Summer events shaping the outlook for the UK and Europe

August 11, 2022 |Frédérique Carrier

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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As earnings go, so goes the market

August 05, 2022 |Kelly Bogdanova

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

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How might markets handle rising geopolitical heat?

August 04, 2022 |Kelly Bogdanova

While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.

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Is Fed policy entering a new phase?

July 28, 2022 |Thomas Garretson, CFA

Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.

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Not your average earnings season

July 21, 2022 |Kelly Bogdanova

Investors will need to look deeper at earnings results for possible clues about the path forward.

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Proof Point: Canada's labour shortages will outlive a recession

July 20, 2022 |Nathan Janzen, Claire Fan and Naomi Powell
A severe labour squeeze is choking the ability of Canadian businesses to ramp up production. A recession in 2023 might temporarily ease worker shortages—but they’ll return as Canada’s population ages. An influx of educated immigrants could offer some...
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How inflation and recession worries muddy the investment outlook

July 15, 2022 |Kelly Bogdanova

We take stock of these stubborn challenges, and look at whether a retrenchment in corporate earnings may be the next shoe to drop.

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Forceful BoC surprises with 100 bp hike

July 14, 2022 |Josh Nye
100 bp hike topped widespread expectations for a 75 bp increase BoC front-loading the path to higher rates amid excess demand, high inflation and rising inflation expectations “Interest rates will need to rise further”; we see 3.25% policy rate by October...
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RBC Tech for Nature partnerships focus on innovative climate solutions

July 12, 2022 |RBC Wealth Management

RBC Foundation's $100-million commitment helps propel charities and universities developing solutions from carbon sequestration to cleantech and biodiversity

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Does slowing growth have a silver lining for fixed income investors?

June 30, 2022 |Atul Bhatia, CFA

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.

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