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.

Read more
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...
Read more
Video: Three reasons Canadian investors should care about U.S. debt

Video: Three reasons Canadian investors should care about U.S. debt

July 03, 2024 |RBC Wealth Management

Find out three ways U.S. debt can affect Canada.

Read more
Video: What can investors expect for the rest of 2024?

Video: What can investors expect for the rest of 2024?

July 03, 2024 |RBC Wealth Management

Find out what’s in store for equity markets, bonds and more.

Read more
U.S. debt dilemma No quick fixes and no catastrophes

U.S. debt dilemma: No quick fixes and no catastrophes

June 27, 2024 |Atul Bhatia, CFA

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

Read more

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.

Read more

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...
Read more
Proof Point: A weaker Canadian dollar won’t necessarily derail BoC interest rate cuts

Proof Point: A weaker Canadian dollar won’t necessarily derail BoC interest rate cuts

May 01, 2024 |Nathan Janzen and Claire Fan
Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation conditions and not the gap in monetary policy with the U.S. Federal Reserve or the value of the Canadian dollar....
Read more
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...
Read more
BoC holds rates steady in March

BoC holds rates steady in March

March 07, 2024 |Claire Fan, Economist, Royal Bank of Canada

The Bank of Canada (BoC) held the overnight rate unchanged for a fifth consecutive meeting, extending a pause that started after the last hike in July last year. 

Read more