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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: 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
  • Market Insights

    Commentary from our Partners at Lazard: Iran Conflict Update on Ceasefire and 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: April 13, 2026
  • Market Insights

    Energy Shock and Recession Dynamics: Reinforcing the Case for Canadian Long Bonds

    Macro Backdrop: Energy Shock and Growth Impact The escalation of conflict in the Middle East has driven energy prices sharply higher, triggering renewed inflation concerns… More

    Posted: April 6, 2026
  • Market Insights

    Behind the Headlines: The Mounting Costs of the Iran War

    In their latest report, Lazard Asset Management highlights that the Iran war is likely to persist for an extended period, with structural challenges prolonging disruptions… More

    Posted: March 30, 2026
  • Market Insights

    Commentary from our Partners at Lazard: Iran Update and Near-term Pathways

    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: March 30, 2026
  • Market Insights

    Behind the Headlines: Conflict Contagion

      In their latest report, Lazard Asset Management highlights that risks to global energy supplies from the Iran war are intensifying, with declining odds of… More

    Posted: March 30, 2026
  • Market Insights

    Commentary from our Partners at Lazard: Iran Conflict Update: Supply Chain Impacts

    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: March 20, 2026
  • Market Insights

    Behind the Headlines: Market Disruption Continues

    In their latest report, Lazard Asset Management highlights how the ongoing Iran war is further constraining global energy production and shipping, potentially creating opportunities for… More

    Posted: March 19, 2026
  • Market Insights

    Commentary from our Partners at Lazard: Iran Conflict Update

    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: March 11, 2026
  • Market Insights

    Behind the Headlines: Economic Impacts of Conflict in Iran

    In their latest report, Lazard Asset Management highlights that energy market disruptions from the Iran conflict could push global inflation modestly higher and weigh on… More

    Posted: March 10, 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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