Sub-advisor outlook and investment strategies

Our global sub-advisors share their outlook for equities, fixed income, alternatives, and private markets for the remainder of the year, outlining how they are strategically positioning their strategies to align with market forecasts.

Videos

Walter Scott & Partners Ltd. - Global equities

Murdo MacLean, Client Investment Manager at Walter Scott & Partners Ltd, offers a mid-year update on key trends and emerging opportunities in global equities for 2026. Discover how these developments are shaping the Renaissance Global Growth Fund & Renaissance International Equity Fund for the remainder of the year.


Maple-Brown Abbott - Global infrastructure equity

Andrew Maple-Brown, portfolio manager and co-founder of Maple-Brown Abbott's Global Listed Infrastructure strategy, provides an updated perspective on the 2026 outlook for global infrastructure equity. Explore expert insights into the evolving landscape and the investment strategy guiding the Renaissance Global Infrastructure Fund.

PIMCO - Global multi-sector fixed income

Prerna Gupta, Senior Vice-President and Fixed Income Strategist at PIMCO, shares a current perspective on the 2026 outlook for global multi-sector fixed income. Learn how her team is refining the investment strategy for the CIBC Diversified Fixed Income Fund to navigate evolving market dynamics with new opportunities.

DoubleLine® - Global multi-sector fixed income

Jeff Mayberry, Portfolio Manager at DoubleLine®, shares a mid-year market review of the global multi-sector fixed income landscape. Explore how the team is strategically positioning the Renaissance Flexible Yield Fund to capture opportunities and respond to changing fixed income market dynamics as the year unfolds.

Ares - Private credit

Mike Zugay, Partner at Ares Credit Group, shares his outlook for private credit as we transition into the latter half of 2026. Explore how the CIBC Ares Strategic Income Fund is being managed to respond to changing market conditions and pursue attractive opportunities for investors.


KKR - Global private equity

Alisa Wood, Partner and Co-CEO of KKR Private Equity Conglomerate LLC, shares her latest insights on global private equity trends for 2026. Learn how the CIBC KKR Global Equity Strategy fund is adjusting its approach to harness new opportunities and ensure continued growth for investors.

Stepstone Group - Private equity

Brett Schlemovitz, President at StepStone Private Wealth, offers an updated perspective on private markets. Explore the current strategy for the Alpine SPRIM™ Private Markets Fund as they adapt to shifting market dynamics.

Stepstone Group - Venture capital

JD Hall, Managing Director, Venture Capital and Growth Equity at StepStone Private Wealth, offers an updated perspective on venture capital and growth investing. Discover how the Alpine SPRING Private Venture & Growth Fund is being strategically managed to adapt to evolving market dynamics.

If you have questions about our sub-advisor managed funds or our investment solutions, please reach out to your advisor or CIBC representative anytime.


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