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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: Israel-Iran Conflict Escalation: Geopolitical & Market Risks

    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: June 13, 2025
  • Market Insights

    Trade Shifts, Fiscal Turns, and Market Implications

    Trade Deal and Inflation Implications U.S. Treasury Secretary Scott Bessent has assumed a more visible role in articulating the Administration’s trade policy. The first major… More

    Posted: May 26, 2025
  • Market Insights

    Commentary from our Partners at Lazard: Updated Perspectives on U.S. Trade Policy & 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: May 22, 2025
  • Market Insights

    The Trump Put: Volatility, Tariffs, and Central Bank Caution

    Market Volatility and Forced Liquidations Recent market volatility has intensified, characterized by sharp, simultaneous declines in equities, bonds, and commodities. This broad-based selling suggests forced… More

    Posted: April 30, 2025
  • Market Insights

    Commentary from our Partners at Lazard: Implications of the April 2nd U.S. Tariffs on Global Trade and Growth

    On April 2, President Donald Trump announced hikes that bring U.S. tariffs to their highest levels in over a century and exceeding rates reached under… More

    Posted: April 4, 2025
  • Market Insights

    The Fast-Changing Landscape

    U.S. and Global Growth Downgrades The Atlanta Fed’s First Quarter (Q1) GDPNow (a nowcast of GDP = gross domestic product) fell from 3.9% in late… More

    Posted: March 26, 2025
  • Market Insights

    U.S. Tariff Policy – A Critical Month Ahead – Lazard Asset Management

    In this report, Lazard Asset Management breaks down U.S. Tariff Policy – highlighting key sectors and unpacking what it all means for markets and businesses…. More

    Posted: February 28, 2025
  • Market Insights

    Shifting Sentiment and Rising Uncertainty

    U.S. Economic Outlook Weakens The Atlanta Fed’s GDPNow estimate for the first quarter of 2025 (Q1) has dropped from 3.9% to 2.3% as of February… More

    Posted: February 26, 2025
  • Market Insights

    Market Shifts and Policy Realignments

    Strong U.S. Economy In Q3 2024, U.S. Gross Domestic Product (GDP) grew at an annualized rate of 3.1%, driven by robust consumer spending, particularly in… More

    Posted: February 5, 2025
  • Market Insights

    Shifting Policies and Rising Risks

    Bank of Canada Rate Cut On December 11, 2024, the Bank of Canada cut its policy rate by 50 basis points (bps) to 3.25%, following… More

    Posted: December 20, 2024
  • Market Insights

    Market Shifts and Policy Realignments

    Bank of Canada Rate Cut On October 23, 2024, the Bank of Canada reduced its policy interest rate by 50 basis points (bps), from 4.25%… More

    Posted: November 21, 2024
  • Market Insights

    Behind the Headlines, November 2024 – Lazard Asset Management

    In this report, Lazard Asset Management unpacks the top macro headlines around the world and what it could mean for investors. This edition covers the… More

    Posted: November 19, 2024
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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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