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Caldwell Investment Management Ltd.
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Ready to invest?
  • Funds
    • Mutual Funds
      • Caldwell-Lazard CorePlus Infrastructure Fund
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
      • Caldwell North American Fund
      • Tactical Sovereign Bond Fund
    • Actively Managed ETFs
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest – Fund Codes
    • Customized Portfolio Optimization
  • Media
    • Media Appearances
    • News Releases/Print Media
  • Regulatory
    • Fund Facts
    • Simplified Prospectus
    • Financial Statements & Management Reports of Fund Performance
    • Quarterly Portfolio Disclosures
    • Independent Review Committee
    • Proxy Voting
  • Tell Me Something Good
    • Blog
    • Market Insights
    • Podcasts
  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers
Tell Me Something Good Tell Me Something Good
  • Blog
  • Market Insights
  • Podcasts
  • Market Insights

    Commentary from our Partners at Lazard: Outlook on USMCA Negotiations

    Comprised of some of the world’s most experienced geopolitical minds and business experts, Lazard Geopolitical Advisory provides strategic insights and bespoke analyses to help clients… More

    Posted: November 18, 2025
  • Market Insights

    Behind the Headlines: Shutdown Breaks Records

    In their latest report, Lazard Asset Management highlights that the prolonged U.S. government shutdown, now the longest on record, is beginning to weigh on key… More

    Posted: November 10, 2025
  • Market Insights

    Commentary from our Partners at Lazard: Trump-Xi Summit and U.S.-China Outlook

    Comprised of some of the world’s most experienced geopolitical minds and business experts, Lazard Geopolitical Advisory provides strategic insights and bespoke analyses to help clients… More

    Posted: November 3, 2025
  • Market Insights

    Behind the Headlines: Flying Blind

    In their latest report, Lazard Asset Management highlights that the prolonged U.S. government shutdown is delaying key economic data releases, heightening potential market volatility once… More

    Posted: November 3, 2025
  • Market Insights

    Recession Signals and Long Bond Opportunity

    The Easing Cycle Continues in Canada The Bank of Canada’s Business Outlook Survey (BOS) and Canadian Survey of Consumer Expectations (CSCE), released on October 20,… More

    Posted: October 27, 2025
  • Market Insights

    Behind the Headlines: U.S. Shelter Inflation Hits Four-Year Low

    In their latest report, Lazard Asset Management notes that U.S. inflation came in lower than expected in September, driven by easing shelter costs that offset tariff-related… More

    Posted: October 27, 2025
  • Market Insights

    Behind the Headlines: Worse Than Feared?

    In their latest report, Lazard Asset Management highlights mounting risks from the prolonged U.S. government shutdown, which could weigh on growth and investor confidence in… More

    Posted: October 17, 2025
  • Market Insights

    Commentary from our Partners at Lazard: U.S.-China Trade Escalation

    Comprised of some of the world’s most experienced geopolitical minds and business experts, Lazard Geopolitical Advisory provides strategic insights and bespoke analyses to help clients… More

    Posted: October 15, 2025
  • Market Insights

    Behind the Headlines: A Growing List of Data Delays

    In their latest report, Lazard Asset Management highlights the market implications of the ongoing U.S. government shutdown, which has delayed key data releases, while noting… More

    Posted: October 14, 2025
  • Market Insights

    Behind the Headlines: Mapping the Impact of the Shutdown

    In their latest report, Lazard Asset Management highlights that a brief U.S. government shutdown would have limited impact, though lasting cuts to agency headcount could… More

    Posted: October 6, 2025
  • Market Insights

    Commentary from our Partners at Lazard: U.S. Government Shutdown

    Comprised of some of the world’s most experienced geopolitical minds and business experts, Lazard Geopolitical Advisory provides strategic insights and bespoke analyses to help clients… More

    Posted: October 2, 2025
  • Market Insights

    Behind the Headlines: Unprecedented

    In their latest report, Lazard Asset Management highlights the unusual divergence between stronger-than-expected U.S. GDP growth and weakening job gains, alongside renewed weakness in global… More

    Posted: September 29, 2025
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150 King Street West,

Suite 1702, P.O. Box 47,

Toronto, ON M5H 1J9

Phone: 416-593-0353

Phone: 1-800-256-2441

funds@caldwellinvestment.com

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