can scale breakthrough ideas, and why this is a pivotal moment for Canada’s defence and resiliency sector.
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Defence and Resiliency

In this new world, defence strategy is now economic strategy

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.
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Explore Defence and Resiliency

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Latest Podcasts

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Inflation pressures, geopolitical tensions, and the Canada-US trade uncertainty are shaping the outlook for growth and interest rates. In this episode of Eyes on the Economy, Avery Shenfeld and Helen Lao examine the possible paths ahead for the U.S. and Canadian economies, what they could mean for the Federal Reserve and Bank of Canada, and the risks investors, corporate treasurers and CFOs may need to consider.

Eyes on the Economy | EP43Rates, trade and oil: What’s next for the U.S. and Canadian economies?
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The Raitt Stuff

The defence innovation opportunity

The Hon. Lisa Raitt talks to Melanie Nadeau, CEO of COVE, the globally recognized innovation platform helping transform defence-focused ideas into commercial solutions. Together, they explore why innovation in defence matters, how Canadian entrepreneurs can scale breakthrough ideas, and why this is a pivotal moment for Canada’s defence and resiliency sector.
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The Sustainability Agenda

Canada Nickel’s big play for low-carbon mine-to-metal growth

Mark Selby of the Canada Nickel Company joins host Tom Heintzman to discuss the Crawford Nickel Project’s strategic importance to Canada’s critical minerals future and its nation-building resource development ambitions. They examine the role of electrifying mining operations, carbon capture through tailings carbonation, and the business case for domestic downstream processing to capture more of the value chain in Canada.
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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.
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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

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Four men sit behind a grey table with the red CIBC logo on the front, with a screen of a city skyline in the background.
Defence and Resiliency

Canada’s defence spending is expected to rise by billions of dollars over the next decade, boosting national security, economic sovereignty, and technological innovation across industries. For investors, that creates growing opportunities in defence and related sectors. Paul McKinlay, Head of Innovation Banking, and Evan Bennitt, Senior Vice-President of Corporate Finance, spoke with Larry Stevenson of Clearspring Capital and Devon Galloway of Garage Capital about the biggest opportunities for venture capital and private equity, the pace of government procurement, and how to manage exit timelines.

Play video
A woman with long dark hair wearing a dark suit sits behind a table with the CIBC logo on the front with four male panelists, who are turning to face her.
An Inclusive Society

Building the North together: Advancing Canada’s Arctic sovereignty through meaningful Indigenous participation

Jaimie Lickers, Senior Vice-President of Indigenous Markets, recently sat down with four Indigenous leaders from the North to discuss how Arctic sovereignty might be addressed via the federal government’s Defence Industrial Strategy, and how Indigenous communities across the North could benefit. Ahead of the National Day for Truth and Reconciliation, she reflects on the conversation and the opportunity ahead for First Nations in the North and across the country.
Play video
Four men sit behind a desk with the CIBC logo at front and centre, with a red wall behind them. They are all looking at a woman to the left of the image.
An Inclusive Society

Building the North together: How Canada’s defence strategy can deliver Indigenous opportunity and long-term benefit

Jaimie Lickers, Senior Vice-President of Indigenous Markets, and four guests who represent Indigenous communities across the North, discuss what meaningful engagement between the federal government and Indigenous stakeholders could look like, and how some projects could significantly alter the landscape of the North and the lives of those who live there.
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CIBC Economics

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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
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In Focus

Trade tensions, steady labour

Our latest In Focus shows that the Canadian labour market entered into the latest period of trade tensions from a position of relative strength. And while that will help limit the damage from trade uncertainty, it won't be enough to prompt the Bank of Canada to raise rates this year.
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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.
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Our commitment to ambitions

CIBC Ambitions Index 2026

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

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