Blog

The 2022 Q1 has seen increased volatility in both the equity and fixed income markets due to a wide variety of challenges. We take a closer look at how these challenges have affected our client portfolios and how we are currently positioned.

We are likely to remain in a period of elevated volatility in the near-term as developments in Europe unfold. But, history has taught us that military conflicts tend to have a market impact that is limited in magnitude and time.

Rising inflationary pressures have once again put the U.S. Federal Reserve under the microscope as markets looks for them to act more aggressively, sparking the most volatile start to the year for global fixed income markets we have seen in decades.

The new year has begun with a significant increase in volatility and market weakness, primarily due to geopolitics, Covid, and divergent views on the future path of inflation and interest rates. However, the economic backdrop remains supportive.

As we come out of the Covid-19 era and then move beyond it, what are the evolving forces driving the investment narrative and how can investors adapt?

Markets are often strong late in the year. After a shaky start to the fall months, this year looks no different. We look at the reasons for the current market condition as well as how we're approaching equity markets with dividend growth companies.

The remainder of 2021 looks promising from an economic perspective and for the financial markets. The Canadian banks and the technology sector are a focus in our outlook for next several months.

Inflation is part of normal market cycles. We have not had to deal with inflation pressures for many years, but price increases are now a reality. The next several months will be noisy, but we will wait to see if there are longer term implications.

RBC Wealth Management analyzes the latest proposed federal budget measures, and the effect they may have on you.