Indoor Vertical Farming: Rising To Meet Local Demand

Indoor Vertical Farming: Rising To Meet Local Demand

 July 18, 2024 |Lisa Ashton

How indoor agriculture can serve as a local food source in northern—and urban—settings

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RBC Canadian Inflation Watch

Slowing inflation in June sets the table for a July rate cut from Bank of Canada

 July 16, 2024 |Claire Fan and Abbey Xu

The latest Business Outlook Survey largely confirmed further normalizing in a few key areas that the central bank has deemed critical to future inflation trends.

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Bi-weekly Client Letter 2024-07-12

 July 12, 2024 |Elizabeth Arseneau
The summer has gotten off to a reasonable start with global equities moving higher in recent weeks. The prevailing market narrative – decelerating inflation that is paving the way for central banks to cut interest rates – was reinforced by June’s weaker-than-expected...
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Weaving the threads of U.S. equity outperformance

Weaving the threads of U.S. equity outperformance

 July 11, 2024 |Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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Proof point: Rental housing construction picks up in Canada but will it be enough?

Proof point: Rental housing construction picks up in Canada but will it be enough?

 July 03, 2024 |Rachel Battaglia
There hasn’t been this much rental housing under construction in Canada in a generation—which is encouraging news given the acute supply shortages across the country. But even more construction will be needed as rental demand continues to rise rapidly...
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Bi-weekly Client Letter 2024-06-28

 June 28, 2024 |Elizabeth Arseneau
Global equities have been somewhat directionless over the past few weeks. One notable development was the Canadian inflation report for May, which was higher than expected for the first time this year. This has moderately reduced expectations for a July...
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Gen AI: Is Canada ready?

 June 20, 2024 |Pascal Dessureault

Gen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.

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Bi-weekly Client Letter 2024-06-14

 June 14, 2024 |Elizabeth Arseneau
Global equities have been a bit more mixed of late with Canadian and European equities weaker in recent weeks, though year-to-date gains remain respectable. Meanwhile, the U.S. equity market continues to display strength, driven by the large-cap technology...
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Bank of Canada set to make the first interest rate cut of easing cycle

 June 04, 2024 |Nathan Janzen and Claire Fan
Evidence has continued to build that the current high level of interest rates is no longer needed. All ducks appear to be in a row for the Bank of Canada (BoC) to kick-start the policy easing cycle and lower the overnight rate by 25 basis points to 4...
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Bi-weekly Client Letter 2024-05-31

 May 31, 2024 |Elizabeth Arseneau
Investor attention has turned to Canada over the past few weeks due to a slew of economic releases and earnings reports from Canadian banks. Below, we discuss key takeaways from these developments and reflect on the Canadian equity market’s performance...
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