Inside the S&P 500: Time to pass the baton?

July 19, 2024 |Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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Weaving the threads of U.S. equity outperformance

Weaving the threads of U.S. equity outperformance

July 11, 2024 |Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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Video: Three reasons Canadian investors should care about U.S. debt

Video: Three reasons Canadian investors should care about U.S. debt

July 03, 2024 |RBC Wealth Management

Find out three ways U.S. debt can affect Canada.

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U.S. debt dilemma No quick fixes and no catastrophes

U.S. debt dilemma: No quick fixes and no catastrophes

June 27, 2024 |Atul Bhatia, CFA

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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The fine, frustrating U.S. equity rally

June 21, 2024 |Kelly Bogdanova

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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Redder: Updating our recession scorecard

Redder: Updating our recession scorecard

June 17, 2024 |Jim Allworth

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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Monthly Newsletter: Portfolio Advisor - June 2024

June 13, 2024 |Thomas De Mello
RBC Global Insight Monthly - June 2024 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 strategy...
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Monthly Newsletter: Portfolio Advisor - April 2024

Monthly Newsletter: Portfolio Advisor - April 2024

April 16, 2024 |de Mello Wealth Management
RBC Global Insight Monthly - April 2024 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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An evolving investment landscape

An evolving investment landscape

February 29, 2024 |Joseph Wu, CFA

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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