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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

    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
  • Market Insights

    Fed and Market Sentiment: A Misalignment?

    In last month’s commentary, a structured approach to understanding the interaction between the market and the Federal Reserve (“Fed”) was outlined, focusing on four key… More

    Posted: September 27, 2024
  • Market Insights

    Fed Watch: Understanding the Framework

    This week’s surge of U.S. economic data caused another fluctuation in expectations for Federal Reserve rate cuts. A structured framework is essential for analyzing these… More

    Posted: August 27, 2024
  • Market Insights

    Top Geopolitical Trends in 2024 – Lazard Asset Management

    In this report, Lazard Asset Management analyzes ten key geopolitical trends that will shape the global environment in 2024 and present both challenges and opportunities… More

    Posted: January 8, 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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