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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

    Behind the Headlines: Escalation and Energy Prices

    In his latest report, Ronald Temple, Chief Market Strategist at Lazard Asset Management, warns that escalating U.S.-Iran hostilities are increasing upside risks to energy prices… More

    Posted: July 27, 2026
  • Market Insights

    Commentary from our Partners at Lazard: The U.S.-Iran Memorandum of Understanding Breaks Down

    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: July 23, 2026
  • Market Insights

    Behind the Headlines: A Wake-Up Call from Iran

      In his latest report, Ronald Temple, Chief Market Strategist at Lazard Asset Management, warns that the apparent breakdown of the U.S.-Iran ceasefire highlights ongoing… More

    Posted: July 13, 2026
  • Market Insights

    Behind the Headlines: U.S.-Iran Agreement Offers Relief

      In his latest report, Ronald Temple, Chief Market Strategist at Lazard Asset Management, notes that U.S.-Iran negotiations are continuing and shipping through the Strait… More

    Posted: June 26, 2026
  • Market Insights

    Global Mid-Year Outlook 2026: Core Convictions

    Entering the second half of the year, Lazard Asset Management’s Chief Market Strategist, Ronald Temple, examines how shifting market dynamics are creating new opportunities beyond… More

    Posted: June 26, 2026
  • Market Insights

    Behind the Headlines: U.S.-Iran Agreement Offers Relief

    In his latest report, Ronald Temple, Chief Market Strategist at Lazard Asset Management, notes that the U.S.-Iran framework agreement has extended the ceasefire and reduced… More

    Posted: June 19, 2026
  • Market Insights

    Commentary from our Partners at Lazard: The U.S. and Iran Reach a Framework Agreement

    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 19, 2026
  • Market Insights

    Behind the Headlines: A Light at the End of the Tunnel?

    In their latest report, Lazard Asset Management highlights that U.S. inflation has risen above 4% due largely to higher energy prices, though underlying inflation pressures… More

    Posted: June 16, 2026
  • Market Insights

    Behind the Headlines: U.S. Consumer Sentiment Hits Record Low

    In their latest report, Lazard Asset Management notes that while the U.S. and Iran have reportedly extended their ceasefire, disruptions to energy markets are likely… More

    Posted: June 1, 2026
  • Market Insights

    Commentary from our Partners at Lazard: Takeaways from the Trump-Xi Summit

    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, 2026
  • Market Insights

    Behind the Headlines: Iran and China in the Spotlight

    In their latest report, Lazard Asset Management notes that stalled ceasefire talks between the U.S. and Iran are increasing the risk of renewed escalation and… More

    Posted: May 22, 2026
  • Market Insights

    Behind the Headlines: Escalation Risk Rises

    In their latest report, Lazard Asset Management highlights that as the Iran conflict enters its third month with stalled diplomacy, the risk of a sharper… More

    Posted: May 4, 2026
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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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