When the Fed goes low, we go high

When the Fed goes low, we go high

May 29, 2020 |Thomas Garretson, CFA

The Fed is dusting off an obscure policy tool—yield curve control—as it ramps up efforts to keep Treasury yields low. So, we look to go where yields remain high—that is, high-yield corporates—and explore our shift to a positive outlook on the sector.

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Growth versus value investing in a COVID-19 world

Growth versus value investing in a COVID-19 world

May 21, 2020 |Kelly Bogdanova

While some tempting cases can be made for value, we think it’s too soon to go big into value stocks at the expense of growth stocks.

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U.S. stock market rally: Lopsided leadership

May 15, 2020 |Kelly Bogdanova

The rally’s narrowness doesn’t negate the move, and if the bottoming process is for real we should see more inclusive participation in months ahead.

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Conference Call - Outlook for Canadian Real Estate - June 18, 2020

May 09, 2020 |Thomas De Mello

Assessing the Impact of Covid-19 on Canadian Real Estate - An exclusive virtual seminar on the outlook for the Canadian real estate market with a particular focus on the Vancouver housing market.

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Virtual Seminar: Estate Planning & Wealth Preservation Strategies - May 20, 2020

May 09, 2020 |Thomas De Mello

Living for Today, Planning for Tomorrow - an exclusive virtual seminar on preserving your legacy and maximizing your estate

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Two chess pieces

How rekindled trade tensions impact the investment outlook

May 08, 2020 |Frédérique Carrier

As if economies and markets didn’t already have their hands full, fresh U.S.-China trade tensions have added a layer of uncertainty to consider.

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The outlook for oil in a period of demand destruction

The outlook for oil in a period of demand destruction

May 06, 2020 |RBC Wealth Management

With oil prices in free fall as demand has evaporated into thin air, we look at what’s in store for the oil market.

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The roads to recovery for earnings and the economy

The roads to recovery for earnings and the economy

May 05, 2020 |Kelly Bogdanova

The shadow cast by COVID-19 on profits and GDP growth could be longer than expected. We examine the paths back to normal for earnings and the economy.

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Global Insight Weekly

Understanding the Federal Reserve’s policy response to COVID-19

May 01, 2020 |Thomas Garretson, CFA

The Fed has pledged quantitative easing and liquidity facilities in response to COVID-19. Can its promises backstop the markets against volatility?

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