New Normal , New Opportunities

Sep 18, 2020 |Dane Charles
Introducing the “New Normal, New Opportunities” series, this publication examines secular trends and the associated winners in a post-COVID-19 world. Admittedly, this is a long read packed with information and thought provoking content that will not be...
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The transition from lockdown to reopening: An update with Jim Allworth

May 07, 2020 |Dane Charles
The Allison Martinello Group is pleased to bring to you another update from Jim Allworth, Co-Chair of RBC's Global Portfolio Advisory Committee. In this audio cast, Jim discusses the most recent developments and outlook going forward in a post COVID-19...
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2020 Outlook: No Recession, but a bumpy ride

Jan 20, 2020 |Dane Charles
By all measures, 2019 was a very good financial year. Looking ahead, our general thought is that a recession in 2020 is not imminent, however, investors should be prepared for a bumpier ride. Please find attached an article from investment firm, The Capital...
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Adapting investment strategy to the negative yield environment

Nov 20, 2019 |Eric Lascelles

The world’s cache of government bonds trading at negative yields has soared. How did this come about and how will it distort financial markets?

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The global equity playbook as the economic cycle ages

Nov 20, 2019 |RBC Wealth Management

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade.

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Investment outlook for your 2020 portfolio

Nov 20, 2019 |RBC Wealth Management

Our constructive view on financial markets runs parallel to a continued need for vigilance.

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Imagine 2025 Report - Gearing up for the next Industrial Revolution

Sep 16, 2019 |Dane Charles
RBC Capital Markets and its Global Industrials Research team collaborated to provide a roadmap for investors and industry leaders alike to navigate the change forces determining the global industrial landscape of the future. Their belief of a new industrial...
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Real Estate Investing Rethought

Apr 15, 2019 |Dane Charles
Those that love real estate as an investment, absolutely swear by it – as if any contradicting thought is pure blasphemy. I also love the idea, however, I look at it from a different angle. There are many ways to dip your toes in the real estate investing...
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How Canadians Working In The U.S. Should Treat Their 401(k)

Apr 15, 2019 |Dane Charles
For those of you getting an employer match – Awesome! It’s like free money so you’ll want to maximize your contributions to get the most out of your employer. Doing the rest of your saving in Canada, or contributing beyond those amounts to your US plan...
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U.S. Citizens in Canada - Beware Of The PFIC Rules

Apr 15, 2019 |Dane Charles
For all the U.S. citizens & green card holders working or living in Canada, this is for you. Take a look at your non-registered investment accounts and keep your eye out for Canadian mutual funds, ETFs listed on Canadian exchanges, and Canadian REITs...
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