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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

    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
  • 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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