The Innovation Economy
Responsible governance isn't the brake — it's the fast lane. CIBC and Vector Institute conclude their AI discussion with a look at how to build AI Canadians can trust.
Welcome to CIBC Thought Leadership
Explore the latest insights, reports, and timely topics affecting economic growth at home and around the world.
Defence and Resiliency
What opportunities does Canada’s Defence Industrial Strategy hold for investors?
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.
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.
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.
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.
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.
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.
Explore our Series
Latest Podcasts
CIBC Insights • EP9
Play podcast: Cash management chat – fraud management: Emerging threats in a changing risk landscape
In Part 1 of this two-part series, CIBC Cash Management host Andre Blanchard speaks with Ryan Powell, Vice President of Fraud Management at CIBC, to unpack how fraud continues to evolve and what businesses need to watch for today. The discussion explores account takeovers, bank impersonation and business email compromise, along with practical steps organizations can take to verify requests, protect access and reduce risk.
CIBC Insights | EP9Cash management chat – fraud management: Emerging threats in a changing risk landscape
Eyes on the Economy
Rates, trade and oil: What’s next for the U.S. and Canadian economies?
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.
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.
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.
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 trendlineCondo Market
35%
Condo prices nationally are 35% below the trendlineLatest Videos
The Innovation Economy
Responsible governance isn't the brake — it's the fast lane. CIBC and Vector Institute conclude their AI discussion with a look at how to build AI Canadians can trust.
Defence and Resiliency
What opportunities does Canada’s Defence Industrial Strategy hold for investors?
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.
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.
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.
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.
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.
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.
In Focus
How bad is it? Productivity and prosperity in Canada versus the US
Our latest In Focus article looks at the degree to which Canada’s lagging performance in growth in real GDP per capita or per hour in recent decades has translated into a gap in economic wellbeing for Canadians versus their American counterparts.
In Focus
Trade diversification: a good idea but not a game changer
The latest In Focus report discusses progress in Canada’s trade diversification efforts and implications for profit volatility, margins, and capital investment.
Our commitment to ambitions
CIBC Ambitions Index 2026
Read about how Canadian ambitions are changing in this second edition of our annual index.
Learn moreHave questions or feedback?
Contact our Thought Leadership team—we value your insights!