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Stay informed with our indepth insights, analysis and evaluation of investing strategies, opportunities and options.

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Brookfield

Brookfield Letter to Shareholders

The second quarter of 2017 was strong. Our asset management fees continue to grow at a rapid pace and most of our operations achieved plan. The market for selling mature property and infrastructure assets continues to be very positive...

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Brookfield

Brookfield Renewable Partners LP

Q2 results were mixed, but overall nothing from this quarter alters our positive outlook for BEP.UN. While a handful of development projects (progressing well) and margin expansion (cost improvements and power price escalation) provide...

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Blackstone

Blackstone Annual Chairman's Letter

It’s difcult to begin without noting that the efects of 2016’s year of surprises in both markets and on the geopolitical front appear likely to reverberate for some time. After encountering what might have been...

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Dimensional

Dimensional Letter from Chairman 2017

Just like a personal philosophy can act as a moral compass, an investment philosophy can guide your decisions on how to invest. While this may sound simple, the implications can be significant. People who put their savings...

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Brookfield

Brookfield Renewable Partners

Brookfield Renewable Partners is the world’s largest publicly traded, pure-play independent power producer focused on hydroelectric generation. The portfolio includes hydro and wind facilities in North America, Latin America and Brazil.

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Preferred Shares: A Market Overview

In a piece written by our CIBC preferred share specialist, he discusses the merits of investing in fixed-reset preferred shares and how they could contribute to a portfolio...

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Google

Alphabet, The New and Improved Google

Alphabet, Google’s parent company, is a conglomerate of the 21st century in their Annual Founder’s Letter, management lays out the different divisions within the company and some of the interesting investments...

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Brookfield

Brookfield 2015 Letter to Shareholders

Brookfield is a diversified company that has grown and adapted to changing economic and business environments for over 30 years. In this annual letter, Bruce Flatt reviews the unique culture of the unique culture of the corporation.

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Blackstone

Blackstone — Chairman's Letter for 2015

As Blackstone enters its 30th year in business, CEO and Founder Steve Schwarzman reflects on the company's core strengths and the durable advantages that have allowed it to consistently prosper through change...

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Making Money with Options

In a recent letter to our CIBC Enhanced Equity Fund shareholders we explained how options can be used to earn a return. Because it's not a particularly well-understood strategy we...

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Value beyond return