Looking back, looking ahead – with guarded optimism

November 30, 2023 |Joseph Wu, CFA

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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Audio commentary – Worlds Apart: The chip industry's reshoring revolution

November 29, 2023 |Frédérique Carrier & Kent McClanahan

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

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UK: Stagflation nation?

November 16, 2023 |Frédérique Carrier

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.

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Global Insight Monthly - November 2023

November 14, 2023 |Thomas De Mello
Global Insight Monthly - November 2023 I am pleased to share the latest investment strategy report from RBC Wealth Management — Global Insight, which provides our current thoughts on asset classes, the economy, and timely issues that impact investment...
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The chip industry’s reshoring revolution

The chip industry’s reshoring revolution

November 13, 2023 |Frédérique Carrier

National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.

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Big questions about 2024 earnings

November 09, 2023 |Kelly Bogdanova

As businesses report their latest quarterly results, questions remain about the U.S. economy’s future direction.

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Will AI generate long-term equity performance?

Will AI generate long-term equity performance?

November 03, 2023 |Joseph Wu, CFA

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Bond math is more than yield

November 03, 2023 |Thomas Garretson, CFA

Has the time come for fixed income investors to look beyond yield, and to the prospects of bond price appreciation and potentially lofty total returns?

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Belt and Road: Ten years and counting

October 26, 2023 |Jasmine Duan

As China aims to strengthen development and trade ties with its Belt and Road Initiative (BRI) partners, we take closer look at the BRI and illustrate how the country hopes to gain influence on the world stage.

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The opening acts of recession

October 20, 2023 |Sean Killin

We examine three unique trends that have historically coincided with the onset of recession and provide constructive context for investors.

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