Insights from our investment experts

Stay informed through Cumberland’s quarterly investment reviews, thought-provoking market commentaries, client newsletters and other noteworthy communications.

Our experienced investment professionals, Chief Investment Officer and Chairman share their current perspectives and strategies, giving you insight into the markets and the management of your wealth. Bookmark this page for easy access.

Insights and ideas

Stay informed with quarterly investment reviews and thought-provoking market commentaries.

Investing Between a Rock and a Hard Place

Investment insights

How much money do you need to get the attention of a financial advisor?

Of interest

Investing with Discipline

Investment insights

Structural Bond Bear?

Chairman's commentaries

Investment Insights from our CIO

Investment insights

Hope for Rotation

Chairman's commentaries

Chairman's commentaries

On a quarterly basis, our Chairman provides an assessment of macro factors and trends in the global economy, an analysis of the current state of the world economies, insights on key issues and impacts on financial markets and for investments.

2018
2017
2016
  • October 21
    Rotation
  • July 11
    “Uncertainty” – The Market Hates This Word
  • April 20
    Digging Below the Surface
  • January 21
    Like 1999 – A Tale of Two Markets

Investment insights

2018
  • November 22
    Investing Between a Rock and a Hard Place
  • November 7
    Investing with Discipline
  • October 22
    Investment Insights from our CIO
  • June 9
    Today’s Landscape and Opportunities in Canadian Pipelines and Midstream Companies
  • May 19
    Changing of Chairs: Styles of Central Banker and Rate Cycles
2016
  • November 7
    US Election Cheat Sheet
  • June 28
    Our Initial Perspectives on The Brexit Vote

North American Strategy Reviews

2018
  • October 11
    Third Quarter Strategy Review
  • July 11
    Second Quarter Strategy Review
  • April 11
    First Quarter Strategy Review
  • January 15
    Year End Strategy Review
2017
  • October 13
    Third Quarter Strategy Review
  • July 10
    Second Quarter Strategy Review
  • April 12
    First Quarter Strategy Review
  • January 12
    Year End Strategy Review
2016
  • October 13
    Third Quarter Strategy Review
  • July 11
    Second Quarter Strategy Review
  • April 13
    First Quarter 2016 Strategy Review
  • January 8
    Year End Review

Global reviews

2018
  • October 11
    Global Strategy Third Quarter Review
  • July 6
    Global Strategy Second Quarter Review
  • April 11
    Global Strategy First Quarter Review
  • January 12
    Global Strategy Year End Review
2017
  • October 12
    Global Strategy Third Quarter Review
  • July 12
    Global Strategy Second Quarter Review
  • April 12
    Global Strategy First Quarter Review
  • January 10
    Global Strategy Year End Review
2016
  • October 13
    Global Strategy Third Quarter Review
  • July 11
    Global Strategy Second Quarter Review
  • April 11
    Global Strategy First Quarter 2016 Review
  • January 13
    Global Strategy Year End Review

Income reviews

2018
  • October 5
    Income Strategy Third Quarter Review
  • July 6
    Income Strategy Second Quarter Review
  • April 18
    First Quarter Income Strategy Review
  • January 16
    Income Strategy Year End Review
2017
  • October 13
    Income Strategy Third Quarter Review
  • July 14
    Income Strategy Second Quarter Review
  • April 12
    Income Strategy First Quarter Review
  • January 20
    Income Strategy Year End Review
2016
  • October 13
    Income Strategy Third Quarter Review
  • July 20
    Income Strategy Second Quarter Review
  • April 18
    Income Strategy First Quarter 2016 Review
  • January 18
    Income Strategy Year End Review

Newsletter

2018
  • May 23
    Interest Gained – May 2018
  • February 5
    Interest Gained – February 2018
2017
  • October 2
    Interest Gained – October 2017
2018
  • November 15
    How much money do you need to get the attention of a financial advisor?
  • May 23
    Deep Roots, Stronger Together
  • May 18
    Implications of 2018 Budget on Tax for Private Corporations
  • May 2
    Cumberland Partners Limited announces the completion of the previously announced merger with Norrep Investment Management Group Inc. and Perron & Partners Wealth Management Corp.
  • April 22
    Perron & Partners Named One Of The 9 Best Financial Advisors in Calgary
  • April 20
    Cumberland Named One Of The 11 Best Financial Advisors & Investment Management Firms in Toronto
2017
  • October 12
    How an insurance transfer can benefit charities and policyholders
  • September 27
    Sukyong Yang is interviewed for a special feature in the National Post