CIBC Perspectives

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May 2026

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Thought leadership by CIBC Capital Markets

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May 29, 202618 min

CIBC Perspectives - Mid-year Update: Economics & Rates Strategy

CIBC Capital Markets’ Managing Director and Head of Global Distribution, Brad Black, leads a semi-annual discussion with Chief Economist, Avery Shenfeld, and Head of FICC Strategy, 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, including central bank policy, the question of the AI Capex spending boom, and evolving market dynamics. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

January 16, 202612 min

CIBC Perspectives - Economic and Rates Strategy

CIBC Capital Markets’ Managing Director and Head of Global Distribution and Research, Brad Black, leads a semi-annual discussion with Chief Economist, Avery Shenfeld, and Head of FICC Strategy, Ian Pollick, on key trends and challenges in the financial markets as we start the new year. The panel highlights steady market activity, resilient economic performance, and shares insights on opportunities and risks for 2026, including central bank policy, the impact of AI, and evolving market dynamics. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

January 14, 202626 min

CIBC Perspectives: 2026 Outlook: Canadian Financing & Advisory

CIBC Capital Market’s Co-Head of Global Corporate & Investment Banking, Mike Freeborn, leads a semi-annual discussion with CIBC Investment Banking and Corporate Banking Product Heads on key trends and challenges in the financial markets as we start the new year. The panel highlights robust market activity, strong performance across sectors, and shares insights on opportunities and risks for 2026. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

December 19, 202523 min

CIBC Perspectives - Year-end Review and 2026 Outlook: US Financing & Advisory

CIBC Capital Markets’ Alfred Traboulsi leads the year-end discussion with US Corporate and Investment Banking product leads on key highlights from the markets in 2025. The panel highlights strong market activity, resilient performance across sectors, and share insights on opportunities and risks for the coming year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 18, 20256 min

CIBC Perspectives - Government Finance Update

CIBC’s Deputy Chair, Roman Dubczak, and Priya Radha, Managing Director and Head of the Government Solutions Group, discuss current trends in government finance, including the impact of technology, market uncertainty, and investor diversification. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 10, 202523 min

CIBC Perspectives - The Canada Climate Competitiveness Strategy

CIBC’s Deputy Chair, Roman Dubczak, and Vice-Chair for Energy and Climate Finance, Tom Heintzman, discuss Canada’s 2025 federal budget and the Climate Competitiveness Strategy, and its aim to catalyze investment in clean energy, critical minerals, and green innovation. They highlight key incentives, regulatory updates, and the strategy’s broad impact across industries, as well as the key takeaways for our clients. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 6, 202512 min

CIBC Perspectives - Dissecting Canada’s Federal Budget

CIBC’s Roman Dubczak, Avery Shenfeld, and the Hon. Lisa Raitt unpack the Canadian Federal Budget, addressing its long-term growth strategy and implications for businesses and voters. The discussion highlights major spending initiatives, deficit projections, and political considerations. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 20, 202520 min

CIBC Perspectives - Navigating the AI Revolution in Capital Markets

Roman Dubczak, Deputy Chair, CIBC Capital Markets sits down with colleague Daniel Lee, Managing Director, Technology and Innovation, Global Investment Banking, CIBC Capital Markets to explore how generative AI is reshaping the software landscape. The discussion covers the divergence in performance between AI beneficiaries and traditional SaaS companies, the rise of AI-native business models, and the economic implications of autonomous “agentic” AI. Daniel shares insights on how AI is driving new pricing strategies and the complexities investors face in valuing AI-driven companies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 13, 202514 min

CIBC Perspective - A market retrospective and career reflection with Ian de Verteuil

Roman Dubczak sits down with Ian de Verteuil to reflect on Ian’s remarkable 37-year career in the financial industry. Over the last 23 years of active research coverage, Ian earned 24 Brendan Wood International TopGun Analyst Designations across 5 different sectors, Consumer Products, Insurance, Banks, Quantitative Analysis and in Portfolio Strategy. In this insightful conversation, Ian shares his experiences navigating major market events, including the financial crisis, and discusses the evolution of investment strategies over the decades. The discussion also covers the unique strengths of the Canadian financial sector, the importance of long-term investing, and Ian’s advice for the next generation of finance professionals. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

July 31, 202520 min

CIBC Perspectives - Mid-Year Update: Economic & Market Outlook

CIBC Capital Market’s Roman Dubczak hosts a mid-year economic and market outlook discussion with colleagues Benjamin Tal, Ian de Verteuil and Ian Pollick. The discussion offers valuable perspectives for investors and business leaders navigating today’s complex economic landscape and explores the resilience of global markets amid tariffs, evolving rate cycles, and ongoing geopolitical and economic volatility. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.