Thoughts On ... Back to the Future

September 29, 2023 |Matt Barasch
“You made a time machine … out of a DeLorean?” Martin “Marty” McFly Back to the Future Sometime in the year 1985, a teen named Martin McFly took an impromptu trip. Marty, as he was known to his family and friends, was a musician (he played a mean guitar);...
Read more

Long bonds for the long-term investor

September 28, 2023 |Atul Bhatia, CFA

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

Read more

Is an economic soft landing on the schedule?

September 22, 2023 |Thomas Garretson, CFA

Fed projections suggest rates have neared cruising altitude. However, turbulence remains. We explain what the Fed’s actions may mean for investors.

Read more

Recharging the energy transition?

September 21, 2023 |Frédérique Carrier

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

Read more
photo credit : visualping

Thoughts on ... Gamestop 101 Reboot

September 20, 2023 |Matt Barasch
Background A couple of years back, we took a deep dive into the GameStop phenomena. With a new movie hitting theaters – Dumb Money – we thought now would be a good time to revisit this sordid tale. For background, equity markets were sent into a bit of...
Read more
Signs of reacceleration in Canadian inflation in August

Signs of reacceleration in Canadian inflation in August

September 20, 2023 |Claire Fan and Abbey Xu
Higher prices at the pump pushed Canadian headline inflation rate up. Food costs are still high but growing at a slower pace. Mortgage interest costs continue to drive a disproportionate share of headline price growth. But the Bank of Canada’s preferred...
Read more
U.S. inflation picked up in August on surging energy prices

U.S. inflation picked up in August on surging energy prices

September 18, 2023 |Claire Fan and Abbey Xu

RBC Economics provides a monthly analysis of the key indicators on price trends in the United States.

Read more
Can China reboot its economy?

Can China reboot its economy?

September 14, 2023 |Frédérique Carrier

With China stuck in a morass of low economic growth, we look at how the country is attempting a course correction and how to position global equity portfolios.

Read more
hiker facing fork in path

Do investors have an alternative to TINA?

September 07, 2023 |Kelly Bogdanova

Equities have long ruled the roost on the idea “there is no alternative”—aka TINA. But surging bond yields mean it’s time for a closer look at fixed income.

Read more

The income is back in fixed income

September 07, 2023 |Mikhial Pasic, CFA and Joseph Wu, CFA

With bond yields near or above the return targets in many financial plans, we think fixed income should play a bigger role in portfolios.

Read more