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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

    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
  • Market Insights

    The Case for a ‘Higher for Longer’ Interest Rate Environment

    Factors Driving the Uptrend in Long Rates Early August saw a selloff in U.S. Bonds. This aggressive selloff, which was targeted in the longer-end of… More

    Posted: September 19, 2023
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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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