Counsellor Quarterly

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...

The economy has been resilient, recession risks have diminished, and inflation has cooled sufficiently for central banks to consider cutting interest rates at some point this year. In this environment, government bonds are appealing, and while stocks...

Canada As the economy began to choke and sputter in the latter half of 2023, the Bank of Canada (BoC) moved to the sidelines in mid-summer, and now appears to be considering rate cuts in the months ahead. Negative GDP growth for the third quarter and...

From RBC PH&N Investment Counsel Chief Investment Strategist Tasneem Azim-Khan.

“Life is 10% what happens to you, and 90% how you react to it.” ~ Charles R. Swindoll Investors today can hardly be blamed for feeling whipsawed over the performance of equity and bond markets in the last two years, especially in Canada. Despite its late...

Progress against inflation has ignited both bond and stock prices as the need for additional tightening of monetary policy diminishes. While the threat of recession in early 2024 remains as the full force of prior central banks’ rate hikes feeds through...

In an increasingly uncertain world, having a global perspective is critically important for investors navigating the path forward – and finding the opportunities of tomorrow.