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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
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
Are we being inundated with too much information?
| Episode 36 - July 21, 2022
Media Pressure on Politicians and Central Bankers to do Something About Inflation | Episode 35 – July 7, 2022
Brendan Caldwell on BNN Bloomberg’s Market Call | June 24, 2022
With Volatility, Should Investors Stay the Course or Cash In?
| Episode 34 - June 23, 2022
The “R” Word, Are We Heading Into a Recession
| Episode 33 - June 9, 2022
How Will Higher Interest Rates Affect Companies?
| Episode 32 - May 26, 2022
Denis Taillefer on BNN Bloomberg’s The Close | May 20, 2022
Justin Elliott on BNN Bloomberg’s The Close | May 13, 2022
Stress, Conflict and The Stock Markets Seem Scary to Investors
| Episode 31 - May 12, 2022
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