In this week’s issue:
U.S. equity returns in 2024: Premium performance
We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.
Regional developments: Canadian Prime Minister Justin Trudeau resigns after nine years in power; U.S. bond market shows anxiety about inflation and national debt; Stress in UK financial markets; South Korean market rebounds from recent selloff.
Beth Arseneau, FMA, CIM
Portfolio Manager
416-960-4592
beth.arseneau@rbc.com