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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: 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
  • Market Insights

    Behind the Headlines: Strait of Hormuz in Lockdown

    In their latest report, Lazard Asset Management warns that the continued closure of the Strait of Hormuz and U.S. blockade are likely to deepen economic… More

    Posted: April 28, 2026
  • Market Insights

    Behind the Headlines: Iran Announces Strait of Hormuz Reopening

    In their latest report, Lazard Asset Management highlights that the reopening of the Strait of Hormuz has eased energy prices, though uncertainty remains, while mixed… More

    Posted: April 20, 2026
  • Market Insights

    Behind the Headlines: The Beginning of the End?

    In their latest report, Lazard Asset Management highlights that while a temporary ceasefire between the U.S. and Iran has been reached, lasting economic damage appears… More

    Posted: April 14, 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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