When the Fed goes low, we go high

May 29, 2020 |Thomas Garretson, CFA

The Fed is dusting off an obscure policy tool—yield curve control—as it ramps up efforts to keep Treasury yields low. So, we look to go where yields remain high—that is, high-yield corporates—and explore our shift to a positive outlook on the sector.

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8 Ways COVID Will Transform the Economy and Disrupt Every Business

May 25, 2020 |John Stackhouse

If there is one lesson from the pandemic of 2020, it may be this: We are biological beings in a digital age.

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What’s ahead for the loonie

May 25, 2020 |Alex Albrecht
The loonie has defied expectations during the recent rout in oil markets, hitching its wagon to another driver. Move over crude, hello equities. But the road ahead still has bumps, with implications for USD/CAD foreign exchange. How will extended travel...
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The road to recovery for Canada’s provinces

May 25, 2020 |Alex Albrecht

RBC Senior Economist Robert Hogue joins us for a special series on Canada’s regional economic outlooks.

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Can business stimulus hasten the “swoosh” recovery?

May 25, 2020 |Alex Albrecht
Hopes for a V-shaped recovery – a short, sharp collapse followed by a bounce-back to pre-crisis activity – have been replaced by expectations of a “swoosh.” That is, a large drop followed by a slow incline. To bend the curve, Canadian policy makers have...
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Growth versus value investing in a COVID-19 world

May 21, 2020 |Kelly Bogdanova

While some tempting cases can be made for value, we think it’s too soon to go big into value stocks at the expense of growth stocks.

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U.S. stock market rally: Lopsided leadership

May 15, 2020 |Kelly Bogdanova

The rally’s narrowness doesn’t negate the move, and if the bottoming process is for real we should see more inclusive participation in months ahead.

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What a market recovery can look like

May 11, 2020 |Alex Albrecht
The U.S. equities market has rebounded upwards of 30% from its low in March, driven by plenty of good news and investor optimism. But the road ahead is full of curves and unknowns that could slow the momentum or worse. Looking in the rearview mirror,...
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China’s economic recovery still a long way off, despite official reports

May 11, 2020 |Alex Albrecht
China has touted economic re-opening as the central government’s triumph over the COVID-19 virus. But though firms are back to work and factories are up and running, growth hasn’t recovered. In fact, privately gathered data suggest China’s economy continues...
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Podcast: Planning for capital losses with tax-loss selling

May 08, 2020 |Tony Maiorino and Allison Marshall

“Within tax planning, two main aspects are minimizing taxable gains and finding ways to effectively manage losses. It’s here that the strategy of tax-loss selling may be beneficial.”

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