Bigger BRICS: Building a multipolar world?

Bigger BRICS: Building a multipolar world?

October 25, 2024 |Kelly Bogdanova
Our ongoing “Worlds Apart” series looks at the just-concluded BRICS summit and how the group aims to rebalance the global order. We believe the shift to a multipolar, more fragmented world argues for viewing portfolio allocations through a different lens...
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Video: Bank of Canada cuts again in October. Find out why and what lies ahead.

Bank of Canada cuts again in October. Find out why and what lies ahead.

October 24, 2024 |RBC Wealth Management

The Bank of Canada lowered its benchmark interest rate by half a percentage point in October, to 3.75%.

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Inflation moving to the back burner, but still simmering

Inflation moving to the back burner, but still simmering

October 18, 2024 |Josh Nye

Central banks’ inflation targets are in sight, but not all price trends have normalized. Inflation isn’t the headache it was, but investors should keep it in mind in their asset allocation decisions.

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Exploring the impacts of AI and GenAI across industries

Exploring the impacts of AI and GenAI across industries

October 15, 2024 |Frédérique Carrier

Continuing our examination of artificial intelligence and its potential to shape the investment landscape, we look at the specific impacts AI may have – or is already having – across a wide range of industries.

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Recession scorecard update: Stop and start

Recession scorecard update: Stop and start

October 11, 2024 |Jim Allworth

There have been no recent scorecard rating changes. However, two of the seven indicators have failed to move in the anticipated direction over the past month.

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Debunking debt disaster

Debunking debt disaster

October 04, 2024 |Atul Bhatia, CFA

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

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The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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Draghi: Europe, time to press ahead

Draghi: Europe, time to press ahead

September 26, 2024 |Frédérique Carrier

Mario Draghi recently submitted a comprehensive report addressing the EU’s loss of competitiveness. We examine the feasibility of his ambitious plan and the potential implications for portfolio positioning.

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The Fed’s big bang rate cut

The Fed’s big bang rate cut

September 20, 2024 |Thomas Garretson, CFA

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

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Economic impacts of non-economic policies

Economic impacts of non-economic policies

September 17, 2024 |Atul Bhatia, CFA

The economic environment could be in for an about-face. We look at what investors should be focusing on, beyond the same old same old, in this election year.

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