Bumpy recovery for Canada’s housing market

Bumpy recovery for Canada’s housing market

March 18, 2024 |Robert Hogue
February offered valuable clues on the direction Canada’s housing market is taking. Improving sentiment among buyers and sellers—no doubt stoked by growing expectations the Bank of Canada’s next move will be a rate cut—halted the series of monthly price...
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2024 presidential election update: Key things to know about U.S. elections & the market

Audio commentary: 2024 presidential election update: Key things to know about U.S. elections & the market

March 15, 2024 |Kelly Bogdanova & Tylar Lunke
What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger drivers of stock prices than the election? Kelly Bogdanova, Co-chair of RBC’s Global Portfolio Advisory Committee, and...
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The importance of focusing on time horizon

The importance of focusing on time horizon

March 14, 2024 |Atul Bhatia, CFA

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

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A Growing Problem: How to align Canada’s immigration with the future economy

March 13, 2024 |Benjamin Richardson & Cynthia Leach

The mismatch in immigrants' skills and the labour market’s long-term needs, along with pressure on the country’s infrastructure capacity is leading to negative economic outcomes.

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Is the U.S. equity market getting bubbly again?

March 08, 2024 |Kelly Bogdanova

A growing chorus on Wall Street is warning an AI-led bubble may be forming. While a near-term pullback can’t be ruled out, we argue this is not Tech Bubble 2.0.

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BoC holds rates steady in March

BoC holds rates steady in March

March 07, 2024 |Claire Fan, Economist, Royal Bank of Canada

The Bank of Canada (BoC) held the overnight rate unchanged for a fifth consecutive meeting, extending a pause that started after the last hike in July last year. 

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Key things to know about U.S. elections

Key things to know about U.S. elections

March 06, 2024 |Kelly Bogdanova

As presidential elections have become more contentious, perceptions have risen that the stock market’s fate can hang in the balance depending on who wins. There are four principles investors should keep in mind.

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A worldwide wave of elections

A worldwide wave of elections

March 06, 2024 |Frédérique Carrier

2024 marks a case of rare planetary alignment, with close to half the world’s population heading to the polls. While the brightest spotlight will fall on the U.S. election, we focus on elections beyond the U.S. and why they matter to investors.

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An evolving investment landscape

An evolving investment landscape

February 29, 2024 |Joseph Wu, CFA

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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Proof Point: Weak productivity is threatening Canada’s post-pandemic wage growth

February 28, 2024 |Nathan Janzen
Canadian wage growth has been unusually high, but looks more modest when measured against surging inflation and relative to acute labour shortages earlier in the pandemic recovery. Now lagging productivity in Canada (along with a softening labour market...
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