PAG Biweekly

 April 29, 2022 |Robert Ung
It has been a challenging few weeks for global equity markets, with most having been relatively weak of late. There’s no one factor to blame, though inflationary pressures and the implications for central bank interest rate policy remain core issues....
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#MacroMemo: April 26 - May 9, 2022

 April 27, 2022 |Robert Ung
Produced by RBC Global Asset Management's Chief Economist Eric Lascelles April 26 - May 9, 2022 What’s new in the latest #MacroMemo? You’ll find insights on these topics and more: Rising recession risk Pandemic in China Ukraine peace prospects fade Economic...
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PAG Biweekly

 April 14, 2022 |Robert Ung
The near-term investment outlook remains murky. There are a host of issues that investors are grappling with: the war in Ukraine, Covid-related lockdowns in China, volatility in the commodity markets, inflation at multi-decade highs, rising bond yields...
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The Russia-Ukraine Conflict Replay: A conversation with David Agnew, John Stackhouse and Mark Bayko

 April 07, 2022 |Robert Ung
Thank you to everyone who attended yesterday’s session hosted by David Agnew in discussion with John Stackhouse, Vice President of the Office of the CEO and Mark Bayko, Head of the Portfolio Advisory Group as they shared their insights on the Russia-Ukraine...
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PAG Biweekly

 April 01, 2022 |Robert Ung
Volatility has been more subdued in recent weeks, as has the commodity complex, while bond yields and equity markets have continued to grind higher. The war in Ukraine has now moved into its second month. Some reports have suggested that Russia has begun...
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