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Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.
The UK’s economic outlook has acquired a healthier glow, but we’re eyeing some non-COVID wrinkles that could impact growth prospects and UK equities.
While higher rates will eat into corporate profits, we explain why they won’t be the make-or-break factor for U.S. equity performance.
Soaring prices and the start of the spring season attracted more sellers, according to early reports from local real estate boards.
While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.
Rising yields signal robust growth as inflation fears lurk. How the Fed’s new policy framework plays out will be a fascinating experiment for markets.
Companies and industries at the forefront of developing technology solutions to sustainability issues may offer compelling long-term investment opportunities.
Technologies that mitigate sustainability challenges are likely to see long-lasting waves of growth, creating long-term investment opportunities.
Year 2 of COVID-19 is seeing Europe stumble. We look at what’s delaying the recovery and what the environment means for portfolio strategy.
The world’s supply chains have endured many blows this century: 9/11, the global financial crisis, the Fukushima earthquake, Brexit. But even in that context, the past year stands out.