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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

READ HERE

Year End and Q4 2020 Strategy & Market Reviews

Investment Insights

READ HERE

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

Of Interest

READ HERE

'Tis The Season

Investment Insights

READ HERE

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

Investment Insights

READ HERE

November: Record Gains and Relief From Worst Case Fears

Chairman's Commentaries

READ HERE

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
    READ HERE
2019
  • August 21
    When the Inmates Start Running the Asylum
    READ HERE
  • January 17
    Bad Attitude
    READ HERE

Investment Insights

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

North American Strategy Reviews

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

Global Reviews

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

Income Reviews

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

Newsletters

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

Of Interest

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

Podcasts/Videos

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