Energy stocks: A hedge to rising geopolitical risk

Energy stocks: A hedge to rising geopolitical risk

April 26, 2024 |Frédérique Carrier

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

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Bi-Weekly Update, April 19th, 2024

April 19, 2024 |Brenda Miller
Happy Friday from BMWM! The Federal Budget was presented to the House of Commons earlier this week by the Honourable Chrystia Freeland. In case you missed that, you can read more about it here. The Current Account (click here to read) covers the recent...
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PAG Bi-Weekly Update, April 19th, 2024

April 19, 2024 |Brenda Miller
The past few weeks have seen more meaningful activity across global equity, fixed income, commodity, and currency markets, marked by an increase in volatility. Two developments were particularly noteworthy. The first is a significant shift in U.S. interest...
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Don’t fight (or fear) the Fed

Don’t fight (or fear) the Fed

April 19, 2024 |Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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Federal budget 2024: Key measures that may have a direct impact on you

Federal budget 2024: Key measures that may have a direct impact on you

April 17, 2024 |RBC Family Office Services

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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Rally realities

Rally realities

April 15, 2024 |Kelly Bogdanova – San Francisco

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

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Women and wealth: The future is female

April 05, 2024 |Tasneem Azim-Khan, Vice president and Chief Investment Strategist, RBC Phillips, Hager & North Investment Counsel Inc.

Although inroads have been made, women still experience a significant gender wage gap across the world.

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Bi-Weekly Update, April 5th, 2024

April 05, 2024 |Brenda Miller
Happy Friday from BMWM! It sounds like a mixed bag of weather this weekend, but hopefully everyone can enjoy the arrival of spring despite the snow. I’m sure we don’t have to remind anyone, as the news has been full of information regarding the total...
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PAG Bi-Weekly Update, April 5th, 2024

April 05, 2024 |Brenda Miller
Global equity markets have been somewhat directionless over the past few weeks, likely taking a breather after a reasonably good first quarter. Investors are digesting recent jobs reports in Canada and the U.S. Meanwhile, the consensus view remains that...
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How lowering the number of non-permanent residents will impact Canada’s economy

How lowering the number of non-permanent residents will impact Canada’s economy

April 05, 2024 |Nathan Janzen
Federal government efforts to limit non-permanent resident arrivals will likely slow the pace of gross domestic product growth in 2025 and beyond. However, per-capita GDP, the unemployment rate, broader inflation pressures, and interest rate expectations...
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