Thoughts on the Market

Inflation vs. Productivity

Inflation vs. Productivity

May 13, 2024 - Maddy Bodden

Over the last six months, the global stock markets have moved higher as inflation fell and the prospect of declining interest rates grew closer. Now that US inflation has increased slightly at the end of March to 3.5%, we have seen the market have impatient sell offs in April as the number of projected rate cuts has dropped. What is seemingly being ignored at the moment is the ongoing strength of the US economy and the productivity gains being made. This month, we will examine Secretary Yellen’s comments and consider their implications for both the US economy and the stock market.

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The Little Engine That Does

The Little Engine That Does

March 1, 2024 - Maddy Bodden

In the children’s story “The Little Engine that could”, a small train climbs a large hill because it believes in itself. Based on population, the US represents only 4.23% of the world, yet it has become the economic engine that pulls the world’s markets behind it.

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On the Road in 2024

On the Road in 2024

January 17, 2024 - Maddy Bodden

With his 1957 novel “On the Road”, Jack Kerouac helped launch the Beat Generation. His stream of consciousness style and focus on independent thought and action made him an icon of his generation. In the investment world, popular opinion definitely drives the market, but it is independent thought and willingness to consider all factors that lead to better decision making and results. This month, we will consider the recent dramatic swing in market direction with an objective eye to determine what warning signs are on our investment road to investment success in 2024.

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RBC Insights

You have a business plan. What’s your retirement plan?

May 01, 2024 |RBC Wealth Management

Planning options to consider in building a retirement nest egg as a business owner.

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What’s your business worth?

What’s your business worth?

May 01, 2024 |RBC Wealth Management

Explore three methods for business valuation, which can help you measure the fairness of any potential purchase offer and current financial condition of your business.

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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....
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Video: The Wealthy Barber: Settling estates and being an executor is becoming more complicated

April 30, 2024 |RBC Wealth Management

Being an executor can be stressful. Are you ready for the job ahead?

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Video: The Wealthy Barber’s ageless estate planning advice

April 30, 2024 |RBC Wealth Management

David Chilton's guidance on Wills, powers of attorney hasn't changed

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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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Around the world in 80 seconds

Around the world in 80 seconds

April 23, 2024 |Portfolio Advisor – Spring 2024
Canada The economy continues to show clear signs of weakening. Negative per capita GDP growth for the last six quarters suggests the country is straining under the weight of significantly higher immigration-driven population growth and a sluggish global...
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Spring cleaning – Time to review goals, check in on your investment plan and ensure your financial “house” is in order.

Spring cleaning – Time to review goals, check in on your investment plan and ensure your financial “house” is in order.

April 23, 2024 |Portfolio Advisor - Spring 2024
Spring is a time of renewal with green shoots, rising temperatures, and longer days bringing more light into our lives. This sense of renewal often leads us to clean our homes, and get rid of the old to make way for the new. But spring is also a great...
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Senior sentinels – protecting our vulnerable loved ones from cyber scams

Senior sentinels – protecting our vulnerable loved ones from cyber scams

April 23, 2024 |Portfolio Advisor - Spring 2024
June 15 is World Elder Abuse Awareness Day. This annual occurrence provides an important opportunity to consider the people in our lives who may be vulnerable to abuse like cyber scams, and what we can do to assist them. Cybercrimes against older Canadians...
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Political interference: The 2024 U.S. presidential election and investors

Political interference: The 2024 U.S. presidential election and investors

April 23, 2024 |Portfolio Advisor - Spring 2024
Do U.S. presidential elections “interfere” with market returns, and therefore with investors’ portfolios? What is the likely impact of a win by a Democrat versus a Republican? Historically, presidential election outcomes have delivered surprising results...
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