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Ready to invest?
Funds
Mutual Funds
Caldwell-Lazard Core
Plus
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
Media Appearances
2022 – A Year in Review and a Look Ahead to 2023
| Episode 47 - December 22, 2022
Denis Taillefer on BNN Bloomberg’s The Close | December 9, 2022
What Exactly is an Inverted Yield Curve?
| Episode 46 - December 8, 2022
Tax Loss Selling & End of Year Stock Market Thoughts
| Episode 45 - November 24, 2022
Denis Taillefer on BNN Bloomberg’s The Close | November 15, 2022
U.S. Elections & the Effect on Stock Markets
| Episode 44 - November 10, 2022
Justin Elliott on BNN Bloomberg’s The Close | November 1, 2022
Zoomer Radio – Prime Time Money: Denis Taillefer | October 30, 2022
Brendan Caldwell on BNN Bloomberg’s Market Call | October 28, 2022
U.S. Elections and Volatility in the Markets
| Episode 43 - October 27, 2022
Overwhelming Geo-political Events & Economy
| Episode 42 - October 13, 2022
Justin Elliott on BNN Bloomberg’s The Close | September 29, 2022
Recent Stock Market Declines & Long Term View
| Episode 41 - September 29, 2022
Market Sell Off and Macro Thoughts
| Episode 40 - September 15, 2022
Denis Taillefer on BNN Bloomberg’s The Close | September 15, 2022
Worldwide Big Picture Views & Volatility/Risk
| Episode 39 - September 1, 2022
Investment Success Principles
| Episode 38 - August 18, 2022
Prime Time Money: Justin Elliott | August 7, 2022
Brendan Caldwell on BNN Bloomberg’s Market Call | August 5, 2022
Everyone’s Talking About Uncertainty
| Episode 37 - August 4, 2022
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