man meeting with advisor

Not a phantom rally in equity markets

December 01, 2022 |Kelly Bogdanova

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

Read more
capital hill at sunset

Midterms and the market: Welcome back, gridlock

November 21, 2022 |Kelly Bogdanova

We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.

Read more
sky and beach in page

What are the investment implications of a UK recession?

November 17, 2022 |Frédérique Carrier

Amidst market turmoil and leadership changes, the UK faces a range of economic challenges. We survey the factors that could impact investment.

Read more

What are the risks and opportunities in an unsettled investment environment?

November 10, 2022 |Joseph Wu, CFA

While there could be some positive surprises, a wide range of potential economic outcomes warrants a modestly defensive stance in portfolio positioning.

Read more
cityscape Beijing

China’s 20th Party Congress charts a course through turbulence and transformation

November 07, 2022 |Jasmine Duan – Investment Strategist, RBC Investment Services (Asia) Limited

As China faces challenges to growth and development, we reflect on the outcome of the twice-a-decade gathering and what it means for investors.

Read more
moody autumn sky over federal building

How high must the Fed hike rates to fight inflation?

November 03, 2022 |Thomas Garretson, CFA

Many global central banks have taken the first steps in signaling a more cautious approach to rate hikes—except the Fed. The Fed now stands alone.

Read more
capitol building and national mall Washington DC

U.S. debt not so concerning

October 27, 2022 |Atul Bhatia, CFA – Minneapolis

Rising interest rates and trillions in U.S. government debt have left some investors nervous. We look at the implications of U.S. rates and debt.

Read more
businessman looking out office window buildings

Are earnings the next shoe to drop for the stock market?

October 20, 2022 |Kelly Bogdanova

As market uncertainty zeros in on the U.S. corporate profit outlook, we look at the 2023 earnings picture and implications for U.S. equity exposure.

Read more
air pods

Audio commentary: Market volatility and the path forward

October 17, 2022 |Mark Bayko & Jim Allworth

Mark and Jim discuss recent volatility in equity and bond markets and why investors should remain mindful of longer-term drivers of investment returns.

Read more

The Fed’s inflation fight pushes back on a policy pivot

October 13, 2022 |Atul Bhatia, CFA

The Fed will keep at it until it has inflation undeniably under control. But we think Fed messaging is evolving, and we look at what to make of this.

Read more

Love what you're reading? Complete the form below and receive Word on the Street directly to your Inbox.

*Required fields