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Caldwell Investment Management Ltd.
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      • Caldwell-Lazard CorePlus Infrastructure Fund
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  • Tell Me Something Good
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  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
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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
  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    July 15, 2020

    The interest rate curve has been steepening. What does that mean for the investor?

  • Thomas S. Caldwell, C.M.

    Chairman

    July 15, 2020

    You believe the markets represent value at this moment. What do you see that others don’t?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    July 8, 2020

    You have been working at the office throughout this crisis. What perspective has this given you on the markets?

  • Thomas S. Caldwell, C.M.

    Chairman

    July 8, 2020

    There has been a lot of discussion on “Group Think”, what are your thoughts about this?

  • Thomas S. Caldwell, C.M.

    Chairman

    July 2, 2020

    We’re in a new world and our new normal is going to be very different. What should we look out for in this new normal?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    June 24, 2020

    What are the four themes in the Caldwell Canadian Value Momentum Fund today?

    Funds Jennifer manages:
    Caldwell Balanced Fund
    Caldwell Canadian Value Momentum Fund
    Caldwell U.S. Dividend Advantage

  • Thomas S. Caldwell, C.M.

    Chairman

    June 24, 2020

    People are focused on COVID-19 and forgetting about the big picture. What can you remind investors regarding their portfolios?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    June 17, 2020

    Prices at the gas pumps have been going up but no one is supposed to go anywhere or do anything. What is going on?

  • Thomas S. Caldwell, C.M.

    Chairman

    June 17, 2020

    For years you have talked about quelling your emotions, and now we are in a pandemic these words are truer than ever.

  • Thomas S. Caldwell, C.M.

    Chairman

    June 11, 2020

    Looking into the future, do you think we will have inflation or deflation?

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    June 3, 2020

    The pandemic has caused a lot of damage to the economy, but stocks are going up. What should I do to position my portfolio properly?

    Funds William manages:
    Caldwell Balanced Fund
    Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

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    Choose Your Updates

    Partners in ProspectingSomething Good for the MonthWilliam's WeeklyChatting the ChartsTell Me Something Good - All Blog Updates1 Minute Podcast with Jennifer Radman

    Speakers

    • Brendan T.N. Caldwell, B.Sc., M.A., CFA
    • Denis Taillefer, CFA
    • Jennifer Radman, CFA
    • Justin Elliott, CFA
    • Morgan Pampe, MFIN, CFA
    • Thomas S. Caldwell, C.M.
    • William Chin, MBA

    Topics

    • travel
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    • Wholesalers
    • Top 50
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    • Jennifer Kuta
    • WP Canada
    • portfoliomanagement
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    • caldwellinvestment
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    • Investments
    • 2023
    • BLOOMBERG
    • COVID
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    • Omit Burnout
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    • Competitive Advantage
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    • England
    • Quantitative Investing
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    • Extra Benefits
    • Current Book
    • Personal Growth
    • #Chairman
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    • Commentary
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    • CALDWELL INVESTMENT MANAGEMENT
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    • Meetings
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    • Motivation
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    • Discipline
    • COVID19
    • Goodreads
    • Analysis
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    • Educating

    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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    Disclaimer

    All audios recorded in Toronto, Canada on date specified. All comments presented are those of respective speakers. The comments provided in these audios are general in nature based on information available at the time of recording and should not be considered as comprehensive investment advice or an offer to buy and/or sell securities. Market conditions may change and Caldwell Investment Management Ltd. accepts no responsibility for individual investment decisions arising from reliance on the information presented.

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