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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.

Is The Stock Market in a Bubble?

Global Reviews

Year End and Q4 2020 Strategy & Market Reviews

Investment Insights

Family Wealth Transfer: Why (And How) To Start Now

Of Interest

'Tis The Season

Investment Insights

November - A month of Thanksgiving and a month to give thanks

Investment Insights

November: Record Gains and Relief From Worst Case Fears

Chairman's Commentaries

Chairman's Commentaries

Drawing on more than four decades of experience, our Chairman comments on current trends in the global economy and provides insights on key issues in financial markets.

2020
  • December 2
    November: Record Gains and Relief From Worst Case Fears
2019
  • August 21
    When the Inmates Start Running the Asylum
  • January 17
    Bad Attitude

Investment Insights

2021
  • January 8
    Year End and Q4 2020 Strategy & Market Reviews
2020
  • December 18
    ‘Tis The Season
  • December 4
    November – A month of Thanksgiving and a month to give thanks
  • March 9
    “Buy low/sell high” is tough when you’re not sure which way is up
2019
  • February 20
    Why tax and estate planning is important in wealth management

North American Strategy Reviews

2020
  • October 7
    North American Strategy Third Quarter Review
  • July 7
    North American Equity Second Quarter Strategy Review
  • April 3
    North American Equity First Quarter Strategy Review
  • January 8
    North American Equity Year End Strategy Review
2019
  • October 8
    North American Equity Strategy Review
  • July 8
    North American Equity Strategy Review
  • April 5
    North American Equity Strategy Review
  • January 8
    North American Equity Strategy Review

Global Reviews

2021
  • January 15
    Is The Stock Market in a Bubble?
2020
  • October 8
    Global Strategy Third Quarter Review
  • July 7
    Global Strategy Second Quarter Review
  • April 6
    Global Strategy First Quarter Review
  • January 10
    Global Strategy Fourth Quarter Review
2019
  • October 8
    Global Strategy Third Quarter Review
  • July 5
    Global Strategy Second Quarter Review
  • April 10
    Global Strategy First Quarter Review
  • January 8
    Global Strategy Year End Review

Income Reviews

2020
  • October 5
    Income Strategy Third Quarter Review
  • July 7
    Income Strategy Second Quarter Review
  • April 3
    Income Strategy First Quarter Review
  • January 8
    Income Strategy Year End Review
2019
  • October 8
    Income Strategy Third Quarter Review
  • July 5
    Income Strategy Second Quarter Review
  • April 9
    Income Strategy First Quarter Review
  • January 4
    Income Strategy Year End Review

Newsletters

2019
  • December 23
    Interest Gained West – Winter 2019
  • August 7
    Interest Gained West – Summer 2019
  • June 7
    Interest Gained East – Spring 2019
  • May 7
    Interest Gained West – Spring 2019

Of Interest

2020
  • December 29
    Family Wealth Transfer: Why (And How) To Start Now
  • November 6
    Financial Wellness: Does your advisor care?
2019
  • October 18
    Suddenly Single: How to Plan with Female Clients
  • September 20
    Gerry Connor Gives Big to George Brown Centre for Business
  • June 7
    Susanne Alexandor has joined our team

Podcasts/Videos

2020
  • November 16
    Cumberland Market Review & Outlook
  • August 7
    Not All Tech Stocks Are Created Equal
  • July 31
    Kipling Strategic Income Fund
  • July 31
    Kipling Global Enhanced Dividend Fund
  • July 28
    Tax and Succession Planning
  • July 9
    Second Quarter 2020 Market Review
  • May 26
    O Canada, Small but Mighty